Job Title: Tax Manager, SALT Indirect Tax Automation (ITA)
Job Responsibilities:
The primary responsibility of the Tax Manager, SALT Indirect Tax Automation, is to apply industry knowledge and experience to collaborate with clients in implementing indirect tax automation tools. These tools include, but are not limited to, Vertex O Series, Vertex Q Series, Vertex Indirect Tax Returns, OneSource Indirect Tax Determination, OneSource Compliance, Sovos (Taxware), and Avalara AvaTax. The role is client-facing and implementation-focused, requiring a strong understanding of indirect taxes such as Sales & Use, GST, and VAT. The Manager will design, build, and configure optimal tax system solutions for clients.
Key duties include:
Product Knowledge:
- Implementing tax technology tools with a working knowledge of leading indirect tax technology tools.
- Designing and implementing tax compliance systems such as Vertex Returns, OneSource Compliance, and Avalara.
- Applying knowledge of various tax filing requirements at state and local levels.
- Learning additional tools for client implementations and competitive knowledge.
Project Management:
- Serving as the Project Lead and Project Manager on third-party indirect tax software implementations and customized sales tax automation solutions.
- Managing system integration projects involving major ERP and billing systems like SAP, Oracle, PeopleSoft, JD Edwards, MS365/AX, NetSuite, etc.
- Leading system implementation and integration projects from end to end, including process design, software selection, implementation, user acceptance, training, and go-live and post-go-live phases.
- Delivering projects on time and within budget using project management and client service skills.
- Collaborating with clients to understand the bigger picture when developing and implementing projects.
- Reviewing complex client requirements to derive best-in-class design for the implementation of tax technology tools.
- Managing client expectations and communicating complex technical items clearly.
- Developing customized applications for various database platforms.
- Developing sales tax automation proposals.
- Conducting and participating in sales and proposal development meetings.
- Participating in various speaking engagements on behalf of the company.
- Developing thought leadership content for tax automation on behalf of the national Indirect Tax Automation Practice.
Strategy Development:
- Introducing and developing new or improved ideas that can provide operational value to clients.
- Identifying and leveraging lessons learned on prior projects and offering input on improving processes and methods.
- Suggesting marketing approaches for new ideas and creating written memos describing processes and steps to complete automation using implemented tools.
Other Duties:
- Supervising and training staff, as appropriate.
Education and Experience Information:
Education:
- Bachelor's Degree required, with a focus in Accounting, Information Systems, or Computer Science preferred.
Experience:
- Four or more years of work experience with demonstrated direct involvement in indirect tax system implementation projects required.
- Successful implementation of indirect tax systems such as Vertex, Thomson Reuters, Avalara, and Sovos required.
License/Certifications:
- Licensed CPA, EA, JD/ LLM, MTX, CMI, PMP preferred.
- Vertex, Thomson Reuters, Avalara, Sovos Indirect Tax System Certified Implementer preferred.
Software:
- Experience with indirect tax determination systems such as Vertex, OneSource, Sovos, or Avalara required.
- Experience with indirect tax compliance systems, such as Vertex Returns, OneSource Compliance, Avalara compliance preferred.
- Experience with Indirect Tax Exemption certificates modules, Vertex, OneSource, Avalara, Sovos preferred.
- Knowledge of Alteryx, Power BI, and RPA preferred.
- Strong knowledge of MS Excel, MS Access, MS PowerPoint preferred.
Other Knowledge, Skills, & Abilities:
- Solid verbal and written communication skills.
- Strong people skills, including training/instruction with professionals at all levels.
- Executive presence and the ability to be the primary contact for the client, prepare and conduct presentations to clients and potential clients.
- Strong client development/relationship-building skills.
- Sound decision-making skills.
- Ability to work within teams.
- Basic knowledge and skill level in engagement management, including preparation of budgets, project plans, engagement letters, billing and collection, etc.
- Ability to complete projects independently.
- Travel requirement 25-40%.
Salary Information:
Individual salaries offered to candidates are determined after consideration of numerous factors, including but not limited to the candidate’s qualifications, experience, skills, and geography.
Salary Range:
- National Range: $79,800 - $168,000
- Maryland Range: $79,800 - $168,000
- NYC/Long Island/Westchester Range: $79,800 - $168,000
- Washington DC Range: $79,800 - $168,000
About Us:
Join us at Company, where you will find more than a career; you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At Company, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. Company is proud to be an ESOP company, reflecting a culture that puts people first by sharing financially in our growth in value with our . team. Company professionals provide assurance, tax, and advisory services for a diverse range of clients across the . and in over 160 countries through our global organization.
Company is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits offerings. The annual allocation to the ESOP is fully funded by Company through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
- Welcoming diverse perspectives and understanding the experience of our professionals and clients.
- Empowering team members to explore their full potential.
- Our talented team who brings varying skills, knowledge, and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities.
- Celebrating ingenuity and innovation to transform our business and help our clients transform theirs.
- Focus on resilience and sustainability to positively impact our people, clients, and communities.
- Company Total Rewards that encompass so much more than traditional “benefits.”
Equal Opportunity Employer, including disability/vets.
