Sales Tax Manager/ Senior Manager

Mowery & Schoenfeld LLC • Chicago, IL

12d • $130,000 - $200,000 • Hybrid

About The Position

Mowery & Schoenfeld is seeking an ambitious and curious state & local tax manager with particular interest and expertise in advising clients about sales & use tax implications related to their businesses, recognizing and evaluating potential tax risks in mergers & acquisitions, and keeping up with changes in sales & use tax statutes, policies, and regulations.

Requirements

• Bachelor’s degree in accounting, finance, or other relevant discipline
• CPA, JD/LLM, CMI, or similar designation required
• 6+ years of state and local tax experience, with a focus on sales and use tax, preferably in public accounting or a consulting environment
• Strong technical research, analytical, and communication skills

Nice To Haves

• Experience with income, franchise, and other indirect taxes is a plus
• Experience with tax automation platforms (e.g., Avalara, Vertex, TaxJar) is a plus

Responsibilities

• Serve as a technical tax resource for state and local taxes on M&A transactions, including tax structuring and tax due diligence services.
• Recognizes complex sales and use tax situations, outlining the relevant issues and indicating the appropriate sources for further investigation.
• Identifies when research is needed; frames issues to be researched; identifies sources of all information including information tending to contradict preferred positions, analyzes facts and authorities, and reports the analysis.
• Analyzes researched facts and the sources utilized prior to composing a detailed report or preparing a taxability matrix of the research findings.
• Conduct review of client operations to determine states where and when sales & use tax returns should be filed.
• Review client records to determine if proper resale and exemption certificates are maintained and develop procedures for retaining proper resale and exemption certificates.
• Prepare applications for voluntary disclosure and sales tax permits.
• Assist clients and internal departments with responses to indirect tax notices.
• Occasionally prepares and conducts detailed reviews of sales & use tax returns with the ability to identify significant sales & use tax issues.
• Represents clients before any tax authority on contested sales & use tax issues.
• Utilizes sales & use tax research databases and other sales & use tax-related software in the completion of assigned tasks.

Benefits

• Meaningful client relationships – not just compliance work
• A team of high performers – not passengers
• Clear expectations and accountability – not ambiguity
• Opportunities to grow into leaders – not static roles
• A voice in shaping the firm’s future – not just executing tasks
• Supportive environment focused on growth
• Comprehensive tax, assurance, transaction advisory, outsourced accounting, wealth management, international onboarding, business advisory services, as well as managed IT services through our partnership with Xamin, Inc.
• Opportunities for team to support our larger community through M&S Cares program

What This Job Offers

• Job Type: Full-time
• Career Level: Senior