Sr. Consultant, Tax Technology

About the Role

The Senior Consultant, Tax Technology partners primarily with internal stakeholders and also supports external clients to identify business challenges, analyze tax processes and systems, and design scalable solutions that improve operational efficiency and client value. This position performs requirements analysis, process design, data evaluation, extract, transform, and load (ETL) activities, solution configuration, testing, and documentation to support business and technology initiatives. The Senior Consultant uses tools such as Alteryx, Power BI, Databricks, Microsoft Power Platform, and other low-code/no-code technologies to deliver data-driven tax solutions while exercising independent judgment, mentoring team members, and contributing to high-quality client outcomes.

Responsibilities

• People:
  • Create a positive team experience through collaboration, accountability, and professional conduct.
  • Provide guidance, mentorship, and training to junior team members on business analysis, data analysis, solution documentation, testing, and tax technology delivery practices.
  • Review work products for accuracy, completeness, data integrity, and overall quality.
  • Support cross-functional collaboration across internal teams, global counterparts, technology teams, tax subject matter experts, and client-facing delivery teams.
  • Contribute to a culture of continuous improvement, knowledge sharing, and practical adoption of tax technology tools and solutions.
• Client:
  • Interface directly with internal and external stakeholders to understand business needs, operational challenges, and system requirements.
  • Translate business requirements into functional specifications and solution designs.
  • Provide proactive status updates and maintain effective communication throughout project life cycles.
  • Assist with data gathering, extraction, reconciliation, and analysis.
  • Develop and deliver high-quality client documentation, reports, and presentations.
  • Support resolution of client inquiries, technical questions, and service-related matters.
• Value:
  • Analyze existing business and system processes to identify inefficiencies and improvement opportunities.
  • Develop and document scalable business process and solution designs aligned to client objectives.
  • Create, configure, implement, test, and support business and technology solutions based on defined requirements.
  • Build, execute, and document test scenarios to ensure solution quality and performance.
  • Assist in the development of project plans, timelines, and deliverables to ensure successful execution.
  • Identify risks and escalate issues appropriately to support timely resolution.
  • Contribute to operational excellence by delivering accurate, timely, and high-quality results.

Qualifications

• Bachelor’s degree in business, accounting, finance, information systems, computer science, technology, data analytics, or a related field; or an equivalent combination of education and professional experience.
• Minimum of three (3) years of experience in consulting, business analysis, tax technology, technology implementation, data analysis, ETL processes, process improvement, or a related professional services environment.
• Experience working in or supporting tax, finance, accounting, enterprise technology, or client solutions environments preferred.
• Demonstrated experience analyzing complex business processes, tax processes, data structures, and system requirements and translating them into actionable solutions.
• Experience supporting project delivery, including requirements gathering, documentation, data analysis, testing, stakeholder coordination, and implementation support.
• Experience with low-code/no-code tools, ETL processes, automation, data visualization, and reporting preferred.
• Proven ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• Process, project management, tax technology, data, or analytics certifications (e.g., Six Sigma, PMP, Alteryx, Microsoft Power Platform, Power BI) are a plus.

Skills

• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook), with advanced Excel skills preferred.
• Experience with ETL tools such as Alteryx (required or strongly preferred).
• Experience with Microsoft Power Platform, Power BI, and other low-code/no-code tools preferred.
• Experience with Databricks, data lakes, and cloud-based data platforms a plus.
• Working knowledge of SQL or similar data querying languages preferred.
• Experience with transaction tax engines (Vertex, OneSource, Avalara) and ERP systems (SAP, Oracle, Microsoft Dynamics), with a strong preference for SAP.
• Familiarity with APIs, system integrations, and data mapping concepts (REST, SOAP, JSON, XML).
• Working knowledge of U.S. sales and use tax and/or international VAT data structures and reporting requirements.
• Experience with project management and collaboration tools (Microsoft Project, Jira, Azure DevOps, etc.).
• Ability to quickly learn and adapt to new tax, data, and technology platforms.

Benefits

• Hybrid Work Options
• Award-Winning Culture
• Generous Personal Time Off (PTO)
• 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
• Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
• Benefits Eligibility Effective Day One
• 401K with Employer Match
• Tuition Reimbursement After One Year of Service
• Fertility Assistance Program
• Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service

Pay

Base salary hiring ranges vary by location:

• California: $86,500.00 - $114,125.00 (certain roles) or $79,500.00 - $104,775.00 (other roles)
• Colorado: $75,500.00 - $99,825.00
• Illinois: $79,500.00 - $104,775.00 or $75,500.00 - $99,825.00 (other roles)
• Maryland: $75,500.00 - $99,825.00
• Massachusetts: $79,500.00 - $104,775.00 or $75,500.00 - $99,825.00 (other roles)
• New Jersey: $86,500.00 - $114,125.00
• New York: $86,500.00 - $114,125.00 or $72,000.00 - $95,150.00 (other roles)
• Washington: $79,500.00 - $104,775.00