Senior Manager of Sales and Use Tax
hace 1 día
Albany
About Us SolomonEdwardsGroup, LLC (“SolomonEdwards”) is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world’s most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, and collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards Position Summary: We are seeking an experienced Sales and Use Tax professional to join our organization as a full-time, remote/hybrid employee. This individual will serve as a senior-level subject-matter expert capable of independently owning, managing, and improving the complete sales and use tax function for client organizations. The ideal candidate will have Manager, Senior Manager, Director, or comparable in-house leadership experience and be comfortable operating as both a technical expert and a hands-on practitioner. This person must be able to enter an organization, quickly understand its operations and systems, identify sales and use tax risks, establish priorities, and take ownership of the entire sales and use tax lifecycle. This is not a narrowly focused compliance position. The successful candidate must be capable of leading compliance, audits, controversy, taxability determinations, exemption management, nexus reviews, process improvement, systems implementations, transaction support, and executive-level communication. Essential Duties: Employment Details • Employment type: Full-time employee, • Work arrangement: Remote/hybrid, • Experience level: Manager, Senior Manager, Director, or equivalent, • Travel: Limited travel may be required based on client or business needs (15% max), • Reporting relationship: Reports to Tax Partner Primary Responsibilities Sales and Use Tax Process Ownership • Assume responsibility for the complete sales and use tax function for assigned organizations or engagements., • Evaluate the current sales and use tax operating model, including people, processes, technology, controls, and third-party service providers., • Develop and maintain a comprehensive sales and use tax calendar covering returns, payments, registrations, renewals, audits, notices, exemption certificates, and other filing obligations., • Establish clear roles, responsibilities, review procedures, and escalation protocols., • Manage multiple jurisdictions, legal entities, business units, and filing obligations., • Identify gaps in existing processes and develop practical remediation plans., • Provide day-to-day leadership and technical guidance to accounting, finance, tax, operations, billing, procurement, and technology teams. Compliance and Reporting • Oversee the preparation, review, and filing of state and local sales and use tax returns., • Manage monthly, quarterly, and annual compliance obligations across multiple jurisdictions., • Review transaction data and reconcile tax returns to general ledger accounts, tax systems, billing systems, and source documentation., • Manage sales and use tax accruals, reserves, reconciliations, and account clean-up., • Identify and correct overpayments, underpayments, filing errors, and process deficiencies., • Coordinate registrations, account closures, filing-frequency changes, and other jurisdictional matters., • Manage notices, assessments, penalties, interest, and correspondence with taxing authorities., • Oversee compliance performed internally, through a managed service provider, or through a combination of internal and external resources., • Develop and maintain compliance procedures, workpapers, documentation standards, and review controls. Taxability Research and Technical Analysis • Research and document the sales and use tax treatment of products, services, equipment, software, digital products, rentals, leases, construction activities, and other transactions., • Analyze complex transaction flows involving customers, vendors, contractors, subcontractors, distributors, marketplaces, and related entities., • Determine the appropriate tax treatment based on transaction facts, contract terms, billing arrangements, customer type, product or service classification, and jurisdictional law., • Prepare clear, practical taxability memoranda and decision documents., • Translate complex tax rules into actionable guidance for non-tax stakeholders., • Develop and maintain taxability matrices by product, service, customer type, and jurisdiction., • Monitor legislative, regulatory, administrative, and judicial developments affecting the organization., • Evaluate the impact of changes in law and coordinate required updates to systems and business processes. Nexus and Registration • Perform state and local nexus reviews, including physical presence, economic nexus, marketplace-facilitator, affiliate, click-through, and other nexus considerations., • Analyze sales, transaction volumes, employee locations, inventory, property, contractor activity, and other operational data., • Identify historical and prospective registration and filing requirements., • Develop practical nexus remediation plans based on risk, materiality, and business objectives., • Coordinate new registrations and establish ongoing compliance processes., • Evaluate exposure associated with historical noncompliance., • Assist with voluntary disclosure agreements, amnesty programs, back filings, and other remediation alternatives. Audits and Controversy • Lead state and local sales and use tax audits from initial information requests through final resolution., • Serve as the primary contact with auditors and taxing authorities., • Develop audit strategies and manage document production, sampling, transaction testing, and auditor communications., • Review and challenge proposed assessments, sampling methodologies, taxability positions, penalties, and interest., • Prepare written responses, position papers, protests, refund claims, and supporting documentation., • Negotiate audit resolutions and coordinate appeals when appropriate., • Manage audit reserves, exposure estimates, status reporting, and communications with leadership., • Identify recurring issues discovered during audits and implement sustainable corrective actions. Exemption Certificate Management • Establish and oversee processes for obtaining, validating, storing, renewing, and reporting exemption certificates., • Evaluate the validity and completeness of customer and vendor exemption documentation., • Resolve missing, expired, incomplete, or incorrect certificates., • Support exemption-certificate system implementations and data-conversion projects., • Develop procedures to reduce audit exposure associated with undocumented exempt sales., • Coordinate with sales, customer service, billing, accounts payable, and accounts receivable teams. Systems and Tax Technology • Evaluate sales and use tax systems, ERP configurations, billing processes, purchasing processes, and related data flows., • Lead or support the implementation, optimization, and maintenance of tax engines and compliance platforms., • Develop tax decision logic, product tax codes, customer exemption rules, jurisdiction assignments, and system-testing protocols., • Perform or oversee user acceptance testing and post-implementation validation., • Diagnose tax-calculation errors and determine whether issues originate in tax content, system configuration, master data, transaction data, or business processes., • Partner with information technology, finance, accounting, procurement, order-to-cash, and procure-to-pay teams., • Identify automation opportunities that improve accuracy, efficiency, scalability, and control., • Experience with one or more of the following is strongly preferred:, • Avalara, • Vertex, • Thomson Reuters ONESOURCE, • Sovos, • SAP, • Oracle, • Microsoft Dynamics 365, • NetSuite, • Workday, • Alteryx, • Other tax engines, compliance platforms, ERP systems, or data-analysis tools Process Improvement and Internal Controls • Assess existing sales and use tax processes and identify control gaps, inefficiencies, and areas of risk., • Design scalable processes that can support organizational growth, acquisitions, system changes, and increased transaction volumes., • Develop standard operating procedures, process maps, control documentation, and responsibility matrices., • Establish review controls over compliance, taxability decisions, system changes, exemption certificates, and account reconciliations., • Support internal audit, external audit, and SOX-related requirements when applicable., • Develop key performance indicators and reporting tools to measure compliance, exposure, process performance, and remediation progress., • Train tax, accounting, finance, operational, and business personnel on sales and use tax requirements. Transaction and Business Support • Provide sales and use tax support for acquisitions, dispositions, reorganizations, integrations, and other business transactions., • Perform sales and use tax due diligence and quantify potential exposures., • Assist with purchase agreement considerations, including tax representations, indemnities, escrows, and pre-closing remediation., • Support post-acquisition integration, including registrations, taxability mapping, system configuration, compliance transition, and process alignment., • Review significant customer, vendor, construction, equipment, lease, and service contracts for sales and use tax implications., • Advise business leaders on the tax consequences of new products, services, markets, entities, and operating models. Leadership and Stakeholder Management • Build trusted working relationships with tax, finance, accounting, legal, information technology, procurement, sales, operations, and executive leadership., • Communicate technical matters clearly to both tax and non-tax audiences., • Provide concise updates regarding risks, opportunities, deadlines, audits, and remediation activities., • Manage competing priorities and multiple workstreams in a deadline-driven environment., • Lead internal employees, contractors, outside advisors, and managed service providers as needed., • Review the work of less-experienced professionals and provide coaching and technical development., • Identify situations requiring escalation and present leadership with practical alternatives and recommendations., • Represent the sales and use tax function in cross-functional meetings and organizational initiatives. Required Qualifications • Bachelor’s degree in accounting, finance, taxation, business, or a related discipline., • Approximately 8 or more years of progressively responsible sales and use tax experience., • Experience at the Manager level or above within a corporation, public accounting firm, consulting firm, law firm, or specialized state and local tax practice., • Demonstrated ability to independently own and operate a multistate sales and use tax function., • Strong knowledge of state and local sales and use tax laws, regulations, administrative guidance, and common industry practices., • Meaningful experience with multistate compliance, taxability research, nexus, audits, exemption certificates, account reconciliations, and process improvement., • Experience interpreting transaction data, general ledger information, invoices, contracts, and operational documentation., • Ability to research complex tax issues and communicate conclusions in clear written and verbal formats., • Experience working directly with taxing authorities and managing sales and use tax audits., • Strong project-management, organizational, and problem-solving abilities., • Ability to operate independently in a remote environment while remaining responsive and collaborative., • Ability to manage multiple organizations, engagements, or workstreams simultaneously., • Strong Excel skills and experience working with large transaction-level datasets., • Professional presence and the ability to communicate with controllers, chief financial officers, tax executives, operational leaders, and other senior stakeholders. Preferred Qualifications • Certified Public Accountant, Certified Member of the Institute for Professionals in Taxation, attorney, or other relevant professional credential., • Big Four, national accounting firm, specialized state and local tax consulting, or significant corporate tax department experience., • Experience serving as the primary sales and use tax leader for a multistate organization., • Experience with sales and use tax process transformation, automation, or tax technology implementation., • Experience with staff augmentation, outsourced tax functions, or advisory engagements., • Experience working across several industries, such as energy, oilfield services, manufacturing, construction, technology, healthcare, retail, real estate, financial services, transportation, or professional services., • Experience with voluntary disclosure agreements, reverse audits, refund reviews, and historical exposure remediation., • Experience supporting mergers, acquisitions, due diligence, and post-acquisition integration., • Knowledge of gross receipts taxes, business license taxes, excise taxes, telecommunications taxes, or other transaction-based taxes is beneficial. Required Leadership Characteristics The successful candidate should be: • A hands-on leader who can perform detailed work while maintaining oversight of the complete process., • Comfortable entering an unclear or underdeveloped environment and establishing structure., • Able to distinguish significant risks from lower-priority technical issues., • Practical and business-minded when recommending solutions., • Confident making and documenting technical decisions., • Highly accountable for deadlines, work quality, and stakeholder communication., • Comfortable challenging existing positions or processes when facts support a different approach., • Capable of explaining complex sales and use tax matters without unnecessary technical language., • Collaborative, responsive, and effective in a remote working environment., • Willing to take ownership rather than waiting for detailed instructions. Travel Requirements: Must be willing and able to travel locally to client offices in the Greater Houston area as needed by client. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices. Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $65 – 75. Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k). Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated. We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives and to be their whole selves. Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy. Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise.
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