Overview
This role is part of the Tax Department and supports best-in-class indirect tax operations for North America. The position focuses on day-to-day indirect tax compliance, managing indirect tax advisor relationships, and assisting with indirect tax planning.
Responsibilities
- Own the indirect tax ticket queue end to end (triage, research, resolve, and document) for point-of-sale tax questions from Sales, Order-to-Cash, Procure-to-Pay, and other internal teams.
- Provide responsive, high-quality service to business partners—especially Account Executives—with clear and concise answers to keep deals and transactions moving.
- Escalate deal-specific questions to the Tax Technology and Operations team and policy questions to the Tax Accounting Manager, including well-organized research and a recommended position.
- Track ticket volume, recurring themes, and turnaround times; share insights to guide FAQs, self-service content, and automation.
- Manage US sales and use tax compliance (data gathering, return preparation and review, and timely filing and payment in partnership with external compliance providers).
- Support Canada GST/HST/PST/QST and Mexico IVA compliance (data gathering and coordination with external advisors).
- Prepare recurring filings and accruals, including California use tax, Ohio Commercial Activity Tax, and state retail delivery fees (e.g., Colorado and Minnesota).
- Reconcile indirect tax general ledger accounts monthly and support month-end and quarter-end close.
- Monitor and resolve tax calculation errors across Vertex, NetSuite, and Salesforce; partner with systems teams to test product taxability and process changes.
- Maintain customer exemption certificates and perform the annual exemption certificate review.
- Support sales and use tax audits and notices (gather documentation, prepare workpapers, and respond to taxing authorities).
- Support cash tax forecasting and other Tax Department projects as capacity allows, including direct tax projects.
- Work closely with external tax advisors on research, compliance, and special projects.
Requirements
- 3+ years of indirect tax experience in public accounting, in-house at a company, or a combination of both.
- Bachelor’s degree in Accounting, Finance, or a related field.
- Working knowledge of US sales and use tax compliance, including return preparation and multistate filings.
- Advanced Excel or Google Sheets skills, with the ability to work with large data sets.
- Clear written and verbal communication skills, with the ability to explain tax concepts to non-tax business partners.
- Customer service mindset and a strong work ethic (responsive, organized, and accountable for follow-through).
- Ability to manage multiple priorities and recurring deadlines with high accuracy and attention to detail.
Preferred Qualifications
- Big 4 experience in a tax compliance or return preparation team.
- CPA license or active progress toward it.
- Hands-on experience with Vertex, NetSuite, Salesforce, and Zendesk (or similar ticketing tools).
- Exposure to Canadian GST/HST/PST/QST and/or Mexican IVA and CFDI requirements.
- Working knowledge of direct tax concepts.
- Experience in SaaS, technology, or IoT hardware companies.
- Professional proficiency in Spanish.
- Interest in using automation and AI tools to improve tax processes.
Compensation & Benefits
- Annual Base Salary: $83,597 USD - $112,400 USD
- Total rewards include base salary, performance-based bonus/variable pay, and equity (for eligible roles) in a high-growth public company.
- Benefits include a flexible, employee-led remote model, a professional development stipend, comprehensive health plans, and parental leave plans.
Location
Remote position open to candidates residing in the US except Alaska, Austin Metro, Boulder Metro, California, Chicago Metro, Connecticut, Dallas Metro, Denver Metro, Houston Metro, Maryland, Massachusetts, New Jersey, New York, Rhode Island, Seattle Metro, and Washington, D.C.