Indirect Tax Manager and Treasury Liaison - North America

Pitney Bowes • Shelton, CT

1d • Hybrid

About The Position

At Pitney Bowes, we do the right thing, the right way. As a member of our team, you can too. We have amazing people who are the driving force, the inspiration and foundation of our company. Our thriving culture can be broken down into four components: Client. Team. Win. Innovate. We actively look for prospects who: • Are passionate about client success. • Enjoy collaborating with others. • Strive to exceed expectations. • Move boldly in the quest for superior and best in market solutions. Job Description: You Are A seasoned indirect tax leader responsible for overseeing Pitney Bowes’ North American indirect tax and business license functions. You provide strategic and hands‑on leadership across U.S. and Canadian compliance, ensuring accuracy, timeliness, and adherence to all regulatory requirements. You partner closely with internal teams, outsourced providers, and Treasury to manage filings, audits, systems, and cash tax forecasting in a high‑volume environment. You Will Lead all North American indirect tax and business license compliance activities, executed through outsourced service providers. Review draft returns, payments, journal entries, reconciliations, and supporting schedules for the U.S. and Canada. Provide accurate, timely data for filings, payments (check/ACH), billbacks, and business license renewals. Oversee audit data collection and coordination with Finance, Accounting, IT, and external partners to ensure completeness and accuracy. Perform monthly RAG‑scored tax account reconciliations and drive remediation actions. Partner with business units to resolve tax issues involving clients, invoices, systems, and government auditors. Lead collaboration with internal tech teams and external vendors (PTMS, Vertex, SAP, OLFM) to review and validate sales and property tax system outputs. Review audit assessments, negotiate findings, and develop strategies to mitigate liabilities and reduce future exposure. Serve as the sales and use tax SME, ensuring accurate tax configuration and compliant transaction processing across systems. Liaise with Treasury to present cash tax forecasts and oversee ACH and wire payment approvals in a high‑volume environment. Manage a shared administrative resource handling indirect tax mail, exemptions, and Salesforce inquiries. Review, approve, or develop Sales/Use and Property Tax DTPs where needed. Support SOX testing and related reporting requirements. Complete special projects for Tax and Treasury as assigned. You Bring Bachelor’s degree in Accounting, Finance, or Business; MBA preferred. 5+ years of indirect tax experience, including 2+ years in a managerial role. Strong attention to detail, independence, and deadline discipline. Excellent communication and interpersonal skills. Strong analytical, computational, and problem‑solving abilities. High proficiency in MS Office and tax/financial systems; experience with SAP (Treasury/AP/Accounting T‑codes), OLFM, PTMS, and Vertex preferred. Familiarity with banking and treasury platforms such as Northern Trust Treasury Passport and Tax Portal, Bank of America CashPro, CIBC, and Centralis (Netting). Location: This is a hybrid role, with 4 days in the Shelton, CT office. We will consider qualified applicants for a flex opportunity. If the role is flex, we expect no less than quarterly on-site presence in Shelton, CT. Sponsorship: Must be legally authorized to work in the US. Employer will not sponsor position for employment visa status now or in the future (ex. H-1B). We will: • Provide the opportunity to grow and develop your career • Offer an inclusive environment that encourages diverse perspectives and ideas • Deliver challenging and unique opportunities to contribute to the success of a transforming organization • Offer comprehensive benefits globally (PB Live Well) Pitney Bowes is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard for race, color, sex, religion, national origin, age, disability (mental or physical), veteran status, sexual orientation, gender identity, or any other consideration made unlawful by applicable federal, state, or local laws. All qualified applicants, including Veterans and Individuals with Disabilities, are encouraged to apply. All interested individuals must apply online. Individuals with disabilities who cannot apply via our online application should refer to the alternate application options via our Individuals with Disabilities link. Pitney Bowes (NYSE:PBI) is a technology-driven company that provides SaaS shipping solutions, mailing innovation, and financial services to clients around the world – including more than 90 percent of the Fortune 500. Small businesses to large enterprises, and government entities rely on Pitney Bowes to reduce the complexity of sending mail and parcels. Benefits Information Drivers Opportunities India Opportunities

Requirements

• Bachelor’s degree in Accounting, Finance, or Business; MBA preferred.
• 5+ years of indirect tax experience, including 2+ years in a managerial role.
• Strong attention to detail, independence, and deadline discipline.
• Excellent communication and interpersonal skills.
• Strong analytical, computational, and problem‑solving abilities.
• High proficiency in MS Office and tax/financial systems; experience with SAP (Treasury/AP/Accounting T‑codes), OLFM, PTMS, and Vertex preferred.
• Familiarity with banking and treasury platforms such as Northern Trust Treasury Passport and Tax Portal, Bank of America CashPro, CIBC, and Centralis (Netting).
• Must be legally authorized to work in the US.
• Employer will not sponsor position for employment visa status now or in the future (ex. H-1B).

Responsibilities

• Lead all North American indirect tax and business license compliance activities, executed through outsourced service providers.
• Review draft returns, payments, journal entries, reconciliations, and supporting schedules for the U.S. and Canada.
• Provide accurate, timely data for filings, payments (check/ACH), billbacks, and business license renewals.
• Oversee audit data collection and coordination with Finance, Accounting, IT, and external partners to ensure completeness and accuracy.
• Perform monthly RAG‑scored tax account reconciliations and drive remediation actions.
• Partner with business units to resolve tax issues involving clients, invoices, systems, and government auditors.
• Lead collaboration with internal tech teams and external vendors (PTMS, Vertex, SAP, OLFM) to review and validate sales and property tax system outputs.
• Review audit assessments, negotiate findings, and develop strategies to mitigate liabilities and reduce future exposure.
• Serve as the sales and use tax SME, ensuring accurate tax configuration and compliant transaction processing across systems.
• Liaise with Treasury to present cash tax forecasts and oversee ACH and wire payment approvals in a high‑volume environment.
• Manage a shared administrative resource handling indirect tax mail, exemptions, and Salesforce inquiries.
• Review, approve, or develop Sales/Use and Property Tax DTPs where needed.
• Support SOX testing and related reporting requirements.
• Complete special projects for Tax and Treasury as assigned.

Benefits

• Provide the opportunity to grow and develop your career
• Offer an inclusive environment that encourages diverse perspectives and ideas
• Deliver challenging and unique opportunities to contribute to the success of a transforming organization
• Offer comprehensive benefits globally (PB Live Well)

What This Job Offers

• Job Type: Full-time
• Career Level: Manager