Tax Senior - Indirect Tax - Sales and Use Lookback Review

About the role

The role 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, managing compliance processes, and handling multi-state sales/use tax recovery projects.

Responsibilities

• Identifying opportunities for tax optimization, credits, and refund recovery, as well as exposure reduction.
• Managing indirect tax strategies, compliance processes, remediation, controversies, and corrective filings.
• Serving as a subject matter expert on a wide range of sales and use tax recovery projects for clients in multiple industries.
• Supporting tax process reviews and technology transformation to enhance service offerings.

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.
• 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

• Experience supporting opportunities for additional services (5-10% of time).
• Experience assisting in completion of RFP responses.
• Experience tracking resource plans and budgets.
• Experience maintaining reports for engagement economics.

Skills

• 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.
• 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.
• Researches our clients' business operations and builds long-lasting relationships with them.
• Identifies applicable sales and use tax exemptions and exclusions.
• Identifies potential overpayment opportunities or risks and communicates these to our clients.
• Maintains awareness of current tax law changes to maintain credibility as a trusted advisor.
• Develops clear, intelligent plans and approaches for sales and use tax recoveries.
• Prepares and defends sales and use tax refund claims.
• Participates on a motivated team of professionals.
• Supervises a motivated team of professionals, ensuring they have the skills, knowledge, and opportunities to reach their full potential.

Benefits

Comprehensive compensation and benefits package including medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.

Pay

$81,700 to $135,000 base salary range for all geographic locations in the US.

Schedule

Flexible vacation policy and various leaves of absence available.

Application Instructions

EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information.