Sr. Consultant, Tax Technology

About the role

The Senior Consultant, Tax Technology partners with primarily internal stakeholders, with some external client support, to identify business challenges, analyze tax processes and systems, and design and implement scalable solutions that drive operational efficiency and client value. This role performs requirements analysis, process design, data evaluation, ETL and data transformation, solution configuration, testing, and documentation to support business and technology initiatives.

Responsibilities

• 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.
• Directly with internal and external stakeholders to understand business needs, operational challenges, and system requirements.
• Translate business requirements into functional specifications and solution designs.
• Develop and deliver high-quality client documentation, reports, and presentations.
• Assist with data gathering, extraction, reconciliation, and analysis.
• Assist in 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.

Requirements

• Bachelor’s degree in Business, Accounting, Finance, Information Systems, Computer Science, Technology, Data Analytics, or related field; or 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, process improvement, or 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 such as Six Sigma, PMP, Alteryx, Microsoft Power Platform, Power BI, or related certifications a plus.

Qualifications

• Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and other Microsoft Office applications.
• Advanced Excel skills preferred, including data analysis, formulas, pivot tables, reconciliations, and reporting.
• Experience with ETL, data transformation, and low-code/no-code automation tools such as Alteryx required or strongly preferred.
• Experience with Microsoft Power Platform, Power BI, and other low-code/no-code ETL, automation, and data visualization tools preferred.
• Experience with Databricks, data lakes, data pipelines, notebooks, or cloud-based data platforms a plus.
• Working knowledge of data structures, data models, data mapping, querying concepts, relational databases, and reporting logic.
• Experience with SQL or similar data querying languages preferred.
• Experience with transaction tax engines such as Vertex, OneSource, or Avalara, including configuration, data flows, testing, troubleshooting, and reporting.
• Familiarity with integrations across ERP, e-commerce platforms, billing systems, tax engines, third-party/vendor software, and enterprise reporting platforms.
• Experience with APIs, system integrations, and data mapping concepts, including REST, SOAP, JSON, and XML.
• Experience building dashboards, reports, workflows, reconciliations, data validation routines, or automated data processes that support tax, finance, or operational decision-making.
• Experience with project, software management, and collaboration tools such as Microsoft Project, Planner, Jira, Azure DevOps, Asana, ClickUp, or similar tools.
• Ability to quickly learn and adapt to new tax, data, reporting, automation, and technology platforms.

Skills

• Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and other Microsoft Office applications.
• Advanced Excel skills preferred, including data analysis, formulas, pivot tables, reconciliations, and reporting.
• Experience with ETL, data transformation, and low-code/no-code automation tools such as Alteryx required or strongly preferred.
• Experience with Microsoft Power Platform, Power BI, and other low-code/no-code ETL, automation, and data visualization tools preferred.
• Experience with Databricks, data lakes, data pipelines, notebooks, or cloud-based data platforms a plus.
• Working knowledge of data structures, data models, data mapping, querying concepts, relational databases, and reporting logic.
• Experience with SQL or similar data querying languages preferred.
• Experience with transaction tax engines such as Vertex, OneSource, or Avalara, including configuration, data flows, testing, troubleshooting, and reporting.
• Familiarity with integrations across ERP, e-commerce platforms, billing systems, tax engines, third-party/vendor software, and enterprise reporting platforms.
• Experience with APIs, system integrations, and data mapping concepts, including REST, SOAP, JSON, and XML.
• Experience building dashboards, reports, workflows, reconciliations, data validation routines, or automated data processes that support tax, finance, or operational decision-making.
• Experience with project, software management, and collaboration tools such as Microsoft Project, Planner, Jira, Azure DevOps, Asana, ClickUp, or similar tools.
• Ability to quickly learn and adapt to new tax, data, reporting, automation, and technology platforms.

Benefits

• 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
• Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
• 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

Pay Transparency: For certain California based roles, the base salary hiring range for this position is $86,500.00 - $114,125.00.
For other California based roles, the base salary hiring range for this position is $79,500.00 - $104,775.00.
For Colorado based roles, the base salary hiring range for this position is $75,500.00 - $99,825.00.
For Illinois based roles, the base salary hiring range for this position is $79,500.00 - $104,775.00.
For other Illinois based roles, the base salary hiring range for this position is $75,500.00 - $99,825.00.
For Maryland based roles, the base salary hiring range for this position is $75,500.00 - $99,825.00.
For Massachusetts based roles, the base salary hiring range for this position is $79,500.00 - $104,775.00.
For other Massachusetts based roles, the base salary hiring range for this position is $75,500.00 - $99,825.00.
For New Jersey based roles, the base salary hiring range for this position is $86,500.00 - $114,125.00.
For New York based roles, the base salary hiring range for this position is $86,500.00 - $114,125.00.
For other New York based roles, the base salary hiring range for this position is $72,000.00 - $95,150.00.
For Washington based roles, the base salary hiring range for this position is $79,500.00 - $104,775.00.

Schedule

Standard indoor working environment. Long periods of sitting while working at computer. Position requires regular interaction with employees at all levels of the Firm and vendors both in-person and via e-mail and telephone. Independent travel requirements: up to 25%, depending on client.