Overview
This role leads the organization’s indirect tax audit function across multiple jurisdictions, providing strategic oversight of indirect tax operations, compliance, and risk management. The position is a key member of the Corporate Tax team and partners with Billing, Finance, Sales, Customer Success, Operations, Product Management, and IT.
Responsibilities
- Own the indirect tax audit program across multiple jurisdictions, setting audit strategy and directing the full lifecycle from notification through final resolution.
- Serve as the primary decision-maker and company representative with taxing authorities, external auditors, consultants, and internal leaders during audit engagements.
- Establish audit plans, priorities, timelines, documentation standards, and escalation protocols to ensure timely, consistent, and defensible responses.
- Direct research and analysis of complex indirect tax matters; approve technical positions, supporting documentation, and resolution strategies.
- Review and approve financial and transactional documentation, including invoices, contracts, exemption certificates, and system data used to support audit and compliance positions.
- Evaluate audit findings, notices, assessments, refund opportunities, and settlement options; recommend action plans to reduce financial exposure and business risk.
- Advise cross-functional leaders in Billing, Finance, Sales, Customer Success, Operations, Product Management, and IT on tax risk, business impacts, and compliant solutions.
- Manage the Tax Exemption Certificate (TEC) program, including policy, controls, certificate validation, maintenance, renewals, exception management, and audit readiness.
- Maintain business licenses and registrations, ensuring accurate and timely compliance with state and local requirements.
- Govern product taxability mapping and tax system configurations; partner with Product Management and IT to validate tax determination, reporting, testing, and change controls.
- Monitor legislative and regulatory developments and lead continuous improvement initiatives involving internal controls, automation, documentation, metrics, training, and audit readiness.
- Perform other duties as assigned.
- Comply with all policies and standards.
Requirements
- Bachelor’s degree (BA/BS) in Accounting or a related field, or equivalent work experience.
- 5-7 years of progressive experience in indirect tax, including significant experience leading multi-state indirect tax audits and complex tax projects.
- Experience in the technology, cloud, telecommunications, or managed services industry.
- Proven ability to lead complex, multi-jurisdiction indirect tax audits from initiation through resolution and to negotiate directly with taxing authorities.
- Advanced knowledge of sales and use tax laws, audit procedures, exemption certificate requirements, state and local tax regulations, and indirect tax risk management.
- Demonstrated experience evaluating tax notices, assessments, refund claims, settlement options, and material audit exposures.
- Experience establishing audit strategy, governance, documentation standards, controls, and executive-level reporting.
- Experience overseeing business licenses, state registrations, and Tax Exemption Certificate programs.
- Experience governing product taxability determinations, tax code maintenance, and tax configurations within ERP or tax automation systems.
- Strong leadership, project management, judgment, and stakeholder influence skills, with the ability to direct multiple audits and competing priorities.
- Ability to translate complex tax matters into clear business risks, recommendations, and decisions for cross-functional and senior leaders.
- Advanced proficiency in Microsoft Excel and strong mathematical, analytical, written, and verbal communication skills.
- Demonstrated comfort adopting emerging AI tools and technologies to optimize processes, improve collaboration, and drive operational effectiveness.
Preferred Qualifications
- Sales tax engine experience with NetSuite and CCH SureTax.
- CPA, CMI, or other relevant tax certification.
Compensation & Benefits
- Comprehensive benefits package including medical, dental, and vision plans
- Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
- Income protection through disability and life insurance
- 401(k) with company match
- Unlimited PTO and paid company holidays
- Hybrid/remote work options
- Paid bonding leave for eligible employees
- Employee discounts and access to an Employee Assistance Program (EAP)
- Accident, critical illness, long-term care, and hospital indemnity coverages
- Legal and identity theft protection
- Pet insurance
- Supplemental life insurance options
- Referral bonuses and charitable donation matching
- Allowances for eligible roles
Location
- Remote: Job duties are performed from the employee’s home or another approved remote location. Remote employees are expected to maintain productivity, communication, and availability during agreed-upon working hours, in alignment with company policies.
- Travel: 1-2 times/year
Additional Information
- All offers of employment are contingent upon the successful completion of a comprehensive background check.
- Equal Opportunity Employer.