Senior Consultant | Sales Tax

Essential Functions And Primary Duties

• Serve as a primary point of contact for assigned clients, managing day-to-day communications and acting as a trusted sales tax advisor.
• Interpret and respond to client inquiries.
• Proactively identify risks, issues, and opportunities; communicate recommendations clearly and professionally.
• Lead onboarding for new clients, including review of sample data, expected outputs, and compliance timelines.

Advanced Data Review & Compliance Oversight

• Perform and/or oversee detailed reviews of client sales data for completeness, accuracy, and conformity with jurisdictional requirements.
• Review and validate state and local jurisdictional files produced by internal sales tax solutions, ensuring accuracy, completeness, and reconciliation to source data.
• Confirm filing accuracy prior to submission, including schedules, attachments, and required supporting documentation.

Technical Analysis & Problem Resolution

• Investigate discrepancies, notices, and system exceptions, coordinate resolution with internal teams and clients.
• Support audits and client inquiries by preparing documentation, explanations, and reconciliations.

Process Leadership, Controls & Governance

• Ensure adherence to internal controls, review standards, data privacy, and documentation requirements.
• Maintain and review audit-ready workpapers, checklists, and evidence of controls.
• Lead updates to process documentation, runbooks, and standard operating procedures.
• Identify control gaps, recurring issues, and automation opportunities, partner with technology teams on enhancements.

Team Leadership & Development

• Support training efforts by sharing best practices, technical guidance, and process improvements.
• Collaborate and continuously improve by preparing and reviewing status reports, exception logs, and operational metrics for internal stakeholders and clients.
• Drive continuous improvement initiatives to reduce errors, cycle time, and manual effort.