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, managing indirect tax strategies, and implementing compliance processes.

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.

Requirements

• Develop and implement strategies, operating models, and compliance frameworks to manage indirect taxes throughout the tax lifecycle.
• Build and apply knowledge on a wide range of sales and use tax recovery projects for clients in multiple industries.
• Work on complex issues requiring in-depth evaluation and analysis.
• Provide general guidance to others newer to the role or at a lower level.
• Research 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 ensure regulatory requirements are met.
• Develop clear, intelligent plans and approaches for sales and use tax recoveries.
• Prepare and defend sales and use tax refund claims.

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

• Contribute to the delivery of one or more processes, solutions, and/or projects by delivering agreed activities and applying judgment to inform recommendations.
• Meet personal targets that impact the immediate team.
• Implement procedures and guidelines, working on complex issues requiring in-depth evaluation.
• Provide general guidance as needed to others newer to the role or at a lower level.
• Make decisions based on broad policies, applying personal knowledge and experience to guide decisions and resolve issues.
• Define and execute deliverables, track deliverable completion and project status.
• 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.
• Monitor current tax law changes to maintain your 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.
• Participation on a motivated team of professionals.
• Supervise a motivated team of professionals, guaranteeing they have the skills, knowledge, and opportunities to reach their full potential.