Indirect Tax Process Improvement Lead

Job Description

This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.

Position Responsibilities and Duties

• Lead initiatives to improve end-to-end indirect tax processes across solar EPC operations, including sales & use tax and property tax
• Standardize processes across projects, states, and business units to support scalable growth
• Identify inefficiencies in procurement-to-pay, job costing, and tax accrual processes and implement streamlined solutions
• Develop and maintain SOPs and process documentation aligned with SOX requirements
• Partner with IT to implement and optimize tax technology solutions (e.g., Vertex, Avalara, etc.) within ERP environments
• Support ERP implementations and enhancements impacting project accounting, procurement, and tax
• Automate tax determinations and reporting processes for high-volume construction transactions
• Design, implement, and maintain SOX controls over indirect tax processes, including documentation, testing support, and remediation
• Ensure compliance with multi-state sales & use tax requirements, particularly in construction-heavy jurisdictions
• Reduce risk through improved taxability determination, exemption handling, and contractor/vendor compliance
• Partner with procurement and project teams to ensure proper tax treatment of solar equipment (modules, inverters, trackers), materials, and construction services
• Address complex taxability issues related to construction contracts, including lump-sum vs. time-and-material contracts and contractor versus owner tax responsibilities
• Improve processes for use tax accruals on untaxed purchases
• Ensure consistent tax handling across multiple concurrent projects in different jurisdictions
• Enhance processes for tracking and reporting solar assets for property tax purposes across jurisdictions
• Ensure alignment between fixed asset records and property tax reporting for utility-scale solar projects
• Identify opportunities to reduce property tax exposure through improved asset classification and data accuracy
• Improve quality and accessibility of tax data across procurement, project accounting, and fixed asset systems
• Develop reporting and dashboards to support compliance, accruals, and audit readiness
• Act as a key liaison between tax, finance, IT, procurement, and project management teams
• Provide training on indirect tax requirements, processes, and systems to project and procurement stakeholders
• Manage relationships with external tax advisors, compliance providers, and technology vendors
• Track and report on key milestones, risks, and performance metrics to leadership
• Support indirect tax process integrations for acquired businesses
• Develop tax matrices and automation tools for internal use by the team or throughout the business
• Design training materials to support tax-related changes to business processes
• Support data collection and reconciliations for tax audit responses
• Perform taxability research and analysis as requested
• Prepare technical memos and documentation as needed

Minimum Skills or Experience Requirements

• Bachelor’s degree in Accounting, Finance, Tax, or related field
• 7+ years of experience in U.S. indirect tax (sales & use tax and/or property tax), tax technology, or process improvement
• Strong understanding of multi-state sales & use tax, particularly in construction or services environments
• Experience designing and implementing SOX controls and supporting SOX audits
• Experience in EPC, construction, energy, or other project-based industries
• Experience with ERP systems supporting procurement and project accounting
• Proven track record of leading process improvement and cross-functional projects
• CPA or other relevant certification
• Experience in renewable energy, solar, or infrastructure projects
• Experience with tax engines (Vertex, Avalara, etc.)
• Leverage Lean Six Sigma or similar continuous improvement certification
• Deep understanding of indirect tax in construction and EPC environments
• Process optimization and systems thinking
• Strong project management and organizational skills
• Knowledge of SOX compliance and internal controls
• Ability to work cross-functionally with technical and non-technical teams
• Superior attention to detail
• Exceptional communication skills with ability to explain tax technical concepts to the business
• Reduction in manual tax processes across project lifecycle
• Improved accuracy and consistency of tax treatment across multi-state solar projects
• Effective implementation and sustainability of SOX-compliant controls
• Increased automation of tax determination and indirect tax computations
• Scalable tax processes supporting rapid project growth
• Team collaboration and provision of support to indirect tax team