Indirect Tax Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the maintenance of the product taxability matrix and ensure accurate product and service tax codes are reflected in the tax engine.

• Revise taxability configurations for newly introduced products, services, bundles, and changes in state taxability, with a focus on SaaS and digital goods.

• Reconcile transaction data sourced from the ERP, billing system, and e-commerce platform into the tax engine.

• Investigate integration discrepancies, incorrectly coded transactions, and absent data, resolving or escalating issues prior to the filing of returns.

• Monitor both economic and physical nexus thresholds across various states.

• Register or deregister as the company’s business presence evolves.

• Maintain jurisdiction settings in the tax engine in accordance with filing obligations.

• Collaborate with the exemption certificate management provider and validate certificates within the tax engine.

• Assist in the preparation and submission of sales and use tax returns.

• Compare calculated tax liabilities with the general ledger and investigate any unusual transactions prior to filing.

• Reconcile payments made to tax payable accounts on a monthly basis and address any discrepancies.

• Assist with amended returns and refund claims.

• Aid in state and local tax audits by collecting documentation, preparing schedules, and responding to auditor inquiries.

• Support compliance for non-U.S. indirect taxes, including GST for Australia, New Zealand, and Canada.

• Help establish and manage processes for property tax and withholding tax related to vendor payments.

• Contribute to global indirect tax initiatives.

• Identify opportunities for tax process automation and enhancements.

• Keep organized, audit-ready tax records, workpapers, and process documentation.

• Collaborate with teams in Finance, Accounting, Sales Operations, IT, and Legal.

• Provide support for U.S. direct tax activities, including data collection and preparation of workpapers for income tax returns and estimated payments.

⛳️ Requirements

• A bachelor's degree in Accounting, Finance, Tax, or a related discipline.

• At least 1 year of experience in indirect tax or in accounting with some exposure to corporate tax.

• Basic understanding of sales and use tax compliance, preferably including return preparation.

• Familiarity with economic and physical nexus concepts.

• Knowledge of state-specific product taxability, particularly concerning SaaS and digital goods.

• Strong skills in Microsoft Excel, including proficiency with lookups and pivot tables.

• Comfortable working with large datasets across financial systems.

• Experience in account reconciliations.

• Proven ability to prepare clear, audit-ready workpapers.

• Capability to research state tax regulations using official guidance or tax research tools.

• CPA certification or an M.S. in Taxation, or progress towards either is preferred.

• Experience with NetSuite, Avalara, or tax engine implementation is preferred.

• Experience in managing exemption certificates is preferred.

• Familiarity with state and local tax audits is preferred.

• Experience with non-U.S. indirect taxes such as VAT and GST is preferred.

• Knowledge of U.S. income tax concepts is preferred.

🏝️ Benefits

• Generous flexible paid time off.

• Holidays and time allocated for volunteering.

• Comprehensive medical insurance.

• Dental insurance coverage.

• Vision insurance options.

• Long-term disability programs.

• Short-term disability assistance.

• Life insurance policies.

• Pet insurance availability.

• 401(k) plan with company matching contributions.

• Access to LinkedIn Learning resources.

• Predominantly virtual work culture.

• Opportunities to collaborate with colleagues globally.

• Employee-led interest and resource groups.

• In-person events at local or market-wide levels.