LI
Sales Tax Specialist
LanceSoft Inc
🇺🇸 United States
Remote
Manager or above
1 week ago
$100,000 – $110,000 / year
- Nexus
- Avalara
- ERP
- OneSource
- Excel
- Pivot Tables
- VLOOKUP
- SAP
- Oracle
- NetSuite
- Microsoft Dynamics
1 week ago
Direct Hire Opportunity
Salary Range: $100K - $110K/Year
Full-time | Remote - NYC Metropolitan Area, NY 10001
Job Description:
Sales Tax Specialist (US)
- The Sales Tax Specialist will report to the CFO and work within the Finance team to manage all aspects of U.S.
- state and local sales and use tax compliance.
- The role is responsible for ensuring accurate and timely filing across multiple jurisdictions, managing the company’s nexus footprint, supporting audits and controversy, and maintaining tax automation systems.
- The Specialist will partner closely with all relevant stakeholders to ensure indirect tax obligations are met and risks are proactively managed.
Compliance & Reporting
- Prepare, review, and file multi-state sales and use tax returns (monthly, quarterly, and annual cycles) across 30+ jurisdictions.
- Calculate tax liabilities, review GL account reconciliations, and ensure timely remittance to taxing authorities.
- Maintain a compliance calendar and monitor filing deadlines, extensions, and payment due dates.
- Manage exemption certificate collection, validation, and storage – preferably with experience using a certificate management system (e.g. Avalara CertCapture, EXEMPTAX, or similar).
- Monitor the company’s economic nexus footprint across all States and applicable territories following South Dakota v. Wayfair.
- Research product and service taxability questions and document conclusions in internal tax memos.
- Evaluate the tax impact of new products, services, business lines, and acquisitions.
- Serve as the primary point of contact for State and local sales tax audits; coordinate document requests and draft responses.
- Identify and quantify potential audit exposures; recommend and implement risk mitigation strategies.
- Manage voluntary disclosure agreements (VDAs) and amended filings where required.
- Recommend, administer and maintain tax automation software (Avalara AvaTax, Vertex O Series, or equivalent) including rate updates, product mappings, and nexus settings.
- Partner with IT and ERP teams on system upgrades, integrations, and testing for sales tax logic.
- Develop and maintain standard operating procedures for all compliance processes.
- Advise internal stakeholders (Sales, Operations, Finance) on sales tax implications of transactions and contracts.
- Support the annual tax provision process by providing accurate indirect tax accrual data.
- Assist with due diligence on mergers and acquisitions from an indirect tax perspective.
Qualifications:
- Bachelor’s degree in Accounting, Finance, Business Administration, or an equivalent qualification.
- CMI (Certified Member of the Institute for Professionals in Taxation) designation preferred, or active pursuit.
- desirable.
Knowledge & Skills:
- 3–5 years of direct, hands-on U.S. sales and use tax compliance experience.
- Working knowledge of multi-state nexus rules, including economic nexus thresholds post-Wayfair.
- Experience with a major tax automation platform (Avalara, Vertex, Client ONESOURCE, or similar).
- Familiarity with Streamlined Sales Tax (SST) registration and compliance.
- Proficiency in Microsoft Excel (pivot tables, VLOOKUP/XLOOKUP, data validation).
- Experience with ERP systems such as SAP, Oracle NetSuite, or Microsoft Dynamics desirable.
- Exposure to marketplace facilitator rules and e-commerce or SaaS taxability a plus.
- Strong analytical and problem-solving skills with superior attention to detail.
- Ability to manage multiple concurrent deadlines under pressure.
- Excellent written and verbal communication skills; able to explain tax concepts to non-tax stakeholders.
- Energetic, self-motivated, and committed to continuous learning and process improvement.
- Committed to good corporate governance, integrity, and professional discretion.
Sales Tax Specialist · LanceSoft Inc