Tax Business Analyst - Indirect Tax

Productiv Team • Dallas, TX

1d • Remote

About The Position

A US-based Tax Business Analyst will support the Indirect Tax function of a large US healthcare distribution company. The role is part of a project to identify, document, and strengthen indirect tax capabilities across compliance and filing, tax data management and reconciliation, advisory support, audit management, property tax assessment review, and enabling technology and systems. The analyst works hands-on with tax, finance, IT, and external advisors, performing the work while documenting how it is done. The position is remote or hybrid, with Dallas, TX, or Richmond, VA, preferred.

Requirements

• 10+ years of indirect tax experience in sales and use, excise, and/or property tax, in a multi-state corporate tax department or tax advisory firm.
• Hands-on experience preparing, filing, and remitting indirect tax returns across many jurisdictions.
• Strong tax data reconciliation skills, including general ledger to return, tax engine to ERP, and exemption certificate management; advanced Excel skills.
• Experience managing state and local tax audits, notices, and appeals, and working with external tax advisors.
• Property tax experience, including assessment review, valuation analysis, and appeals.
• Working knowledge of indirect tax technology, including a tax engine such as Vertex, Avalara, Thomson Reuters ONESOURCE, or similar, and an ERP such as JD Edwards, Oracle, or SAP; experience with compliance software such as ONESOURCE or Vertex Returns.
• Business analysis skills, including requirements gathering, process mapping, documentation, UAT, and clear written communication.
• Bachelor's degree in Accounting, Finance, or a related field.
• US-based resources only.

Nice To Haves

• CPA, CMI, or similar certification.
• Healthcare, pharmaceutical, or distribution industry experience.
• Experience documenting tax capabilities, SOX controls, and process improvements.
• Power BI, Alteryx, or SQL experience for tax data analysis.

Responsibilities

• Prepare, file, and remit sales and use, excise, and property tax returns across multiple state and local jurisdictions; maintain the filing calendar and remittance controls.
• Maintain, validate, and reconcile tax-relevant data, including transaction data, exemption certificates, fixed asset listings, rates, and rules; keep supporting documentation complete and audit-ready.
• Provide day-to-day indirect tax advice to internal teams such as AP, billing, procurement, and sales; resolve customer tax inquiries involving taxability, exemption certificates, and credits or refunds.
• Manage state and local indirect tax audits end to end; respond to tax authority notices and information requests; coordinate with external advisors on audits, appeals, and voluntary disclosures.
• Review assessed property tax valuations for accuracy, identify over-assessments, and lead value challenges and appeals where beneficial.
• Operate tax engines, ERP tax configuration, and indirect tax compliance and reporting tools; define and test system changes, tax rates and rules updates, and data integrations; document processes and capability gaps.
• Document tax capabilities, controls, and process improvements as part of the indirect tax capability project.

What This Job Offers

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