Senior Indirect Tax Analyst

Tax Compliance & Reporting

• Prepare, review, and file U.S. sales and use tax, excise tax, and other indirect tax returns across multiple jurisdictions
• Ensure timely and accurate remittance of tax payments
• Reconcile indirect tax accounts and support monthly/quarterly close processes
• Maintain compliance with state and local tax registration, licensing, and filing requirements

Tax Analysis & Advisory

• Perform tax research and analyze taxability of products, services, and transactions under U.S. state, local and indirect tax laws
• Provide guidance to Accounting, AP/AR, Procurement, and Sales teams on direct and tax matters
• Support implementation and maintenance of tax determination systems (e.g., Vertex, Avalara)
• Aid in tax implications of new business initiatives, system changes, and contracts

Audit & Risk Management

• Manage and support state and local tax audits, including data gathering, responses, and negotiations
• Identify, quantify, and help mitigate indirect tax risks and exposures
• Monitor changes in U.S. indirect tax legislation and assess impact on the company

Process Improvement & Documentation

• Develop and maintain indirect tax procedures, controls, and documentation
• Identify opportunities to improve compliance efficiency through automation and process enhancements
• Support SOX/internal control requirements related to indirect taxes

Partnership and K-1 Process

• Support K-1 and unit holder filings and correspondence
• Absorb tax distribution process for unit holders
• Manage information requests from external advisors related to the K-1 process
• Absorb management of equity process with Finance, HR, and Legal teams

Tax Registration & Tax Return Process

• Prepare various tax workpapers using Excel
• Support property tax and tax registration processes
• Prepare, review and maintain resale and sales tax exemption certificates
• Support workflow process from tax preparation through tax payment processes
• Process tax return filings, as needed

Tax Project & Records Management

• Build and maintain internal tax and permanent legal files with historical entity formation documentation and tax related information
• Maintain and track tax department calendar with due dates
• Maintain Tax Legal Entity Structure Chart with responsibility for tracking real-time changes
• Assist with team management of tax compliance deadlines
• Track customer contract reviews for the department and assist with prioritization of tax review process
• After identification from tax team, manage and support team process improvement initiatives
• Absorb support of SOX documentation procedures (maintaining records and audit ready files)
• Absorb support of tax planning, restructuring, and entity closures
• Absorb support of tax team’s development of efficiency tools (e.g., checklists, process documents, training materials, etc.)
• Absorb assistance in monitoring and responding to tax inquiries received from the business
• Absorb tracking department budget, accrued advisory fees, and third-party invoices

Minimum Skills or Experience Requirements

• Minimum 5-7 years of tax, accounting, or legal experience in public accounting firm or public company setting
• Bachelor's degree in accounting, business, or related field
• CPA or other professional licensing, preferred
• Proficiency in Excel, including advanced skills is required
• Strong organizational skills, attention to detail and ability to maintain accurate records
• Excellent verbal and written communication skills required
• Familiarity with tax software systems and ERP systems

Candidates in San Diego location, preferred

Qualities for Success in the Role

• Exceptional attention to detail required for preparing schedules, filing returns, processing payments, etc.
• Ability to multitask, prioritize tasks, and meet deadlines in a fast-paced environment
• Strong organizational and time management skills with the ability to multitask while working independently and efficiently with acute attention to detail
• Superior communication skills with ability to communicate effectively throughout the organization
• Excellent organizational skills needed to manage department permanent records, compliance documentation, and tracking audit requests
• Strong critical thinking, analytical, and problem-solving skills
• Learns quickly when facing new problems
• Can operate independently and as part of team

Benefits

• Medical, dental, vision, basic life and disability insurance
• 401(k) plan
• Vacation, sick and holiday pay

Compensation Range

$91,080.00 - $113,850.00

Job Number

J13717