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 point of contact for clients regarding sales and use tax matters.
• 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.
• Strong influencing skills and the confidence to question existing processes.
• The ability to prioritize when working on multiple complex projects.
• 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.

Qualifications

• Knowledge of tax legislation and impact assessment.
• Experience in indirect tax refund and recovery review.
• Proficiency in tax planning and optimization.
• Experience in audit quality and remediation techniques.
• 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

• Accounting and finance knowledge.
• Tax planning and optimization.
• Compliance and reporting.
• Data analysis and interpretation.
• Client relationship management.
• Project management.
• Communication and presentation skills.
• Problem-solving and critical thinking.

Benefits

Includes 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, with the expectation that most people in external, client-serving roles will work together in person 60% of the time over the course of an engagement, project, or year.