Success Factors

Responsibilities

• Prepare and review income/franchise/gross receipts and sales/use tax nexus studies and risk assessments to identify filing responsibilities, identify SALT risks, and ensure compliance.
• Prepare and review voluntary disclosure applications, agreements, and related documentation.
• Perform technical reviews of state income/franchise tax returns.
• Interpret and advise on Public Law 86-272 and its impact on state income tax filings.
• Serve as a help desk technical resource for income/franchise/gross receipts tax questions from internal and external clients
• Guide internal and external clients on multi-state apportionment projects, including cost of performance and market-based sourcing approaches.
• Perform SALT due diligence for buy-side and sell-side clients.
• Be willing to assist with sales and use tax matters, including taxability reviews, audit defense, and help desk questions from internal and external clients.

• Manage internal and external client relationships in a clear and responsive manner.
• Collaborate with SALT Practice Leader to develop and implement best practices and innovative tax solutions.

People Management/Relationships

• Take initiative to be a team player (seeks out opportunities to help others)
• Treat everyone with respect
• Develop loyalty and trust with team
• Successfully adapts to different personalities and working styles
• Proactively and effectively communicates information regarding status issues to team members
• Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; is open to new ideas and suggestions

Business Growth (if applicable)

• Possesses an understanding of RKL’s business (service lines, competitors) and client service capabilities and the impact of technology upon the firm’s growth and success

Qualification

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Required Skills

• Expert knowledge in state and local tax laws and principles
• Excellent organization skills and strong attention to detail
• Strong leadership and coaching skills
• Multitasker with the ability to prioritize work accordingly
• Excellent verbal and written communication skills with strong client service focus
• Strong analytical and interpersonal skills
• Ability to work autonomously under the pressure of tight deadlines and multiple priorities
• Demonstrated ability to think strategically and execute, based on firm focus and future of the tax service line
• Working knowledge of Microsoft Office suite products and technologically-savvy
• Self-motivated and willingness to enhance accounting and advisory knowledge
• Excellent attention to detail with the ability to manage multiple projects

Education, Experience and Certifications

• CPA license or JD strongly preferred.
• 5+ years of experience focused in state & local tax within a public accounting firm
• 5+ years’ experience of progressive tax consulting experience across a wide range of industries preferred
• Prior experience in coaching and training entry-level accounting professionals

Essential Functions  

• Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear
• Must be able to remain in a stationary position as needed
• The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull
• Vision abilities required include close vision, distance vision and the ability to adjust focus.

• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
• Ability to communicate in a professional manner and exchange information with internal and external actors as needed
• Ability to lift/carry up to 20 pounds
• Ability to work outside of normal business hours and weekends as needed
• Ability to travel to local and non-local clients and events as needed, overnight travel may be required
• This job description is subject to change at any time and employee will be given additional responsibilities as assigned

Salary Range: