Indirect Tax Process Improvement Lead

This is a fully remote position, open to applicants in Arizona, +3 more states.

📋 Description

• Drive efforts to enhance the complete indirect tax processes within solar EPC operations, encompassing sales & use tax and property tax.

• Standardize procedures across various projects, states, and business units to facilitate scalable growth.

• Recognize inefficiencies in procurement-to-pay, job costing, and tax accrual processes and execute streamlined solutions.

• Create and sustain SOPs and process documentation that aligns with SOX requirements.

• Collaborate with IT to deploy and enhance tax technology solutions (e.g., Vertex, Avalara, etc.) within ERP systems.

• Assist in ERP implementations and upgrades that impact project accounting, procurement, and tax.

• Automate tax determinations and reporting processes for high-volume construction transactions.

• Develop integration between procurement systems, fixed asset systems, and tax engines.

• Design, implement, and uphold SOX controls over indirect tax processes, including documentation, testing support, and remediation.

• Ensure compliance with multi-state sales & use tax regulations, especially in construction-dominant jurisdictions.

• Mitigate risk through enhanced taxability determination, exemption management, and contractor/vendor compliance.

• Collaborate with procurement and project teams to guarantee appropriate tax treatment of solar equipment (modules, inverters, trackers), materials, and construction services.

• Resolve complex taxability issues related to construction contracts, including lump-sum vs. time-and-material contracts and contractor versus owner tax obligations.

• Enhance processes for use tax accruals on untaxed purchases.

• Support tax treatment of inventory, work-in-progress, and capitalized assets throughout the project lifecycle.

• Ensure consistent tax handling across multiple concurrent projects in various jurisdictions.

• Improve processes for tracking and reporting solar assets for property tax purposes across jurisdictions.

• Ensure alignment between fixed asset records and property tax reporting for utility-scale solar projects.

• Identify opportunities to lessen property tax exposure through improved asset classification and data accuracy.

• Enhance the quality and accessibility of tax data across procurement, project accounting, and fixed asset systems.

• Create reporting and dashboards to facilitate compliance, accruals, and audit readiness.

• Serve as a key liaison among tax, finance, IT, procurement, and project management teams.

• Provide training on indirect tax requirements, processes, and systems to project and procurement stakeholders.

• Manage relationships with external tax advisors, compliance providers, and technology vendors.

• Monitor and report on key milestones, risks, and performance metrics to leadership.

• Support indirect tax process integrations for acquired businesses.

• Develop tax matrices and automation tools for internal team or business-wide use.

• Establish standard work documentation to create repeatable processes.

• Design training materials to assist in tax-related changes to business processes.

• Aid in data collection and reconciliations for tax audit responses.

• Conduct taxability research and analysis as requested.

• Prepare technical memos and documentation as necessary.

⛳️ Requirements

• Bachelor’s degree in Accounting, Finance, Tax, or a related discipline.

• A minimum of 7 years of experience in U.S. indirect tax (sales & use tax and/or property tax), tax technology, or process improvement.

• Strong knowledge of multi-state sales & use tax, particularly in construction or services environments.

• Experience in designing and implementing SOX controls and supporting SOX audits.

• Background in EPC, construction, energy, or other project-based industries.

• Familiarity with ERP systems that support procurement and project accounting.

• Proven experience leading process improvement and cross-functional projects.

• CPA or other relevant certification.

• Experience in renewable energy, solar, or infrastructure projects.

• Proficiency with tax engines (Vertex, Avalara, etc.).

• Lean Six Sigma or similar continuous improvement certification.

• In-depth understanding of indirect tax in construction and EPC settings.

• Skills in process optimization and systems thinking.

• Strong project management and organizational capabilities.

• Knowledge of SOX compliance and internal controls.

• Ability to collaborate effectively with both technical and non-technical teams.

• Excellent analytical and problem-solving skills.

• High attention to detail.

• Exceptional communication abilities with the capacity to convey tax technical concepts to the business.

🏝️ Benefits

• Employees (and their families) are eligible for medical, dental, vision, basic life and disability insurance.

• Employees can enroll in our company’s 401(k) plan and are provided vacation, sick, and holiday pay.