Indirect Tax Automation Senior Associate, State and Local Tax

BDO Global•Charlotte, NC

51d•$70,000 - $125,000

About The Position

The Senior Associate, STS 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.

Requirements

Bachelor's degree, required
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
Three (3) or more years of experience with state and local indirect taxes, preferred
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

Nice To Haves

Master's degree in Accounting/Taxation or CS/MIS, preferred
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
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
Tax software vendor certified (or plans to become certified within one year) or other acceptable qualifications such as CMI, CPA, etc., preferred
Proficient in MS Office applications such as Microsoft Excel, Access, PowerPoint, and Visio, preferred