Senior Severance Tax Consultant - Houston

Severance Tax - Senior Consultant

Merit Advisors
 

What Gives Us Purpose

Merit Advisors is a team of expert consultants committed to crafting holistic solutions that improve your cash flow and add profit back to your bottom line. With a track record spanning over 25 years, Merit offers deep experience in energy, heavy industry, and construction, and works with companies across the commercial sector. Merit’s culture includes collaboration with all levels that enables faster growth within the company and a strong emphasis on Merit’s core values – Lasting Relationships, Extreme Ownership, Getting Better Every Day and Team-First.  
 

What We Seek

We are seeking a Severance Tax Senior Consultant who will join our team working with our clients to plan for and manage various severance tax needs. The right person brings experience, expertise, and an unrelenting drive to improve cash flows for clients. You will need to have a self- driven, conscientious mentality with a commitment to high-quality work.
 

What Your Day Will Look Like

This is a consulting position, and your work with us will include assisting clients in various capacities related to severance tax matters. Our client projects include severance tax refund claims, deduction calculations, process reviews, and training. You will be supported by and work directly with the Severance Tax Director and others across the organization to provide unrelenting client service and high-quality deliverables to our clients and be given the opportunity to utilize your technical, analytical, and soft skills while working with our clients. In general, you can expect to:

• Aggregate, sanitize, and analyze client data to calculate deductions, qualify incentives, and provide other services for Merit’s severance tax clients
• Perform detailed reviews of client data to quantify refund opportunities, go-forward tax savings, and assessment reduction opportunities
• Perform technical tax research on relevant issues in multiple states
• Assist in performing company research for utilization in proposal and prospect development initiatives
• Continuously develop tax expertise, analytical capabilities, and soft skills
• Participate in client meetings and gain experience articulating our findings to clients
• Contribute significantly to the development of a dynamic and growing consulting practice

You’re perfect for this role if you possess:

• Severance tax consulting experience in multiple states, particularly in TX, OK, CO, UT, and NM
• Experience with marketing cost qualification and calculation
• Experience with incentive qualification and calculation
• Ability to apply your technical expertise to varied client issues/needs and provide creative, insightful analysis
• Ability to effectively prioritize and manage multiple projects, activities, and deadlines
• Software proficiency, including Excel, Access, PowerPoint, and Alteryx
• Ability to travel out of town from time to time for internal and client meetings

What You Bring

• Bachelor’s degree in finance, accounting, business administration, or similar field
• Two to five years of severance tax experience (with a consulting firm a plus)
• Strong technology skills utilizing Access, Excel, Alteryx, etc.
• Experience using CCH/AnswerConnect or other tax research tools
• Excellent oral and written communication skills, strong interpersonal skills, and ability to communicate clearly, effectively and persuasively
• Willing and able to develop client relationships and work effectively in a team environment
• CPA or APA a plus but not required
• Strong history of proven results and high performance.

What We Provide

At Merit, we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary, PTO program, medical/dental/vision plan, and matching 401(k), you’ll enjoy company-sponsored events, continuous learning, and career advancement opportunities, and the flexibility to manage your work/life balance.