Tax Specialist

Sales and Use Tax Specialist

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Position Overview
Reporting to the CFO, this position plays a key role in managing the organization’s multi-jurisdictional sales tax operations and ensuring adherence to applicable U.S. tax regulations. Responsibilities span return preparation and filing, evaluation of state tax obligations, resolution of audit inquiries, and optimization of technology used to support tax calculations and reporting. Working alongside teams across the business, the specialist will help identify potential compliance issues, improve existing procedures, and promote accurate, consistent tax practices.
Work Arrangement: Hybrid, based in the New York metropolitan area.
Key ResponsibilitiesSales Tax Compliance and AdministrationOversee the preparation, validation, and submission of state and local sales and use tax returns on monthly, quarterly, and annual schedules across more than 30 jurisdictions.Calculate tax obligations, reconcile related general ledger accounts, and ensure payments are submitted accurately and within required deadlines.Maintain a comprehensive compliance schedule covering filing requirements, payment dates, extensions, and other statutory obligations.Administer sales tax exemption documentation, including certificate requests, verification, recordkeeping, and retention, using a certificate management platform where applicable.
Nexus Monitoring and Tax ResearchTrack and assess sales tax nexus obligations across U.S. states and relevant territories, incorporating economic nexus standards established following the South Dakota v. Wayfair decision.Research state-specific taxability rules for products and services and document findings, interpretations, and recommendations in written tax analyses.Assess indirect tax implications arising from new offerings, changes in business operations, expansion into new markets, and potential acquisitions.
Audits, Examinations, and Risk ManagementCoordinate state and local sales tax examinations, acting as the principal contact for auditors and organizing supporting records, information requests, and written responses.Evaluate potential tax exposures, quantify identified risks, and develop practical recommendations to reduce or resolve compliance issues.Oversee voluntary disclosure arrangements and the preparation of amended returns when necessary to correct historical filing positions or address previously unidentified liabilities.
Tax Technology and Process ImprovementManage the configuration and ongoing administration of sales tax calculation and compliance systems, including tax rates, product tax classifications, jurisdictional settings, and nexus parameters.Collaborate with information technology and enterprise resource planning teams on system implementations, integrations, upgrades, and testing of tax determination functionality.Establish and maintain documented procedures, internal controls, and standardized workflows to improve the accuracy, consistency, and efficiency of tax compliance activities.Identify opportunities to enhance automation, reporting capabilities, and overall indirect tax processes.
Business Partnership and Financial SupportProvide guidance to Sales, Operations, Finance, and other internal teams regarding sales tax considerations affecting commercial transactions, customer arrangements, and contractual terms.Supply reliable indirect tax accrual information and supporting analysis for the annual tax provision and financial reporting processes.Contribute indirect tax expertise to merger and acquisition due diligence, identifying potential liabilities and assessing compliance considerations associated with prospective transactions.
Education and Professional CredentialsBachelor's degree in Accounting, Finance, Business Administration, or a related discipline, or an equivalent academic qualification.A Certified Member of the Institute for Professionals in Taxation (CMI) credential is preferred; candidates actively working toward the designation will also be considered.
Required Experience and Technical ExpertiseThree to five years of practical experience directly managing U.S. sales and use tax compliance across multiple states.Demonstrated understanding of state-specific nexus requirements, including economic nexus thresholds and post-Wayfair developments.Hands-on experience with sales tax automation and calculation platforms, such as Avalara, Vertex, Thomson Reuters ONESOURCE, or comparable solutions.Familiarity with Streamlined Sales Tax (SST) registration procedures and associated compliance obligations.Strong Microsoft Excel capabilities, including pivot tables, VLOOKUP/XLOOKUP functions, and data validation techniques.Experience with enterprise resource planning systems, such as SAP, Oracle NetSuite, or Microsoft Dynamics, is advantageous.Exposure to marketplace facilitator legislation and the tax treatment of e-commerce transactions or software-as-a-service (SaaS) offerings is beneficial.
Core CompetenciesStrong quantitative reasoning, research, and problem-solving abilities, supported by exceptional accuracy and attention to detail.Effective workload management, with the ability to prioritize competing responsibilities and consistently meet multiple regulatory deadlines.Clear written and verbal communication skills, including the ability to translate technical tax requirements into practical guidance for colleagues without a tax background.A proactive, self-directed approach to work, combined with curiosity, adaptability, and a commitment to ongoing professional development.A continuous improvement mindset, with an emphasis on operational efficiency, reliable processes, and effective internal controls. xzbcwsv A high standard of professional ethics, confidentiality, integrity, and accountability, with a commitment to sound corporate governance.