Indirect Tax Specialist

Overview

This role involves managing the preparation, filing, and remittance of indirect taxes such as sales and use tax, gross receipts tax, and other transaction-based taxes. The position ensures compliance with federal, state, and local tax regulations, supports audit and reporting requirements, and collaborates with Finance, Accounting, and Supply Chain teams to ensure proper tax treatment of transactions. The role also focuses on process improvements and system controls to enhance accuracy, efficiency, and compliance within indirect tax operations.

Responsibilities

• Prepare and file indirect tax returns, ensuring accuracy and adherence to statutory deadlines.
• Reconcile indirect tax accrual accounts and supporting schedules; investigate and resolve variances.
• Initiate and process indirect tax payments to taxing authorities using various payment methods (check, ACH, wire, online portals).
• Maintain accurate tax records and documentation by entity in accordance with organizational policies, audit requirements, and regulatory standards.
• Support internal and external audits by gathering documentation, responding to information requests, and assisting with audit resolution and refund claims.
• Review and evaluate transactions for appropriate indirect tax treatment, including warehouse purchases, intercompany allocations, and multi-entity activity.
• Collaborate with Accounting, Finance, and Supply Chain teams to ensure indirect tax considerations are reflected in financial processes and system integrations.
• Utilize enterprise systems and tax engines to support indirect tax reporting, reconciliation, and compliance activities.
• Perform other duties as assigned.
• Maintain regular and reliable attendance.
• Comply with all policies and standards.

Requirements

• Associate Degree required.
• Bachelor's Degree in Accounting, Finance, Business, or related field preferred.
• A combination of education and related experience may be considered in lieu of a degree.
• 3-5 years of experience in indirect tax, sales and use tax, or related tax compliance functions required.
• Experience supporting multi-entity or multi-state tax environments preferred.
• Experience using Oracle Fusion or comparable ERP systems to support indirect tax processes, including tax accruals, filings, reconciliations, and payment workflows preferred.

Knowledge, Skills, and Abilities

• Working knowledge of indirect tax regulations, including sales and use tax, consumer use tax, and gross receipts tax.
• Strong analytical skills to reconcile accounts, identify discrepancies, and resolve tax-related issues.
• Proficiency in spreadsheet tools, including intermediate Excel skills, to support reconciliations and reporting.
• Experience working with enterprise financial systems and tax engines to support tax compliance and reporting.
• Strong organizational skills with the ability to manage multiple deadlines and maintain accurate documentation.
• Effective verbal and written communication skills, with the ability to collaborate across departments.
• Ability to apply sound judgment when evaluating transactions and determining appropriate tax treatment.

Compensation & Benefits

• Comprehensive health coverage including medical, dental, and vision plans.
• Competitive pay and full benefits package.
• Paid time off.
• 401(k) plan with matching contributions.

Location

This position is with a healthcare organization operating in multiple states, including 36 distinct markets across 14 states, with affiliated hospitals and various healthcare sites of care.