Personal Property Tax Consultant
Ryan
Indirect Tax Consulting Manager
The Bonadio Group
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Lead and manage indirect tax consulting and research engagements, with a focus on federal excise taxes and multi-state sales/use tax matters
- Advise clients and provide research focused consulting solutions in the fuel distribution sector on taxability, compliance, reporting, and planning opportunities
- Oversee, review, and provide consulting solutions surrounding excise tax registrations, tax refund claims, and exemption certificates
- Provide operational consulting assistance to clients with their internal excise and sales tax functions
- Conduct indirect tax due diligence for M&A transactions, including identifying risks, exposures, and planning opportunities on both buy- and sell-side engagements
- Develop and maintain strong client relationships, acting as a trusted advisor and industry subject-matter resource
- Collaborate with other firm service lines (transaction advisory, assurance, tax, etc.) to deliver integrated solutions
- Manage, mentor, and develop staff; review workpapers and reports for accuracy and completeness
- Stay current on indirect tax developments, trends, and regulatory changes affecting excise and sales taxes
Requirements
- A minimum of a bachelor's degree in accounting, finance, taxation, or related field
- A minimum of four years of relevant experience in indirect tax, excise tax, or sales/use tax consulting (public accounting, advisory, or industry)
- Experience with M&A tax due diligence and transaction advisory projects
- Strong excel skills
- Strong project management, organizational, and leadership skills
- Excellent written and verbal communication skills, with the ability to explain complex tax issues in a clear and practical manner
- Proficiency with tax research tools and technology platforms
- Ability to work additional hours at peak times
- Preferred Qualifications:
- CPA, EA, or other relevant certification
- Masters degree or JD/LLM a plus
- Demonstrated expertise with fuel distribution industry excise and sales tax issues strongly preferred
