Tax Consultant

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.  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

What You May Need to be Successful:

• 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

Other Knowledge, Skills, Abilities or Certifications: 

• 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

Why First Advantage is Your Next Big Career Move: First Advantage is going through a technology transformation! We are looking for experts who are excited to work with advanced technologies and provide best-in-class user experience, drive the development and deployment of scalable solutions, and smoothly guide our agile teams and clients through meaningful changes as we continue to expand our impact. Additional benefits offered to our eligible people include:    

• 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! 

What Are You Waiting For? Apply Today! You have learned a little about us today – we want to learn about you! If you think this position and our company are a great fit for your areas of interest and expertise, tell us about you by applying now! The salary range for this position is approximately $60-75k base annually. This range reflects our good faith estimate to pay fairly as to what our ideal candidates are likely to expect, and we tailor our offers within the range based on the selected candidate’s experience, industry knowledge, technical and communication skills, and other factors that may prove relevant during the interview process.  

United States Equal Opportunity Employment:

First Advantage is proud to be a global leader in removing barriers and supporting our community members to ensure the changing demographics of the workforce are reflected in our hiring and employment practices. We value all of our candidates, employees, and clients, and place great emphasis on hiring and supporting qualified individuals in each role. We are an equal opportunity employer. We do not discriminate on the basis of race, color, ethnicity, ancestry, religion, sex, national origin, sexual orientation, age, citizenship status, marital status, disability, gender identity, gender expression, veteran status, genetic information, or any other area protected by applicable law.