Tax Consultant
About The Position
At First Advantage (Nasdaq: FA), people are at the heart of everything we do. From our customers and partners to our greatest advantage — our team members. Operating with empathy and compassion, First Advantage fosters a global inclusive workforce devoted to the diverse voices that make up our talent and products. Our team members empower each other to be their authentic selves and treat all with respect, integrity, and fairness. Say hello to a rewarding career and come join a leading provider of mission-critical background screening solutions to some of the most recognized Fortune 100 and Global 500 brands. We are seeking a Tax Consultant with ability to effectively communicate and present to clients. What You'll Do: Our Tax Consultant position is an outstanding opportunity for a tax professional to work with our clients' employment tax credits and economic incentive programs throughout the United States, to ensure our clients are not overlooking these valuable opportunities. You will be responsible in helping reduce costs and minimize tax liability. This role is 100% work from home position with ability to travel to client corporate sites for business reviews annually or quarterly or for optional in office learning opportunities. All travel is domestic, and not required on regular basis.
Requirements
- Bachelor’s Degree or equivalent work experience. BS in accounting or Finance, preferred. SPA/JD/MST/LLM Taxation a plus.
- Public accounting, Account Management and prior experience managing credit and incentive programs.
- Ability to interpret and apply statutory and regulatory guidelines and requirements
- History of success in upselling services to existing clientele including meeting or exceeding quotas and/or annual goals
- Strong and confident board room presence and public speaking abilities
- Strong data analysis skills
- Excellent verbal, written, and interpersonal skills
- Sense of urgency to meet client and state deadlines
- Highly responsive and adaptable to evolving priorities
- Ability to work and thrive in a dynamic team environment as well as act independently
- Proficiency in Microsoft Office products (i.e. Outlook, Word, Access, Excel, PowerPoint)
- Organizational skills and strong attention to detail
Responsibilities
- Serve as primary contact for 20-30 tax customers, answer emails and phone calls within 24 hours, host monthly calls.
- Create and deliver organized, thoughtful, and well-designed QBRs with the objective of retaining and growing each customer in his/her portfolio with a focus on expanding the programs calculated by First Advantage
- Analyze KPI data for all assigned clients and identify drops in program performance, suggest possible program improvements in order to maximize credit capture and provide useful consultation on streamlining the tax portion of the hiring process
- Complete all tasks delegated by Managers and the leadership team in a timely and accurate manner
- Identify cross-sell/up-sell opportunities, meet or exceed upsell goal delegated by leadership.
- Serve as a mentor and coach to Tax Consultants, modeling desired behavior
- Achieve a 98% or greater customer retention rate
Benefits
- Ability to work remotely with occasional business travel.
- Medical, Vision, Dental, and supplementary benefit plans
- 401k with an employer match, and an Employee Stock Purchase Plan (ESPP)
- Competitive and flexible Paid Time Off (PTO) and 9 paid company holidays
- Access to tech and growth opportunities, and leaders who want you to succeed!
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
