Sr. Tax Analyst

Overview

This role is part of the organization’s Accounting Channel and the Managed Returns for Accountants (MRA) team. As a Senior Tax Analyst on MRA, you will serve as the primary compliance expert and relationship owner for a select portfolio of accounting firms. You will own the end-to-end returns experience for those firms, from onboarding through filing, notice resolution, and continuous improvement.

This is an active compliance and customer-facing role. You will apply deep multi-jurisdictional transaction tax compliance expertise to drive automation, improve quality, and increase the capability of others around you.

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
• Serve as the dedicated primary point of contact for a select portfolio of accounting firms for all 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

• Act as the first point of contact for accounting firm returns questions, setting expectations and translating complex compliance information into accessible, actionable guidance
• Own onboarding and validation of new sales and use tax returns customers, ensuring a smooth transition into the organization’s 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

Process Improvement and Team Enablement

• Identify, develop, and implement automation improvements to better 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-Driven Excellence (AI Bar Raiser expectations)

• Demonstrate a working command of AI-powered tools applied to tax compliance workflows, including automated return preparation, anomaly detection, notice pattern recognition, and data reconciliation
• Identify high-value opportunities to apply AI and automation to reduce manual effort, improve accuracy, and increase throughput across MRA operations
• Teach, model, and coach teammates on effective AI-assisted workflows to raise the team’s AI fluency
• Critically evaluate AI outputs to determine where automation adds value versus where human judgment and expertise must remain central
• Contribute to broader AI adoption within the Returns organization by piloting new approaches, documenting results, and sharing learnings across teams

Requirements

Required Qualifications

• Bachelor’s degree in Accounting or Finance AND a minimum of 5 years of directly related experience in multi-jurisdictional sales and use tax compliance, returns preparation, or tax operations
• Strong analytical, research, and problem-solving skills, including the ability to work through ambiguous compliance scenarios
• Excellent written and verbal communication skills, with 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 an organization’s customer 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

Compensation & Benefits

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

Location

• US business hours required