Senior Tax Analyst

Overview

This role is part of a Premium Managed Returns Service (PRS) offering focused on delivering high-touch support to customers enrolled in PRS. You will serve as a primary point of contact for customers with highly complex, multijurisdictional returns, responsible for both improving compliance outcomes and minimizing tax exposure.

In addition, you will contribute to day-to-day compliance operations by embedding automation and AI into existing workflows to improve speed, accuracy, and scalability.

Responsibilities

Compliance and Filing Operations

• Prepare, review, and file multi-jurisdictional sales and use tax, business and occupation, and gross receipts tax returns for monthly, quarterly, semi-annual, and annual filing cycles
• Manage a select portfolio of customer accounts as their dedicated primary point of contact for returns-related questions and escalations
• Research and resolve jurisdictional tax notices on behalf of customers with clear, timely, and well-documented communication
• Perform quality assurance reviews related to sales and use tax content and jurisdiction form changes

Customer and Relationship Management

• Serve as the first point of contact for customers’ sales and use tax returns questions, setting clear expectations and communicating complex compliance information in an accessible, actionable manner
• Own the onboarding and validation of new sales and use tax returns customers, ensuring a smooth transition into the platform
• Communicate regularly and effectively with customers, jurisdictions, and internal teams as part of research and resolution workflows
• Take full ownership of customer satisfaction, demonstrating empathy and proactive responsiveness to customer needs

Process Improvement and Team Enablement

• Identify, develop, and implement automation improvements to serve customers across a variety of market and tax verticals
• Identify process and technology gaps and recommend improvements that reduce risk, increase throughput, and improve customer outcomes
• Assist with implementation, training, and documentation initiatives in support of the broader team
• Coordinate and lead training for junior-level employees, serving as a knowledge resource for critical troubleshooting and in-cycle risk reduction
• Apply expert knowledge of jurisdiction websites and taxpayer-facing portals, including data input nuances and system limitations

AI Bar Raiser Expectations

• Leverage AI tools to accelerate data analysis, reconciliations, exception review, and return preparation while maintaining or improving quality
• Use AI to draft clear, professional customer and jurisdiction communications, applying judgment and domain expertise before sending
• Summarize complex issues, RCAs, and action plans with AI to improve clarity and reduce preparation time for internal and external stakeholders
• Design and implement at least one AI-enabled workflow enhancement (e.g., standardized prompts, variance review patterns, notice response templates) within the first 12 months
• Quantify measurable AI impact such as reduced review hours, faster cycle times, or lower notice/rework rates
• Apply AI responsibly in alignment with security, privacy, and compliance standards
• Share AI best practices, examples, and lessons learned to elevate team productivity and capability

Requirements

Education and Experience

• Bachelor’s degree in Accounting, Finance, Business, or a related field AND a minimum of 5 years of directly related experience in multi-jurisdictional sales and use tax compliance, returns preparation, or tax operations
• Master’s degree in a relevant field AND a minimum of 3 years of directly related experience may be substituted for the above

Note: A degree is required for this role. Work experience alone, without an accompanying degree, does not satisfy the education requirement.

Required Skills and Qualifications

• Strong analytical, research, and problem-solving skills with demonstrated ability to work through ambiguous compliance scenarios
• Excellent written and verbal communication skills, including the ability to translate complex tax concepts into clear guidance for accounting professionals and internal stakeholders
• Ability to work independently and manage competing priorities to meet strict filing deadlines
• Ability to learn and adapt quickly to new software applications, platforms, and tools
• Advanced proficiency in Microsoft Office, with depth in Excel (including Power Pivot, VLOOKUP, HLOOKUP, and related functions)
• Must be available and working during US business hours

Preferred Qualifications

• Advanced degree (Masters) in Accounting, Taxation, or Finance
• Experience with a Big 4 firm, a large corporate tax department of a multinational company, or a large ERP integration
• Expert understanding of a customer’s data flow from AvaTax portal to Returns Console
• Deep understanding of user platform features related to jurisdiction configuration, including nexus, exemptions, marketplace rules, filing calendars, reporting, and transaction data
• Working knowledge of transaction flow across the business and the downstream impact on returns preparation and filing
• Familiarity with returns content areas including transaction tax calculation, transaction data flow, returns mapping, and returns filing automation

12-Month Success Signals

• Independently manage a portfolio of complex, multijurisdictional customers on PRS with minimal escalation
• Achieve consistent 100% on-time filing performance (or agreed SLA targets) for assigned portfolios
• Maintain high accuracy with visible reductions in rework, variances, and notices relative to baseline
• Implement at least one documented AI-driven workflow or process improvement adopted by the broader team
• Demonstrate strong working knowledge of AvaTax, Returns Console, PRS, including data flows and key configuration patterns
• Contribute meaningfully to at least one cross-functional initiative (e.g., product feedback loop, automation pilot, training series) with clear, documented outcomes
• Be recognized by peers and leaders as a “go-to” SME for PRS-based compliance in at least one or two critical domains (e.g., specific jurisdictions, firm segment, workflow type)

Compensation & Benefits

• Compensation package
• Paid time off
• Paid parental leave
• Many employees are eligible for bonuses
• Health & wellness benefits vary by location but generally include private medical, life, and disability insurance

Location

• Must be available and working during US business hours

Equal Opportunity

All qualified candidates will receive consideration for employment without regard to race, color, creed, religion, age, gender, national orientation, disability, sexual orientation, US Veteran status, or any other factor protected by law. Reasonable adjustments are available during the recruitment process upon request.