Tax Consultant

Overview

This role is for a Fractional Tax Consultant who supports growing organizations that need more than basic tax compliance. The work may involve navigating multi-state nexus considerations, supporting international expansion, managing audit defense, and advising on tax strategy to improve both efficiency and compliance.

Engagements are structured on a part-time, project-based, or advisory retainer basis. Ideal candidates are senior tax professionals—such as CPAs or tax attorneys—who want to lead strategy and provision work across multiple organizations with a flexible schedule.

Responsibilities

Key responsibilities may include:

• Strategic Planning: Develop comprehensive tax strategies to minimize effective tax rates and align with business objectives.
• Provision & Reporting: Manage calculation and reporting of income tax provisions for financial statements.
• Compliance Oversight: Review and sign off on complex federal, state, and local income tax returns for accuracy.
• Nexus Analysis: Determine taxable presence arising from remote employees or sales volume; manage required registrations.
• Transfer Pricing: Establish and document policies for intercompany transactions to meet international or multi-state requirements.
• Audit Management: Lead defense for tax authority inquiries or audits and negotiate settlements.
• Incentives & Credits: Identify and document eligibility for government tax credits and incentives to reduce liability.
• M&A Due Diligence: Advise on tax implications of mergers, acquisitions, or restructuring events to help prevent successor liability.

Requirements

Required qualities may include:

• Proven Experience: Deep background in corporate tax, ideally within public accounting or a corporate tax department.
• Technical Mastery: Comprehensive knowledge of federal, state, and international tax codes and regulations.
• Credentials: Professional certification such as a CPA or a specialized advanced degree is typically required.
• Risk Management: Ability to identify exposure areas early and implement controls to mitigate them.
• Communication: Ability to translate complex tax concepts into clear financial impacts for executives and the board.
• Research Skills: Ability to research and interpret novel tax positions for emerging business models.
• Business Acumen: Understanding how operational decisions impact the entity’s tax position.

Additional Information

• Ability to set your own pricing
• Virtual / work from home
• Flexible schedule
• Work across industries