The Senior Associate, SALT ITA (Indirect Tax Automation) assists clients by providing advice and services related to the implementation of indirect tax software solutions. The ITA Senior applies her/his business experience and tax technical knowledge to address the client’s business objectives related to automation and any associated tax implications. The ITA Senior is responsible for identifying different methods of complying with tax regulations and recommending a course of action that meets the identified business objectives.

Additional responsibilities include applying knowledge to understand potential tax issues and how to automate these needs, evaluate and select alternative solutions to lessen tax burden and cost of compliance, recognize and communicate potential risks, identify potential changes in the tax policy and apply new policies and solutions to tax compliance. This role also serves as primary contact for our clients, as needed, including but not limited to preparing and delivering presentations to clients and potential clients.

Job Duties:

Solution Research:

Identifies when research is needed to resolve solution issues; frames issues to be researched; analyzes facts; adequately tests the proposed solution; and reports the results

Demonstrates an in-depth level of understanding of various support documentation and resources available

Applies firm and professional standards for preparation of supporting research

Develops and maintains relationships with various indirect tax software vendors; understands how to access and leverage software vendor resources

Solution Consulting:

Consults on client business requirements for implementing U.S. sales and use tax processes, International VAT processes, and system solutions

Develops, recommends, and implements methods to maximize client benefits through automated solutions, especially by decreasing clients’ current and future tax management processes and tax burden

Considers the applicability of all state tax consulting sub-specialties for each client, conferring with other tax consultants, when appropriate

Involves other state tax sub-specialty subject matter experts, when appropriate

Applies workplans for automated tax solution projects performed for clients

Develops consultative selling skills

Assists in managing client expectations

Communicates with clients to gather information when applicable

Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements

Solution Implementation:

Provides client-facing service to our customers relative to their indirect tax automation needs, including transactional business requirements analysis, tax function optimization, and tax systems implementation

Communicates on indirect tax matters with client cross-functional teams such as tax, information technology, procurement, order management/billing, and other related teams

Leads testing, troubleshooting and error resolution relative to ERP and tax system solutions

Prepares and leads tax technology training sessions aimed at internal and external teams

Provides hyper-care as needed by our clients during normal and off-hours

Provides support for marketing and business development (e.g. assist in preparation of customer proposals)

Assists with engagement administration and client billings

Manages implementation services efficiently

Strategy Development:

Introduces and develops new or improved ideas to advance the position of clients, the firm, or firm personnel by reducing taxes or expenses or providing non-tax benefits.

Reviews tax solution implications and offers client alternative courses of action

Assists with research of potential tax solution strategies as well as implementation

Understands documentation associated with tax solution strategies

Identifies and leverages lessons learned on prior projects and offers input on how to improve

Suggests marketing approaches for new ideas

Discusses simple tax solution strategies with client

Builds client relationships, marketing, networking and business development

Economically and productively manages projects including billing and accounts receivable responsibilities

Involves and works with firm specialists when client and proposal work relate to areas in which the firm has specialists

Organizes and conducts internal CPE training sessions in area of specialization

Other duties as required

Supervisory Responsibilities:

Supervises work assignments of tax SALT ITA Associates, as appropriate

Provides periodic performance feedback to and participates in the annual performance evaluation for tax SALT ITA Associates, as appropriate

Acts as a mentor to and assists in the professional development of tax SALT Associates, as appropriate

Qualifications, Knowledge, Skills and Abilities:

Education:

Bachelor’s degree, required

Master’s degree in Accounting/Taxation or CS/MIS, preferred

Experience:

The ideal candidate will have a mix of software automation and tax technical experience, as addressed below (note that certain items are required)

Software Automation Experience:

Two (2) or more years of state and local/multistate experience implementing indirect tax software solutions such as Vertex (Series L, Q and/or O), Vertex Returns, Onesource Indirect Tax Determination, AvaTax, SOVOS (formerly Taxware), required

Two (2) years of experience with ERP systems such as Microsoft, Oracle, PeopleSoft, or SAP relative to the indirect tax function, preferred

Experience with development languages such as Visual Basic, C#, Java, and SQL, preferred

Tax Technical Experience:

Three (3) or more years of experience with state and local indirect taxes, preferred

Experience with the preparation and filing of indirect tax refund claims, and defending the claims in front of state and local tax authorities, preferred

Experience with state and local tax audit defense services, including meeting and presenting to state and local tax authorities, preferred

Experience analyzing and applying research related to state and local tax laws and regulations, including applying rules and regulations to client fact patterns, analyzing facts and circumstances, and preparing and communicating SALT advice on specific tax research topic, preferred

Knowledge and practical experience related to state and local tax nexus rules, preferred

Knowledge and practical experience related to state and local tax registrations, preferred

License/Certifications:

Tax software vendor certified (or plans to become certified within one year) or other acceptable qualifications such as CMI, CPA, etc., preferred

Software:

Proficient in MS Office applications such as Microsoft Excel, Access, PowerPoint, and Visio, preferred

Other Knowledge, Skills & Abilities:

Excellent verbal and written communication skills

Strong analytical and research skills

Solid organizational skills

Ability to meet project deadlines with a focus on details

Ability to successfully multi-task while working independently or within a group environment

Ability to provide support to the project management function

Ability to travel from time to time for project work

Capable of building and maintaining strong relationships with internal and client personnel

Excellent people development and delegation skills

Ability to encourage a team environment on engagements

Executive presence and ability to act as primary contact on assigned engagements

Basic understanding of tax compliance

Good understanding of key indirect tax processes and data drivers across multiple industry segments such as energy, healthcare, retail, hospitality, manufacturing, etc.

Understanding of indirect tax compliance procedures, including managing data used for monthly/quarterly/annual compliance and required filing of indirect tax returns

Working knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services

Working knowledge of sources of relevant information utilized in designing automated solutions

Working knowledge and understanding of cause and effect for taxable conditions on clients and the potential tax issues

Possesses excellent decision-making skills

Ability to successfully interact with professionals at all levels

Ability to create functional/technical documentation in support of automated solutions

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

National Range: $60,000 - $117,000 Maryland Range: $60,000 - $117,000 NYC/Long Island/Westchester Range: $60,000 - $117,000

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