Sales & Use Tax Analyst

Taxability & Research

• Analyze sales and purchase transactions in SAP and Vertex O to determine proper taxability and conduct tax research.

Audit & M&A Support

• Support audits, appeals, and newly acquired-entity integration by gathering documentation, responding to information requests, and preparing workpapers, position memos, and taxability mapping.

Reconciliation & Reporting

• Reconcile tax accounts and resolve variances between source systems (SAP, NetSuite) and tax engines (Vertex, Avalara); prepare monthly, quarterly, and annual reporting deliverables.

Analytics & Process Improvement

• Use Excel, Alteryx, and AI tools to support audits, filings, and process improvement; identify sales/use tax savings opportunities and reduce exposure and compliance risk.

Vertex & Exemptions

• Assist the Senior Tax Analyst with Vertex taxability, parts mapping, and exemption-certificate configuration; serve as primary contact to the third-party certificate provider for escalations and complex certificates.

Payments

• Perform monthly bank reconciliation of tax payments against the filing calendar and coordinate timely delivery of the payment upload file to Accounts Payable to avoid penalties.

Business Licenses

• Track and manage the business license renewal calendar across all entities and jurisdictions, submitting renewals before expiration (~8–12 hours/month, heavier during concentrated renewal cycles).

Procurement & Budget

• Set up purchase orders in Coupa and assist with vendor budget analysis and reconciliation.

Correspondence

• Review incoming mail and monitor the corporate tax and Sales Tax Review inboxes daily, escalating time-sensitive notices without delay.

Customer Service & Training

• Respond promptly to business-unit and customer inquiries on taxability and exemption applicability; help develop and deliver tax training for AR, AP, Sales, and Procurement.

Education & Experience

• Associate’s degree in Accounting or Finance with 1–3 years of multi-state Sales & Use Tax compliance experience is preferred.
• High School Diploma or Equivalent with relevant work experience is required.
• Hands-on experience with Vertex O (or comparable engine such as Avalara) and ERP systems (SAP, NetSuite) for tax determination, reporting, and reconciliation.
• Demonstrated experience preparing/reconciling multi-state returns, coordinating with exemption-certificate providers, and supporting audit defense.
• Strong analytical, organizational, communication, and problem-solving skills.
• Proficient in Microsoft Office (especially Excel).
• Canadian GST/HST/PST/QST knowledge a plus.
• Experience working with cross-functional teams including Accounts Payable, Accounts Receivable, and Finance.