Tax Senior Associate- Sales Tax Automation

Baker Tilly•Dallas, TX

About The Position

The Tax Senior Associate – Sales Tax Automation supports the implementation, configuration, testing, and optimization of sales and use tax technology solutions for clients. The role independently manages client projects and workstreams, partnering with clients and internal sales tax professionals to translate business and tax requirements into effective technology solutions. The position requires hands-on experience with sales tax technology, project management skills, and the ability to learn new systems and solve unfamiliar problems. The successful candidate takes ownership of projects, manages competing priorities, communicates directly with clients, and drives work from requirements gathering through implementation and go-live. Candidates must be located in Dallas or Denver.

Requirements

Four-year degree.
Eligible to obtain a CPA, CMI, JD/Law License, or EA.
Hands-on experience with Avalara is required, including configuring or implementing Avalara solutions in a client or business environment.
Ability to independently manage client-facing implementation projects or workstreams, including timelines, deliverables, risks and issues, stakeholder coordination, and competing priorities.
Experience across the software implementation lifecycle, including requirements gathering, configuration, testing, implementation, and post-go-live support, and ability to translate business and tax requirements into system configurations and testing scenarios.
Strong analytical and problem-solving skills, including interpreting product documentation, troubleshooting unexpected system results, and independently researching potential solutions.
Excellent verbal and written communication skills for communicating with client business users, technical stakeholders, and internal teams.
Highly motivated and adaptable self-starter comfortable working through ambiguity, learning unfamiliar technologies, taking ownership of challenges, and working independently and collaboratively.
Must be located in Dallas or Denver.

Nice To Haves

Bachelor’s degree in Accounting, Finance, Computer Science, or a related field.
Three years of professional experience.
Experience with Vertex or other indirect tax technology platforms.
Experience with ERP, billing, e-commerce, or other transaction systems and their integrations with sales tax calculation software, including platforms such as NetSuite, Microsoft Dynamics, Sage, and Shopify.
Familiarity with sales and use tax concepts, including product and service taxability, exemptions, sourcing, and jurisdictional considerations.

Responsibilities

Independently manage sales tax automation projects and workstreams from planning through go-live, including project plans, timelines, deliverables, client communications, status updates, and resolution of project risks or issues.
Serve as a primary day-to-day client contact on assigned projects by leading meetings, gathering requirements, coordinating action items, and communicating project status and implementation decisions.
Configure and support sales and use tax automation solutions based on client business requirements and expected taxability outcomes.
Partner with the sales tax consulting team to translate taxability determinations into system configurations, including tax codes, rules, exemptions, and other applicable settings.
Develop and execute testing strategies for implementations, including test plans, test scenarios, quality assurance testing, user acceptance testing, and documentation and resolution of identified issues.
Review and interpret software product documentation and technical specifications to understand functionality, troubleshoot issues, and determine configuration approaches.
Support integrations between sales tax calculation software and client ERP, billing, e-commerce, and other transaction systems, working with client business and technical teams as needed.
Identify opportunities to improve implementation methodologies, testing processes, documentation, templates, and other repeatable tools or processes.
Manage multiple client engagements and priorities simultaneously while maintaining timelines, delivering high-quality work, and collaborating with the broader sales tax team.