Client Engagement Leader - Dallas

Merit Advisors

What Gives Us Purpose

Merit Advisors is a team of expert consultants committed to crafting holistic solutions that improve our clients’ cash flow and add profit back to their bottom line. With a history spanning over 25 years, Merit offers deep experience in energy, heavy industry, and construction, and works with companies across the commercial sector.

What We Seek

We are looking for a Director/Senior Manager to join our practice in Dallas, TX.This position will is focused on serving Merit’s clients through successful engagement and team management and will work closely with Merit’s leadership to build our business and have a direct impact. The right person brings experience, expertise, leadership, and an unrelenting drive to add value for our clients. We hire smart, high performers with a history of achievement who thrive in fast-paced, collaborative environments. The work we do requires a passion for continuous learning, curiosity, and a strong sense of responsibility and accountability. Being self-directed and committed to producing high-quality work is a must. As a manager, the proven ability to guide, coach, and elevate the performance of our consultants is key.

The ideal candidates will have a strong track record of running and executing client engagementsand interacting with clients, as well as strong business/finance (commercial) aptitude.

You must have a self-driven, conscientious mentality committed to creating innovations through high-quality work.

We ask a lot of our employees, so in turn we provide the opportunity to collaborate with talented colleagues, career advancement opportunities, competitive salary, investment in learning/training, PTO, healthcare benefits, and matching 401(k). At Merit, you will enjoy company-sponsored events and the flexibility to manage your work/life balance.

What Your Day Will Look Like

You will be leading a consulting team to provide the highest-level service to clients through accurate data analysis and industry-leading results throughout the property tax cycle. They will provide strong client engagement skills and be able to teach those skills and hold others accountable for those skills. They have a keen eye for detail and an intuition to see things others do not. In general, you can expect to:

• Execute client engagements. Hold others accountable for successful & productive client engagements.
• Provide strong leadership to clients, direct reports, and throughout the company.
• Articulate & persuasive communication with all stakeholders, and project management.
• Perform detailed reviews of asset data and supporting documentation for determining proper valuations for purposes of quantifying tax assessments.
• Review and manage client contract terms, scope of services, and fees. Oversee client billing and ensure timely collection of receivables.
• Manipulate and analyze raw data from various accounting and reporting systems.
• Proactively secure tax abatements and exemptions
• Address complexities and issues that arise from client operations.
• Manage the preparation, review, and processing of tax documents for clients.
• Maintain direct contact with clients and various appraisal districts.
• Continuously develop tax expertise, analytical capabilities, and soft skills.

You are perfect for this role if you have successfully proven:

• Strong client engagement skills.
• History of running and executing client engagements.
• Ability to interact with, and provide exceptional customer service to, clients and stakeholders.
• Ability to build, elevate and coach strong high-performing teams.
• Ability to learn quickly, retain information and train others.
• Exacting standards of accuracy and organization.
• Exceptionalservice delivery to our clients / stakeholders.
• Meeting deadlines.
• Negotiating with confidence.
• Thinking critically and recognizing when something is off.
• Communicating difficult and complicated topics with ease and simplicity.
• Understanding approaches to valuation of property.
• Working well independently and as part of a team, while building strong internal and external working relationships.
• Managing your time well and prioritizing tasks effectively.

What You Bring

• Bachelor’s degree in Finance, Accounting, Business Administration, or similar field
• Six to eight years of experience providing strong client engagement execution atBig Four (or similar) consulting or advisory firms.
• Intellectual curiosity, drive, and passion for learning new skills, and helping others learn those skills.
• Exceptional Excel Skills
• Experience in the energy industry is preferred.

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