Tax Senior - Indirect Tax - Sales and Use Lookback Review

About the role

The opportunity involves advising on indirect tax regulatory changes and supporting compliance and reporting needs for both public and private entities. Responsibilities include identifying opportunities for tax optimization, credits, and refund recovery, managing indirect tax strategies, compliance processes, remediation, controversies, and corrective filings. Additionally, you'll support tax process reviews and technology transformation to enhance service offerings.

Responsibilities

• Identify opportunities for tax optimization, credits, and refund recovery, as well as exposure reduction.
• Manage indirect tax strategies, compliance processes, remediation, controversies, and corrective filings.
• Support tax process reviews and technology transformation to enhance service offerings.
• Handle multi-state sales/use tax recovery projects for large, sophisticated organizations.
• Make decisions based on broad policies, applying personal knowledge and experience to resolve issues.
• Implement procedures and guidelines, often working on complex issues requiring in-depth evaluation.
• Provide general guidance to others newer to the role or at a lower level.
• 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.

Requirements

• A Bachelor’s degree in Accounting, Finance, Business or a related discipline.
• A minimum of 3 years of professional knowledge in a broad range of sales and use tax processes, concepts, and tools.
• An achieved or partially achieved CPA qualification, the ability to sit for a state Bar, certification as a member of the Institute for Professionals in Taxation, or CMI designation.
• 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.
• Willingness to travel as needed, and working in a balanced hybrid environment.
• Demonstrated expertise in tax legislation and impact assessment.
• Experience in indirect tax refund and recovery review.
• Proficiency in tax planning and optimization.
• Knowledge of audit quality and remediation techniques.
• Familiarity with credit modeling.
• Understanding of data quality, accounting principles, and standards.
• Skills in risk mitigation and data analysis/interpretation.
• Knowledge of tax compliance and reporting requirements.
• Ability to use data visualization and storytelling to communicate insights.
• Ability to build and manage relationships.
• Demonstrated client trust and value.
• Strong communication skills with impact.
• Emotional agility and hybrid collaboration skills.
• Complex problem-solving and critical thinking abilities.
• Proven ability to drive outcomes and demonstrate learning agility.
• Commercial acumen and experience leading teams.

Qualifications

• A Bachelor’s degree in Accounting, Finance, Business or a related discipline.
• A minimum of 3 years of professional knowledge in a broad range of sales and use tax processes, concepts, and tools.
• An achieved or partially achieved CPA qualification, the ability to sit for a state Bar, certification as a member of the Institute for Professionals in Taxation, or CMI designation.
• 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.
• Willingness to travel as needed, and working in a balanced hybrid environment.
• Demonstrated expertise in tax legislation and impact assessment.
• Experience in indirect tax refund and recovery review.
• Proficiency in tax planning and optimization.
• Knowledge of audit quality and remediation techniques.
• Familiarity with credit modeling.
• Understanding of data quality, accounting principles, and standards.
• Skills in risk mitigation and data analysis/interpretation.
• Knowledge of tax compliance and reporting requirements.
• Ability to use data visualization and storytelling to communicate insights.
• Ability to build and manage relationships.
• Demonstrated client trust and value.
• Strong communication skills with impact.
• Emotional agility and hybrid collaboration skills.
• Complex problem-solving and critical thinking abilities.
• Proven ability to drive outcomes and demonstrate learning agility.
• Commercial acumen and experience leading teams.

Skills and attributes for success

• Responsible for contributing to the delivery of one or more processes, solutions, and/or projects by delivering agreed activities and applying judgment to inform recommendations.
• Accountable for meeting personal targets that impact the immediate team.
• May help coordinate the work of junior colleagues or team members.
• Mets performance objectives and metrics set locally (client service, quality and risk management, sales and business growth, solution development, and teaming).
• Defines and executes deliverables, tracks deliverable completion and project status.
• Makes decisions based on broad policies, applying personal knowledge and experience to guide decisions and resolve issues.
• Implements procedures and guidelines, working on complex issues requiring in-depth evaluation.
• Provides general guidance as needed to others newer to the role or at a lower level.

Pay

The base salary range for this job in all geographic locations in the US is $81,700 to $135,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $98,100 to $153,500. 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

Most people in external, client serving roles work together in person 60% of the time over the course of an engagement, project or year.