Tax Business Analyst - Indirect Tax

Overview

An experienced Tax Business Analyst is needed to support the organization’s Indirect Tax function. This role is part of a project to identify, document, and strengthen indirect tax capabilities across six areas: compliance and filing, tax data management and reconciliation, advisory support, audit management, property tax assessment review, and the technology and systems that enable indirect tax work.

The analyst will work hands-on with the tax team and coordinate with finance, IT, and external advisors. Responsibilities include both performing indirect tax work and documenting processes.

Responsibilities

• Indirect Tax Compliance and Filing Management

  • Prepare, file, and remit sales and use, excise, and property tax returns across multiple state and local jurisdictions
  • Maintain the filing calendar and remittance controls

• Tax Data Management, Reconciliation, and Documentation Control

  • Maintain, validate, and reconcile all tax-relevant data (transaction data, exemption certificates, fixed asset listings, rates and rules)
  • Ensure supporting documentation is complete and audit-ready

• Advisory Support and Customer Inquiry Resolution

  • Provide day-to-day indirect tax advice to internal teams (AP, billing, procurement, sales)
  • Resolve customer tax inquiries, including taxability questions, exemption certificates, and credits/refunds

• Audit Management and Regulatory Response

  • Manage state and local indirect tax audits end to end
  • Respond to notices and information requests from tax authorities
  • Coordinate with external advisors (examples given: EY, Ryan) on audits, appeals, and voluntary disclosures

• Property Tax Assessment Review and Value Challenge

  • Review assessed property tax valuations for accuracy
  • Identify over-assessments and lead value challenges and appeals where beneficial

• Technology and Systems Enablement for Indirect Tax

  • Operate the tax engine, ERP tax configuration, and compliance/reporting tools used for indirect tax
  • Define and test system changes, tax rates and rules updates, and data integrations
  • Document processes and capability gaps

Requirements

• Experience

  • 10+ years of indirect tax experience (sales and use, excise and/or property tax) in a multi-state corporate tax department or a tax advisory firm
  • Hands-on preparation, filing, and remittance of indirect tax returns across many jurisdictions

• Tax data and reconciliation

  • Strong tax data reconciliation skills (e.g., general ledger to return, tax engine to ERP, exemption certificate management)
  • Advanced Excel

• Audit and advisory

  • Experience managing state and local tax audits, notices and appeals, and working with external tax advisors

• Property tax

  • Assessment review, valuation analysis, and appeals

• Technology and systems

  • Working knowledge of indirect tax technology, including a tax engine (examples given: Vertex, Avalara, Thomson Reuters ONESOURCE or similar) and an ERP (examples given: JD Edwards, Oracle, SAP)
  • Experience with compliance software (examples given: ONESOURCE or Vertex Returns)

• Business analysis and documentation

  • Business analysis skills, including requirements, process mapping, documentation, UAT, and clear written communication

• Education and certifications

  • Bachelor’s degree in Accounting, Finance, or a related field
  • CPA, CMI or similar is a plus

Preferred Qualifications

• Healthcare, pharmaceutical, or distribution industry experience
• Experience documenting tax capabilities, controls (SOX), and process improvements
• Power BI, Alteryx, or SQL for tax data analysis

Compensation & Benefits

• All positions are Remote and are available as Full Time Employment or B2B Contracts.

Location

• Remote or hybrid preferred (Dallas, TX or Richmond, VA)
• US based resources only