Tax Senior - Indirect Tax - Sales and Use Lookback Review

EY•Houston, DC

2d•$81,700 - $153,500•Hybrid

About The Position

Step into a pivotal role where you will advise on indirect tax regulatory changes and support compliance and reporting needs for both public and private entities. You’ll develop and implement strategies, operating models, and compliance frameworks to manage indirect taxes throughout the tax lifecycle, increasing operational efficiency and ensuring regulatory requirements are met. Handling multi-state sales/use tax recovery projects for large, sophisticated organizations takes more than just a technical understanding of current sales and use tax rules. As a Sales and Use Tax Senior, assigned to EY’s Sales and Use Tax Lookback Review Center of Excellence (COE), we’ll look to you to build and apply your knowledge on a wide range of sales and use tax recovery projects for clients in multiple industries. Our Sales and Use Tax Lookback Review COE is a national team which leads large multi-state, sales and use tax recovery projects for EY’s largest clients. It’s here you’ll find everything you need to continue to develop as a multi-state, sales and use tax practitioner. It’s all about taking on new skills and responsibilities as they arise and making the most of our dedicated mentors and training programs.

Requirements

A Bachelor’s degree in Accounting, Finance, Business or a related discipline
A minimum of 3 years of professional knowledge in a broad range of sales and use tax processes, concepts and tools
An achieved or partially achieved CPA qualification, the ability to sit for a state Bar, certification as a member of the Institute for Professionals in Taxation, or CMI designation
A proven record of excellence in a professional services or tax organization
Technical writing and research experience in a tax context
The ability to prioritize when working on multiple complex projects
Strong influencing skills, and the confidence to question existing processes
Willingness to travel as needed, and working in a balanced hybrid environment
Demonstrated expertise in tax legislation and impact assessment.
Experience in indirect tax refund and recovery review.
Proficiency in tax planning and optimization.
Knowledge of audit quality and remediation techniques.
Familiarity with credit modelling.
Understanding of data quality, accounting principles, and standards.
Skills in risk mitigation and data analysis/interpretation.
Knowledge of tax compliance and reporting requirements.
Ability to use data visualization and storytelling to communicate insights.
Ability to build and manage relationships.
Demonstrated client trust and value.
Strong communication skills with impact.
Emotional agility and hybrid collaboration skills.
Complex problem-solving and critical thinking abilities.
Proven ability to drive outcomes and demonstrate learning agility.
Commercial acumen and experience leading teams.

Nice To Haves

Experience supporting opportunities for additional services (5-10% of time).
Experience assisting in completion of RFP responses.
Experience tracking resource plans and budgets.
Experience maintaining reports for engagement economics.

Responsibilities

Identifying opportunities for tax optimization, credits, and refund recovery, as well as exposure reduction.
Managing indirect tax strategies, compliance processes, remediation, controversies, and corrective filings.
Supporting tax process reviews and technology transformation to enhance service offerings.
Contribute to the delivery of processes, solutions, and projects, applying sound judgment and selecting appropriate methodologies to inform recommendations.
Accountable for meeting your own targets, which directly impact your immediate team, and may help coordinate the work of junior colleagues.
Define and execute deliverables, track project status, and maintain engagement economics reports.
Work on complex issues where analysis of variable factors is required, and have the opportunity to learn through daily client interaction and exposure to diverse tax scenarios.
Make decisions based on broad policies, applying personal knowledge and experience to resolve issues.
Implement procedures and guidelines, often working on complex issues requiring in-depth evaluation.
Provide general guidance to others newer to the role or at a lower level.
Research our clients’ business operations and building long-lasting relationships with them.
Identify applicable sales and use tax exemptions and exclusions.
Identify potential overpayment opportunities or risks and communicating these to our clients.
Monitor current tax law changes, to maintain your credibility as a trusted advisor.
Develop clear, intelligent plans and approaches for sales and use tax recoveries.
Prepare and defend sales and use tax refund claims.
Participation on a motivated team of professionals.
Supervise a motivated team of professionals, guaranteeing they have the skills, knowledge and opportunities to reach their full potential.
Contribute to the delivery of one or more processes, solutions, and/or projects by delivering agreed activities and applying judgment to inform recommendations.
Meet performance objectives and metrics set locally (client service, quality and risk management, sales and business growth, solution development, and teaming).
Track deliverable completion and project status.
Guide decisions and resolve issues.
Provide general guidance as needed to others newer to the role or at a lower level.