Sr Tax Specialist

Overview

This full-time Senior Tax Specialist role supports the indirect tax function with a focus on sales and use tax setup, maintenance, reporting, and compliance. The position also involves supporting audit activities, tax data analysis, and daily tax operations. Strong analytical skills, attention to detail, and clear communication of tax matters are essential. The role requires responsible use of AI-enabled and other technology tools to enhance research, analysis, efficiency, and documentation while safeguarding confidential information and validating output accuracy.

Responsibilities

• Interpret individual state tax regulations and evaluate current reporting for compliance
• Communicate tax findings and requirements to customers and Account Executives regarding sales tax
• Prepare monthly sales and use tax filings, Canadian GST filings, and related journal entries
• Assist with sales and use tax audits
• Serve as subject matter expert for configuration and maintenance of Vertex tax software, including management of customer resale and tax exemption certificates
• Prepare and file year-end Forms 1099
• Perform other duties as assigned

Requirements

• Minimum 5 years of experience with multi-state sales tax filings
• Experience with Vertex tax software preferred
• Ability to work cross-functionally with internal and external stakeholders
• Strong critical thinking, analytical problem-solving, and sound decision-making skills
• Ability to assess complex or ambiguous situations, prioritize issues, and recommend practical next steps
• Proficiency with Microsoft Excel and other business systems
• Experience using AI tools or AI-enabled workplace technology to enhance productivity preferred; must use AI responsibly by validating outputs, protecting confidential information, and applying professional judgment
• Excellent communication, time management, multitasking, and interpersonal skills
• Ability to handle and maintain confidential data
• Ability to work well under pressure and meet deadlines
• Positive and professional attitude
• Flexibility and ability to work well in a team environment

Education

• Associate’s degree in accounting, finance, or related field

Compensation & Benefits

• Estimated salary range: $50,000 - $60,000 annually (varies by location, experience, education, and other factors)
• Comprehensive benefits including nationwide Medical, Dental, Vision, Life, and Disability insurance
• Additional voluntary benefits available
• 401(k) Retirement Savings Plan
• Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA)

Location

• United States (multiple sales offices across the country)

Additional Information

Applications are reviewed on an as-needed basis and the posting will be removed once the position is filled or no longer available. Reasonable accommodations are provided for individuals with disabilities during the employment process upon request.

The organization is an equal opportunity employer committed to diversity and inclusion, providing equal employment opportunities without regard to race, color, religion, sex, pregnancy, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military status, or any other protected characteristic by law.

Participation in E-Verify is required.