Job Description
This role identifies savings opportunities in state and local taxes, including sales, use, income, franchise, property, credits, and incentives. It analyzes apportionment data, oversees client engagements, plans research issues, prepares memoranda, aids in audits, and assists with state income tax compliance. The job addresses multi-state tax compliance through tools like OneSource income tax and OneSource tax provision software.
Forvis Mazars provides tax accounting, law, and compliance solutions, specializing in SALT with applications to many states. The firm offers training on tax laws, economic development benefits, audits, and experience with regulations. It supports sales and use taxes, income taxes, franchise taxes, and property assessments.
Activities involve preparing technical memoranda, researching tax issues, providing audit assistance, completing state income tax returns using compliance software, and utilizing OneSource for inputs. Work requires a Bachelor's Degree in accounting or related field, 1 year of experience, current CPA, J.D., or L.L.M., and proficiency with OneSource tools. One challenge is meeting stringent deadlines for clients while understanding nexus and revenue sourcing.
Locations include Dallas, Texas, or Saint Louis, Missouri, with full-time hours. Compensation is not specified in the source. Benefits include housing in tax accounting training programs and competitive incentives. Professional development focuses on high-level analytical reasoning, communication, and compliance software use.
Responsibilities
- Identifying optimal filing options
- Analyzing and reviewing apportionment information
- Overseeing client engagements
- Planning and researching tax issues
- Preparing technical memoranda
- Providing audit assistance
- Assisting with state income tax compliance
- Preparing technical memoranda
- Providing audit assistance
Requirements
- Bachelor's Degree in accounting or a related field
- 1 year or more of relevant experience
- Current CPA, J.D., or L.L.M designation
- Proficiency with OneSource income tax preparation software and ONESOURCE tax provision software
- Understanding of multi-state income and franchise taxes
- Income tax compliance experience
- Understanding of nexus and revenue sourcing issues
- High-level analytical and reasoning skills
- Experience utilizing compliance software to complete returns
- Strong verbal and written communication skills