Merit Advisors

Property and sales tax consulting, appraisals

Sales and Use Tax Principal

Risk, Regulatory & Legal AdvisoryConfirmed live in the last 24 hours

Full-timeDallas, TX, USANo salary listed

About the Job

Requirements

Bachelor’s degree in Accounting, Finance, Economics, or Business Administration, or an advanced degree.
At least 10 years of relevant consulting experience.
Exceptional communication skills for interacting with government officials, C-suite personnel, staff, and colleagues.
Proven business development skills.
Ability to analyze information and solve complex problems within tight timelines.
Ability to coordinate, delegate, and manage others.
Deep industry expertise in applicable taxes and regulations.
Understanding of accounting, finance, and the covered industries.
Strong client engagement skills and a history of running and executing client engagements.
Ability to interact with clients and stakeholders while providing exceptional customer service.
Exacting standards of accuracy and organization.
Understanding of approaches to property valuation.
Ability to work independently and as part of a team while building strong internal and external working relationships.
Valid driver’s license.
Ability to travel up to 10% to sites beyond the corporate office.
Ability to operate standard office and computer equipment and perform the described physical duties.

Responsibilities

Lead a consulting team in providing high-level service to clients through accurate data analysis and results throughout the property tax cycle.
Communicate, demonstrate, and enforce the firm’s mission statement and goals throughout the team.
Motivate the team, work independently, and delegate work effectively.
Prioritize and manage multiple projects, activities, and deadlines.
Use Excel or Access and PowerPoint for client and engagement work.
Manage overall client relationships and ensure managers cultivate a positive and motivating team environment.
Apply analytical ability and technical expertise to provide insightful analysis.
Communicate clearly, effectively, and persuasively in oral and written formats.
Solve difficult problems, make effective decisions, identify underlying or hidden problems and patterns, and apply creative and innovative thinking.
Anticipate new situations or changing demands and respond proactively.
Accomplish financial goals and manage the economics of the overall book of business and individual project engagements.
Build, elevate, and coach high-performing teams.
Learn quickly, retain information, and train others.
Negotiate with confidence and communicate complicated topics with clarity and simplicity.
Meet deadlines and manage time and priorities effectively.
Travel out of town and overnight for internal or client meetings and conferences.
Perform sedentary work and other tasks requiring visual acuity, manual dexterity, and the ability to sit, stand, walk, reach, pull, and push.

What Gives Us Purpose
Merit Advisors delivers specialty tax, valuation, and advisory services that help energy companies increase cash flow and unlock value enterprise-wide. For over 25 years, we have served as trusted partners across commodity cycles, supporting companies of every scale—from PE-backed startups to supermajor oil and gas companies.

What We Seek
As a Principal at Merit, you will ensure our teams perform at the highest level possible and achieve the overall goals of Merit Advisors. The Principal makes certain that the operation is geared towards growth, profitability, and fulfilling the short-term and long-term goals and objectives of the firm.

The ideal candidates will have a strong track record of running and executing client engagements and interacting with clients, as well as strong business/finance (commercial) aptitude.
You must have a self-driven, conscientious mentality committed to creating innovations through high-quality work.

What Your Day Will Look Like
You will be leading a consulting team to provide the highest-level service to clients through accurate data analysis and industry-leading results throughout the property tax cycle. They will provide strong client engagement skills and be able to teach those skills and hold others accountable for those skills. They have a keen eye for detail and an intuition to see things others do not. In general, you can expect to:

Possess an expert-level understanding of state tax laws and regulations.
Ability to serve as a leader who communicates, demonstrates, and enforces the firm’s Mission Statement and goals throughout their team.
Demonstrate excellent organizational skills and strong self-motivation and motivate the team. Must be able to work independently but also effectively delegate work.
Able to effectively prioritize and manage multiple projects, activities, and deadlines.
Deep experience working with Excel or Access, PowerPoint required.
Able to manage overall client relationships and ensure managers are cultivating a positive and motivating team environment.
Able to demonstrate and apply superior analytical ability and technical expertise with an ability to provide insightful analysis.
Demonstrate effective oral and written communication skills, strong interpersonal skills, and ability to communicate clearly, effectively, and persuasively.
Able to solve difficult problems with effective solutions; make effective decisions, identify underlying or hidden problems and patterns, and apply creativity and innovative thinking.

Able to anticipate new situations and/or changing demands and respond proactively.
Demonstrate initiative to accomplish financial goals and manage the economics of the overall book of business as well as economics of individual project engagements.
Some travel out of town, overnight for internal or client meetings and/or conferences

You are perfect for this role if you have successfully proven:

Strong client engagement skills.
History of running and executing client engagements.
Ability to interact with, and provide exceptional customer service to, clients and stakeholders.
Ability to build, elevate and coach strong high-performing teams.
Ability to learn quickly, retain information and train others.
Exacting standards of accuracy and organization.
Exceptional service delivery to our clients/stakeholders.
Meeting deadlines.
Negotiating with confidence.
Thinking critically and recognizing when something is off.
Communicating complicated topics with ease and simplicity.
Understanding approaches to the valuation of property.
Working well independently and as part of a team, while building strong internal and external working relationships.
Managing your time well and prioritizing tasks effectively.

What You Bring:

Bachelor’s (or advanced) degree in Accounting, Finance, Economics, or Business Administration
10+ years of relevant experience as a consultant
Exceptional communication skills (interaction with government officials, C-Suite, and staff/colleagues)
Proven Business Development skills
Analytical and able to solve complex problems in tight timelines
Able to coordinate, delegating, and managing others
Deep industry expertise of applicable taxes and regulations
Goal-driven personality with the ability to deliver measurable results
Understanding of accounting/finance and covered industries

While performing the duties of this job, the employee must be able to:

Travel up to 10% to sites beyond the corporate office. Valid driver’s license.
Perform sedentary work – exerting up to 15 pounds of force occasionally and/or a negligible amount of force frequently to lift, carry, push, pull or otherwise move objects.
See, hear, talk, and perform tasks requiring manual dexterity and visual acuity; sit, stand, walk, reach, pull, push and other similar.
Operate standard office/computer equipment.

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, generous PTO program, medical/dental/vision plan, and matching 401(k), you’ll enjoy company-sponsored events, continuous learning opportunities, and the flexibility to manage your work/life balance.

About the Company

Merit Advisors

Property and sales tax consulting, appraisals

Merit Advisors is a full-service tax and valuation firm helping businesses manage tax liabilities across property tax, sales and use tax, severance tax, and economic development consulting, plus appraisal and valuation services. Its experts combine engineers, appraisal/valuation specialists, and tax professionals to assess liabilities, ensure compliance, and recover overpayments. The firm differentiates itself by offering multi-state capabilities with a high-touch, client-focused approach typical of a smaller firm. Its goal is to minimize clients’ tax burdens, maximize recoveries, and reduce administrative workload for a diverse client base ranging from publicly traded companies to small businesses.

Company size: 51-200
Company stage: Not listed
Total funding: Not listed
Headquarters: Gainesville, FL
Founded: 1998

Recently Posted Jobs

Explore more opportunities at Merit Advisors

See more jobs