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Consultant, Exemption Certificate Solutions

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Ryan LLC
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Compliance, Financial Analyst, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 62000 - 80850 USD Yearly USD 62000.00 80850.00 YEAR
Job Description & How to Apply Below
Consultant, Exemption Certificate Solutions page is loaded## Consultant, Exemption Certificate Solutions locations:
Dallas:
Remote time type:
Full time posted on:
Posted Todayjob requisition :
R0018915
* Hybrid Work Options
* Award-Winning Culture
* Generous Personal Time Off (PTO) Benefits
* 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
* Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
* Benefits Eligibility Effective Day One
* 401K with Employer Match
* Tuition Reimbursement After One Year of Service
* Fertility Assistance Program
* Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service The Exemption Certificate Management (“ECM”) Consultant performs sales and use tax exemption certificate collection, validation, storage, and reporting for Ryan clients. The ECM During the performance of his or her duties, the ECM Consultant will be required to exercise regular discretion and independent judgement based on his or her familiarity with multistate sales and use tax exemption certificate laws, regulations, and publications.

Further, the ECM Consultant will be required to make decisions about sales and use tax certificates by first comparing and evaluating possible courses of action after considering various possibilities. The ECM Consultant will also interact with all levels of the team (Consultants, Managers, and Principals) and will frequently correspond with clients via email and telephone while performing his or her duties.
** Duties and responsibilities, as they align to Ryan’s Key Results  People:
*** Create a positive team member experience.
** Client:
*** Consults and advises clients on exemption certificate requirements and necessary remediation steps.  Corresponds with Ryan client customers regarding various exemption certificates matters
* Utilizes Control Point software for retrieval and evaluation of exemption certificates.
* Integration of Control Point technology into client processes.
* Control Point training for clients as needed.
** Value:
*** Using Control Point Exemption Certificate Management Software, the ECM Consultant will perform the following duties:  + Ensures effective onboard process for new exemption certificate outsource clients  + Develops and implements continuous process improvements regarding exemption certificate collections, validations and reporting. Prepares end to end exemption certificate collection, validation, and reporting process narratives and diagrams showing the compliance process flow.  + Evaluates jurisdictional statutes and determines validity of exemption certificate  + Strong communication and people skills required to convey conclusions and decisions to clients with finesse and professionalism.  

Corresponds with Ryan clients to explain the status of exemption certificates (e.g., valid, missing, wrong form, no signature, no registration number).  + Generates daily, weekly, monthly, and annual reports on exemption certificate review activity  + Demonstrates sound understanding and knowledge of multi-state sales and use tax exemption certificate laws
* Performs exemption certificate requirements research
* Prepares and updates agendas for client and team status calls
* Provides support for client billings
* Other duties as requested.
*
* Education and Experience:

** Bachelor’s Degree or equivalent, and up to 3 years of government compliance experience.  In lieu of a Bachelor’s Degree, the position requires 10 years of experience with government compliance related matters.
** Computer

Skills:

** To perform this job successfully, an individual must have intermediate skills in Microsoft Word, Excel, and familiarity with PowerPoint, Outlook; and Internet navigation and research.
** Certificates and Licenses:
** Valid driver’s license required.
*
* Supervisory Responsibilities:

** This position has no supervisory responsibilities but may be required to supervise other resources as the exemption certificate outsource service grows.
** Work Environment:*
* • Standard indoor working environment.  
• Occasional long periods of sitting while working at computer.  
• Position requires regular interaction with employees at all levels of the Firm…
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