Overview
This role supports the State and Local Tax practice in indirect tax and tax technology transformation. The position is focused on indirect tax engine implementation, automation, and leading professional teams through tax transformation engagements.
The employer is seeking an experienced tax professional with strong indirect tax technical competency plus indirect tax technology/transformation experience.
Responsibilities
- Lead and manage the design, implementation, and configuration of indirect tax software solutions, with a focus on tax engines such as AvaTax, ONESOURCE, and Vertex.
- Provide indirect tax technology expertise in discussions with clients and prospects, including communication with client management, finance/tax teams, enterprise executives, and information technology teams.
- Oversee preparation and review of internal and external deliverables, which may include:
- PowerPoint presentations
- Visio workflows
- Functional business and tax requirements
- Agendas
- Budgets
- Meeting summaries
- Client memorandums
- Assist with continuing development of the delivery platform, including standardized project plans and project management templates, delivery templates (e.g., data dictionary, product mapping matrix), and test script documentation.
- Apply indirect tax technical expertise to client projects and collaborate with indirect tax subject matter and/or industry specialists to provide appropriate support.
- Think strategically about execution aligned to the firm’s focus, the future of the tax service line, and expanding technologies useful to tax.
- Participate in continuous learning activities and research to improve and develop technical expertise.
- Assist with the design and implementation of Indirect Tax Engine training curriculum, including learning tracks for each engine.
- Contribute to tax technology competencies and train existing team members to expand their capabilities.
- Support team growth by recruiting and retaining talent; provide mentorship to team members.
- Assess technology needs for the practice.
Business Development & Strategy
- Assist in developing cross-functional go-to-market strategies with Tax, Consulting, and Audit.
- Assist with developing marketing materials.
- Serve as engagement leader for the full range of services provided by the Indirect Tax Transformation practice.
- Coordinate with other teams to leverage technical competencies and deliver an enhanced client experience.
- Work with tax and non-tax leadership to expand internal knowledge of Indirect Tax Engine and Transformation services and increase introductions to clients and prospects.
- Represent the firm by authoring articles and presenting at seminars and webinars.
Minimum Qualifications
- Bachelor’s degree in finance, accounting, tax, management information systems, computer science, or a related field is required.
- Master’s degree in one of these fields is preferred.
- 7+ years or more of related indirect tax engine and transformation experience, including knowledge of tax engines such as AvaTax, Vertex O-Series, and ONESOURCE.
- Working knowledge of the Microsoft Office suite; strong analytical knowledge in Excel.
- Working knowledge of Alteryx and/or other automation solutions.
- Experience representing tax in tax engine implementations for ERP and ecommerce systems.
- Familiarity with Microsoft, NetSuite, Sage, SAP, and/or Workday preferred.
- General understanding/experience of the tax cycle and tax workflow within each cycle.
- Ability to travel as needed to serve clients.
Preferred Qualifications
- CMI in Sales and Use Tax from the Institute for Professionals in Taxation.
- Broad range of indirect tax knowledge and experience, including compliance and technical.
- Process and technology experience in an indirect tax function.
- Excellent attention to detail with the ability to manage multiple projects within restricted timelines.
- Aptitude for process improvement identification and experience with data manipulation and indirect tax systems.
- Team player with strong project management skills.
- Ability to multitask.
- Excellent verbal and written communication skills, with the ability to present and explain complex information clearly.
Compensation & Benefits
Salary ranges by state are provided below per applicable pay transparency requirements. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. The employer reserves the right to make changes to the salary range based on business needs.
- Colorado (CO): $123,400 – $281,900
- New York (NY): $148,100 – $307,500
- California (CA): $135,700 – $307,500
- Maryland (MD): $123,400 – $281,900
- Massachusetts (MA): $135,700 – $281,900
- Illinois (IL): $123,400 – $281,900
- New Jersey (NJ): $148,100 – $301,500
- Virginia (VA): $111,000 – $256,200
- Vermont (VT): $111,000 – $256,200
- Washington (WA): $123,400 – $307,500
Location
United States (all 50 states) and internationally (as applicable per the firm’s client service needs).
Close Date
09/08/2026