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

• Minimum of 3 years of professional knowledge in a broad range of sales and use tax processes, concepts, and tools.
• A Bachelor’s degree in Accounting, Finance, Business or a related discipline.
• 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.

Qualifications

• 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.
• 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.

Skills and attributes for success

• 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.