Tax Consultant

TL;DR

Tax Consultant (Finance): Managing employment tax credits and economic incentive programs for clients across the US with an accent on reducing costs and minimizing tax liability. Focus on analyzing KPI data, delivering quarterly business reviews (QBRs), and identifying up-sell opportunities to maximize credit capture.

Location: Remote (Must be based in the United States)

Salary: $60,000–$75,000 base annually

Company

Leading provider of mission-critical background screening solutions to Fortune 100 and Global 500 brands.

What you will do

• Serve as the primary contact for a portfolio of 20-30 tax customers, managing communications and monthly calls.
• Create and deliver organized quarterly business reviews (QBRs) to retain and grow the customer base.
• Analyze KPI data to identify performance drops and suggest improvements for maximum credit capture.
• Identify and execute cross-sell and up-sell opportunities to meet growth goals.
• Mentor and coach other Tax Consultants, modeling best practices.

Requirements

• Bachelor’s Degree in Accounting or Finance preferred.
• Experience in public accounting and account management.
• Proven track record of managing credit and incentive programs.
• Strong public speaking abilities and confident board room presence.
• Must be authorized to work in the US and available for occasional domestic travel.

Nice to have

• Advanced certifications such as SPA, JD, MST, or LLM in Taxation.

Culture & Benefits

• 100% remote work arrangement with optional in-office learning.
• Medical, Vision, and Dental supplementary benefit plans.
• 401k with employer match and Employee Stock Purchase Plan (ESPP).
• Competitive and flexible Paid Time Off (PTO) and 9 paid company holidays.
• Access to growth opportunities and a supportive leadership team.