Senior Tax Analyst

Responsibilities

• Ensure accurate, on-time preparation, review, and filing of multi-jurisdictional tax returns across all tax types for monthly, quarterly, semi-annual, and annual filings.
• Review and validate jurisdictional returns set up on behalf of our customers.
• Own cases end-to-end, including research, analysis, and coordination, ensuring effective and complete resolution.
• Effectively manage case volumes and priorities to meet SLAs, minimize aging, and avoid escalations.
• Communicate clearly and proactively with customers, internal teams, and jurisdictions, including leading customer calls where required.
• Collaborate cross-functionally to drive faster resolution, remove blockers, and improve overall customer experience.
• Identify recurring issues and support process improvements or automation to enhance efficiency and scalability.
• Proactively troubleshoot complex cases and mitigate risks, ensuring minimal rework and improved resolution quality.
• Communicate clearly and precisely with customers in written and verbal form.
• Work collaboratively with team to train new team members on compliance processes.
• Document, organize, and maintain training materials for use across all teams.
• Elevate team capability by sharing AI best practices and contributing to broader adoption.
• Leverage AI tools to accelerate case research, analysis, and resolution timelines.
• Draft clear, accurate, and professional customer and internal communications using AI with proper validation.
• Utilize AI to summarize customer issues and actions.
• Utilize AI to identify patterns in cases, recurring issues, and potential root causes to improve resolution quality.
• Drive efficiency by applying AI to reduce case aging, improve SLA adherence, and streamline workflows.
• Utilize N8N or other tool to automate recurring, scheduled workflows.
• Share AI best practices across teams to elevate productivity.
• Apply AI responsibly in alignment with Avalara security standards and share best practices to elevate team performance.

Qualifications

• Bachelor of Science in Accounting, Finance, or related field.
• Experienced professional with 1–3 years of experience in indirect tax (Sales & Use, Communications, Lodging, or similar).
• Experience in case management, tax/compliance operations, or customer-facing roles handling complex queries.
• Strong analytical, research, and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to work independently yet still function as a team player.
• Able to give and receive both positive and constructive feedback.
• Ability to learn and adapt to different software applications and tools.
• Knowledge of Microsoft Office such as Word and Excel.
• Detail-oriented and proficient at balancing multiple priorities/issues.
• Proficient in communicating clearly and professionally in written, verbal, and electronic formats.
• Understanding of basic math and accounting concepts.