Indirect Tax Analyst

Key Responsibilities

• Lead the exemption certificate repository, ensuring certificates are current, accurate, and properly categorized.
• Request, track, and validate exemption certificates from customers and vendors.
• Monitor expirations and proactively follow up to maintain compliance.
• Prepare monthly and quarterly sales & use tax returns across multiple jurisdictions.
• Update and prepare monthly sales & use tax files to ensure accurate and timely return preparation.
• Review invoices to identify indirect tax liabilities, taxability issues, and potential exposure.
• Afford assistance in gathering and validating data for refund claims, audits, and reconciliations.
• Prepare, file, and maintain business license registrations and renewals across multiple jurisdictions.
• Track filing deadlines and ensure timely submissions.
• Perform general ledger account reconciliations for: Sales & use tax, Property tax.
• Maintain documentation supporting monthly balances and adjustments.
• Consistently update and refine the property tax accrual forecast based on new data, assessments, and operational changes.
• Extract, clean, and organize data needed for indirect tax filings and analyses.
• Support the preparation of annual personal property tax returns, including asset listings, additions, disposals, and location updates.
• Afford assistance in data validation for audits, refund claims, and internal reporting.
• Collaborate with AP, AR, Operations, and IT to resolve data issues and improve tax data quality.
• Support the Senior Analyst and broader tax team on audits, refund claims, and process improvements.
• Identify opportunities to streamline workflows and improve data accuracy.
• Maintain and update process documentation, checklists, and internal controls.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or related field.
• 1–3+ years of experience in indirect tax, accounting, or related compliance functions.
• Advanced Excel skills (pivot tables, lookups, modeling, data transformation).
• Experience with Power BI or other data analytics tools (Tableau, Alteryx, etc.).
• Strong organizational skills and attention to detail.
• Ability to manage multiple deadlines in a fast-paced environment.

Preferred Experience

• Experience with exemption certificate platforms or tax engines.
• Familiarity with ERP systems (Workday, SAP, Oracle, etc.).
• Exposure to multi-jurisdictional sales/use tax or property tax filings.