Associate, Sales and Use Tax

$75,000 - $75,000/Yr

Alvarez & Marsal - Houston, TX

Full-time - Entry Level

Hybrid - Houston, TX

Professional, Scientific, and Technical Services

About the position

The Associate in the Sales and Use Tax practice at Alvarez and Marsal Tax, LLC, plays a crucial role in assisting clients with their state and local tax obligations. This position involves preparing and maintaining tax documentation, conducting research, and providing support for audits and compliance. The Associate will work closely with clients to ensure their tax positions align with applicable laws and business objectives, while also contributing to the development of internal staff through mentoring.

Responsibilities

• Assist, prepare, and maintain sales and use tax documentation for audits
• Perform multi-state state and local sales and use tax research
• Assist with state and local sales and use tax due diligence analysis for business acquisitions or divestitures
• Prepare detailed Sales & Use tax technical research memorandums for internal sources and clients
• Maintain contemporaneous documentation regarding product taxability determinations
• Monitor and analyze Accounts Payable systems and miscellaneous entries to determine taxability and monthly use tax accrual requirements
• Draft pertinent technical letters to appropriate state officials on tax interpretation
• Work with ERP systems such as SAP and automated sales tax determination packages (Vertex or OneSource tax software) to ensure proper taxation of sales and purchases
• Perform audit defense for Sales & Use
• Provide sales and use tax training of internal customers in the form of memos, classes, etc.
• Perform any tasks necessary to ensure increased compliance to tax laws and lower tax audit liabilities
• Prepare data files for sales & use tax and any other statutory filings
• Respond to notices from state and local jurisdictions as needed
• Utilize process control to measure, track, analyze and initiate improvement
• Develop recommendations based on audit results to minimize exposure
• Work on research projects to update the company's sales and use tax matrices
• Work on special projects related to incentives for sales and use tax
• Build relationships with client personnel to assist with sales and use tax issues
• Participate in the development of staff through mentoring

Requirements

• Bachelor's or Master's Degree in Accounting or Finance is preferred
• Sales and Use Tax experience is preferred
• Experience with various research software RIA, CCH and other software (Vertex and OneSource is a plus)
• Ability to identify issues and exposures for audits and notices
• Sales tax consulting experience is desired
• Proficiency in Microsoft Excel and Word required; knowledge of Vertex and OneSource software is a plus
• Must have a proactive can-do attitude with strong analytical, organizational, technical and technological skills
• Excellent communication abilities with intellectual curiosity

Nice-to-haves

• Experience with Vertex and OneSource software is a plus

Benefits

• Healthcare plans
• Flexible spending and savings accounts
• Life, AD&D, and disability coverages
• 401(k) retirement plan with discretionary contributions
• Discretionary bonus program based on individual and firm performance