Senior Tax - Sales, Use and Incentives

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

📋 Description

• Serve as the primary leader for sales and use tax compliance, planning, and dispute resolution activities.

• Keep track of indirect tax law modifications and evaluate their impact on the business.

• Discover opportunities for tax optimization, risk mitigation, and refund recovery.

• Assist in remediation, disputes, corrective filings, technology upgrades, and process enhancement initiatives related to indirect tax.

• Oversee projects involving sales and use tax exemptions and incentives connected to data center operations and various state credit programs.

• Identify qualifying company activities, compile and assess supporting documentation, and aid in claims and filings.

• Prepare and assess calculations, tax documents, memoranda, executive summaries, and audit response assistance.

• Track legislative and regulatory changes and discover new incentives or process enhancements.

• Define and implement project deliverables, monitor project status, and report on tax initiatives.

• Foster relationships across Infrastructure, Finance, Legal, and business teams.

• Coordinate workstreams and offer guidance across teams.

• Investigate business operations to customize tax strategies.

• Convey opportunities and risks to internal stakeholders.

• Act as a liaison with external tax advisors and state and local authorities.

• Report directly to the Director of Indirect Tax.

⛳️ Requirements

• Bachelor's degree in Accounting, Finance, Business, or a related discipline.

• Over 3 years of experience in sales and use tax.

• Proficient in sales and use tax compliance, planning, or dispute resolution.

• Experience in preparing technical analyses, credit calculations, tax documents, memoranda, executive summaries, or audit response materials.

• Strong technical expertise in sales/use tax and credits & incentives domains.

• Capability to work independently and collaborate effectively within a team.

• Exceptional written and verbal communication abilities.

• Keen attention to detail and quality in work output.

• Ability to lead projects or workstreams and manage various priorities in a fast-paced setting.

• Strong influencing skills and the confidence to question established processes.

• Ability to cultivate and maintain professional relationships.

• Proficient in complex problem-solving and critical thinking.

• Preferred experience in public accounting or equivalent fields.

• Experience with state and local credits and incentives programs is preferred.

• Familiarity with tax research tools (CCH, Hein, Lexis, or RIA) is preferred.

• Experience in data center tax incentives is preferred.

• Preferred qualifications include being a licensed CPA (or CPA-eligible), licensed attorney, or enrolled agent.

🏝️ Benefits

• Reimbursement for relevant conferences, training, and educational pursuits.

• Access to over 10,000 courses through LinkedIn Learning.

• Employee Assistance Program available.

• Opportunities for local employee meetups.

• Flexible time-off policy.

• Eligibility for bonuses based on company and individual performance.

• Equity grants provided upon hire for eligible employees.

• Option to join the Employee Stock Purchase Program.