Indirect Tax Automation Senior Associate, SALT

Job Summary:

The Senior Associate, SALT ITA (Indirect Tax Automation) assists clients by providing advice and services related to the implementation of indirect tax software solutions.  The ITA Senior applies her/his business experience and tax technical knowledge to address the client’s business objectives related to automation and any associated tax implications.  The ITA Senior is responsible for identifying different methods of complying with tax regulations and recommending a course of action that meets the identified business objectives.

Additional responsibilities include applying knowledge to understand potential tax issues and how to automate these needs, evaluate and select alternative solutions to lessen tax burden and cost of compliance, recognize and communicate potential risks, identify potential changes in the tax policy and apply new policies and solutions to tax compliance. This role also serves as primary contact for our clients, as needed, including but not limited to preparing and delivering presentations to clients and potential clients.

Job Duties:

Solution Research:

• Identifies when research is needed to resolve solution issues; frames issues to be researched; analyzes facts; adequately tests the proposed solution; and reports the results
• Demonstrates an in-depth level of understanding of various support documentation and resources available
• Applies firm and professional standards for preparation of supporting research
• Develops and maintains relationships with various indirect tax software vendors; understands how to access and leverage software vendor resources

Solution Consulting:

• Consults on client business requirements for implementing U.S. sales and use tax processes, International VAT processes, and system solutions
• Develops, recommends, and implements methods to maximize client benefits through automated solutions, especially by decreasing clients’ current and future tax management processes and tax burden
• Considers the applicability of all state tax consulting sub-specialties for each client, conferring with other tax consultants, when appropriate
• Involves other state tax sub-specialty subject matter experts, when appropriate
• Applies workplans for automated tax solution projects performed for clients
• Develops consultative selling skills
• Assists in managing client expectations
• Communicates with clients to gather information when applicable
• Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements

Solution Implementation:

• Provides client-facing service to our customers relative to their indirect tax automation needs, including transactional business requirements analysis, tax function optimization, and tax systems implementation
• Communicates on indirect tax matters with client cross-functional teams such as tax, information technology, procurement, order management/billing, and other related teams
• Leads testing, troubleshooting and error resolution relative to ERP and tax system solutions
• Prepares and leads tax technology training sessions aimed at internal and external teams
• Provides hyper-care as needed by our clients during normal and off-hours
• Provides support for marketing and business development (e.g. assist in preparation of customer proposals)
• Assists with engagement administration and client billings
• Manages implementation services efficiently

Strategy Development:

• Introduces and develops new or improved ideas to advance the position of clients, the firm, or firm personnel by reducing taxes or expenses or providing non-tax benefits.
• Reviews tax solution implications and offers client alternative courses of action
• Assists with research of potential tax solution strategies as well as implementation
• Understands documentation associated with tax solution strategies
• Identifies and leverages lessons learned on prior projects and offers input on how to improve
• Suggests marketing approaches for new ideas
• Discusses simple tax solution strategies with client
• Builds client relationships, marketing, networ