Sr. Consultant, Tax Technology

Ryan•Dallas, TX

2d•Hybrid

About The Position

The Senior Consultant, Tax Technology partners with primarily internal stakeholders, with some external client support, to identify business challenges, analyze tax processes and systems, and design and implement scalable solutions that drive operational efficiency and client value. This role performs requirements analysis, process design, data evaluation, ETL and data transformation, solution configuration, testing, and documentation to support business and technology initiatives. The Senior Consultant uses tools such as Alteryx, Power BI, Databricks, Microsoft Power Platform, and other low-code/no-code technologies to support data-driven tax solutions, while exercising independent judgment, mentoring team members, and contributing to high-quality client outcomes.

Requirements

Bachelor’s degree in Business, Accounting, Finance, Information Systems, Computer Science, Technology, Data Analytics, or related field; or equivalent combination of education and professional experience.
Minimum of three (3) years of experience in consulting, business analysis, tax technology, technology implementation, data analysis, ETL, process improvement, or related professional services environment.
Demonstrated experience analyzing complex business processes, tax processes, data structures, and system requirements and translating them into actionable solutions.
Experience supporting project delivery, including requirements gathering, documentation, data analysis, testing, stakeholder coordination, and implementation support.
Proven ability to manage multiple priorities in a fast-paced, deadline-driven environment.
Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and other Microsoft Office applications.
Experience with ETL, data transformation, and low-code/no-code automation tools such as Alteryx required or strongly preferred.
Working knowledge of data structures, data models, data mapping, querying concepts, relational databases, and reporting logic.
Experience with transaction tax engines such as Vertex, OneSource, or Avalara, including configuration, data flows, testing, troubleshooting, and reporting.
Experience integrating tax engines with ERP systems such as SAP, Oracle, or Microsoft Dynamics, with a strong preference for SAP, including S/4HANA and ECC.
Familiarity with integrations across ERP, e-commerce platforms, billing systems, tax engines, third-party/vendor software, and enterprise reporting platforms.
Experience with APIs, system integrations, and data mapping concepts, including REST, SOAP, JSON, and XML.
Working knowledge of tax data structures and reporting requirements for U.S. Sales and Use Tax and/or international VAT.
Experience building dashboards, reports, workflows, reconciliations, data validation routines, or automated data processes that support tax, finance, or operational decision-making.
Experience with project, software management, and collaboration tools such as Microsoft Project, Planner, Jira, Azure DevOps, Asana, ClickUp, or similar tools.
Ability to quickly learn and adapt to new tax, data, reporting, automation, and technology platforms.
Valid driver’s license required.

Nice To Haves

Experience working in or supporting tax, finance, accounting, enterprise technology, or client solutions environments preferred.
Experience with low-code/no-code tools, ETL processes, automation, data visualization, and reporting preferred.
Process, project management, tax technology, data, or analytics certifications such as Six Sigma, PMP, Alteryx, Microsoft Power Platform, Power BI, or related certifications a plus.
Advanced Excel skills preferred, including data analysis, formulas, pivot tables, reconciliations, and reporting.
Experience with Microsoft Power Platform, Power BI, and other low-code/no-code ETL, automation, and data visualization tools preferred.
Experience with Databricks, data lakes, data pipelines, notebooks, or cloud-based data platforms a plus.
Experience with SQL or similar data querying languages preferred.

Responsibilities

Create a positive team experience through collaboration, accountability, and professional conduct.
Provide guidance, mentorship, and training to junior team members on business analysis, data analysis, solution documentation, testing, and tax technology delivery practices.
Review work products for accuracy, completeness, data integrity, and overall quality.
Support cross-functional collaboration across internal teams, global counterparts, technology teams, tax subject matter experts, and client-facing delivery teams.
Contribute to a culture of continuous improvement, knowledge sharing, and practical adoption of tax technology tools and solutions.
Interface directly with internal and external stakeholders to understand business needs, operational challenges, and system requirements.
Translate business requirements into functional specifications and solution designs.
Provide proactive status updates and maintain effective communication throughout project lifecycles.
Assist with data gathering, extraction, reconciliation, and analysis.
Develop and deliver high-quality client documentation, reports, and presentations.
Support resolution of client inquiries, technical questions, and service-related matters.
Analyze existing business and system processes to identify inefficiencies and improvement opportunities.
Develop and document scalable business process and solution designs aligned to client objectives.
Create, configure, implement, test, and support business and technology solutions based on defined requirements.
Build, execute, and document test scenarios to ensure solution quality and performance.
Assist in development of project plans, timelines, and deliverables to ensure successful execution.
Identify risks and escalate issues appropriately to support timely resolution.
Contribute to operational excellence by delivering accurate, timely, and high-quality results.