Manager | Sales and Use Tax Compliance

Company Profile:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.

About FORVIS

FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com

Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS.com. FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.

Requisition Number: 2232380

Position Title:

External Description: Description & Requirements

This role will assist in leading the sales tax compliance function for our State and Local Tax team. The position will include managing staff in various locations as well as ensuring the day-to-day aspects of compliance are completed in a timely and efficient manner. The role will also serve as a main point of contact for client experience

How will you contribute:

• Manage the day-to-day function of compliance, including processing, preparing returns, reviewing returns, efiling, confirmation of efiling, and ensuring all deadlines are met
• Review compliance process and return preparation and provide review notes back to staff
• Serve as the main point of contact for assigned compliance clients
• Contribute to the development and growth of the sales tax compliance practice
• Lead, motivate, and mentor the team of compliance professionals
• Establish and maintain strong positive relationships with clients as their trusted advisor for any sales tax compliance issues
• Oversee billing function for compliance engagements
• Oversee the current compliance client automation process and transition of current compliance clients to a payment processing firm
• Evaluate the effectiveness of clients' business processes related to sales and use tax data
• Monitor business and law changes for potential impacts to our compliance clients
• Make reasonable taxability decisions and determinations based on research, industry trends, and changing tax laws that may impact customers, vendors, and tax jurisdictions
• Must be willing to work HYBRID

We are looking for people who have Forward Vision and:

• Proven leadership and project management skills
• Excellent written and verbal communication skills, including the ability to communicate effectively with team members and clients
• Ability to work cross-functionally and influence/lead change
• Excellent analytical and technical skills
• Experience with sales tax return preparation software and tax calculation software, such as Avalara, and Vertex

Minimum Qualifications:

• 5 years or more of public accounting or equivalent industry experience required

Preferred Qualifications:

• Bachelors Accounting/Finance preferred
• CPA/CMI or eligible to sit for CPA or CMI examination preferred

#LI-IND, #LI-CLTSP

#LI-SS1

City: Charlotte

State: North Carolina

Community / Marketing Title: Manager | Sales and Use Tax Compliance

Location_formattedLocationLong: Charlotte, North Carolina US

CountryEEOText_Description:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With a global presence and diversified service offerings, we provide our FORVIS team members with an abundance of career paths to choose from. We pride ourselves on building an inclusive culture where the backgrounds and talents of all our people are valued. We view our people as our most important asset and invest in them by providing competitive total rewards, professional development, and rewarding career opportunities.

About FORVIS

FORVIS is a professional services firm providing assurance, tax, and advisory services. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman, LLP (DHG), FORVIS is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences™. Ranked among the top 10 public accounting firms in the country, FORVIS has 5,500 dedicated professionals who serve clients in all 50 states as well as across the globe. FORVIS is built upon the strong legacies of BKD and DHG, which are reflected in a name that comprises partner initials and represents our unique focus on preparing our clients for what is next. Visit forvis.com for additional information.

FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.