Tax Manager - Indirect Tax - Sales and Use Lookback Review

About the role

The opportunity is to lead workstream delivery, track status and deliverables, and participate in client working sessions. You will advise on indirect tax regulatory changes, design strategies, operating models, processes, and compliance frameworks, identify opportunities for tax optimization, credits and refund recovery, exposure reduction, manage strategies, compliance, remediation, controversies, and corrective filings. You will translate regulatory changes into practical compliance and reporting solutions, implement operating models and frameworks across the indirect tax lifecycle, and lead optimization, recovery, and exposure-reduction initiatives.

Responsibilities

• Lead workstream delivery, track status and deliverables, and participate in client working sessions.
• Identify opportunities for additional services, contribute to RFPs, manage engagement economics, and implement resource plans and budgets.
• Guide teams, drive improvement, and recommend solutions by interpreting internal/external issues.
• Travel regularly for external clients.
• Develop solutions to complex problems and select suitable methods and criteria.
• Recommend policy changes and establish procedures for your area or function.
• Apply depth of expertise to guide others toward quality solutions.
• Research our clients' business operations and build long-lasting relationships with them.
• Identify applicable sales and use tax exemptions and exclusions.
• Identify potential overpayment opportunities or risks and communicate these to our clients.
• Maintain awareness of current tax law changes to maintain credibility as a trusted advisor.
• Develop clear, intelligent plans and approaches for sales and use tax recoveries.
• Prepare and defend sales and use tax refund claims.
• Participate on a motivated team of professionals.
• Manage a motivated team of professionals, ensuring they have the skills, knowledge, and opportunities to reach their full potential.

Requirements

• Bachelor’s degree in Accounting, Finance, Business or a related discipline.
• An achieved CPA qualification, member of a state Bar, certification as a member of the Institute for Professionals in Taxation or CMI designation.
• A minimum of 5 years of relevant experience in a broad range of sales and use tax processes, concepts, and tools.
• Experience managing budgets, people, and projects.
• A proven record of excellence in a professional services or tax organization.
• Technical writing and research experience in a tax context.
• The ability to prioritize when working on multiple complex projects.
• Strong influencing skills, and the confidence to question existing processes.
• Tax legislation and impact assessment.
• Indirect tax refund and recovery review.
• Tax planning and optimization.
• Data analysis and interpretation.
• Tax compliance and reporting requirements.
• Data visualization and storytelling.
• Application and tool analysis.
• Sustainability drivers and mega trends.
• Building and managing relationships.
• Client trust and value.
• Communicating with impact.
• Emotional agility.
• Hybrid collaboration.
• Complex problem solving.
• Critical thinking.
• Driving outcomes.
• Learning agility.
• Commercial astuteness.
• Leading teams.
• Managing change.
• Negotiation and influencing.
• Sector knowledge.
• Global mindset.

Qualifications

• Experience leading workstreams across planning, execution, and closure.
• Contribution to RFP responses and sales growth.
• Practical management of engagement economics and resource planning.
• Daily participation in client working sessions and strong stakeholder management.

Skills and attributes for success

• Client-facing delivery leadership, disciplined quality and risk management, continuous improvement, and the ability to guide teams toward outcomes.
• Communicate with impact and bring commercial astuteness to drive growth.
• Manage and deliver processes, solutions, and projects with a focus on quality and risk.
• Lead or supervise professionals to deliver complex technical initiatives with accountability for results.
• Interpret internal/external issues to recommend innovative, practical solutions.
• Meet locally set performance metrics across client service, quality, sales, solution development, and teaming.

Pay

The base salary range for this job in all geographic locations in the US is $105,100 to $192,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $126,100 to $218,900. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.

Schedule

Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year.

Benefits

• We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business.
• Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year.
• Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.