U.S. Indirect Tax Manager

Overview

The US Indirect Tax Manager is a key leader responsible for overseeing a team of tax professionals to ensure accurate and timely compliance with indirect tax regulations. This role involves managing complex tax processes, including the preparation and filing of tax returns, conducting audits, and providing strategic tax advisory services to clients. The ideal candidate possesses extensive knowledge of US indirect tax laws, exceptional leadership and project management skills, and a commitment to accuracy and efficiency. A proactive attitude, eagerness to learn, and proficiency in industry-standard productivity tools are essential for success in this role.

• Oversee the preparation and filing of complex annual, quarterly, and monthly indirect tax filings, including but not limited to Sales & Use Tax, Gross Receipts Tax, Property Tax, Excise Tax, Franchise Tax, and State Annual Reports.
• Spearhead the preparation and review of complex tax filings, ensuring compliance with state and local tax regulations, timely submissions, and proper documentation to mitigate audit risks and penalties.
• Delegate tasks strategically based on team members\' strengths, development areas, and workloads, while monitoring progress to ensure deadlines, quality standards, and overall team performance are met.
• Monitor and track key performance indicators (KPIs) for the team, including productivity, efficiency, client satisfaction, and project timelines, to assess team performance and identify areas for improvement.
• Collaboratively support the Director in the development and execution of the team\'s strategic plan, ensuring alignment with the overall business objectives of the company.
• Supervise, mentor, and train a team of tax professionals to enhance technical expertise, improve accuracy, and ensure high-quality work aligned with regulatory standards and best practices.
• Lead and manage tax audit engagements, overseeing the compilation of supporting documentation and the preparation of comprehensive responses to auditor inquiries.
• Manage tax-related escalations with professionalism and integrity, promptly identifying issues, implementing effective solutions, and ensuring timely resolutions that uphold compliance, team performance, and client satisfaction.
• Serve as the primary point of contact for clients, providing exceptional service and building strong relationships through proactive communication, prompt responses to inquiries, and comprehensive tax guidance.
• Conduct detailed review of tax returns prepared by staff and make recommendations on return preparation regarding accuracy and tax savings opportunities.
• Enhance client value by proactively analyzing and interpreting complex tax policies, identifying opportunities, and developing innovative strategies to optimize tax positions and support informed decision-making.
• Guide clients through the complexities of federal, state, and local tax codes, ensuring compliance while strategically maximizing allowable tax benefits and optimizing tax outcomes through expert interpretation and application of tax regulations.
• Come up with comprehensive tax reports, presentations, and supporting documentation with precision, ensuring clear and effective communication that supports informed decision-making and facilitates smooth collaboration between teams and clients.
• Manage and facilitate the preparation, submission, and filing of required federal and local tax registrations, business license renewals, and regulatory fees, ensuring compliance with all applicable laws and deadlines.
• Conduct thorough research on indirect tax issues, utilizing primary and secondary sources to provide well-supported guidance and recommendations to clients.
• Liaise with state revenue offices, conducting professional correspondence and obtaining necessary tax advice or confirmations to address inquiries and ensure compliance.
• Work closely with tax associates across all phases of project and engagement management for multiple clients, while maintaining clear communication and ensuring client satisfaction.
• Facilitate team meetings and client conference calls, facilitating clear communication, setting expectations, and ensuring alignment on tax strategies, project progress, and deliverables.
• Handle sales calls to prospective clients, identifying and qualifying leads, and presenting compelling proposals to secure new client engagements.
• Collaborate closely with internal teams and clients to ensure accurate tax preparation, address inquiries, and provide proactive solutions to meet compliance and business objectives.
• Lead and actively participate in internal training sessions and workshops, fostering a collaborative learning environment and promoting knowledge sharing within the team.
• Provide timely, constructive feedback to team members, fostering continuous improvement, professional development, and high-quality work outcomes.
• Participate in other tax administrative filings such as preparation of annual state reports, business renewal, state registrations, property tax, and other administrative filings.
• Stay updated on tax laws, industry trends, and best practices to ensure compliance, enhance accuracy, and recommend process improvements that align with organizational goals and drive operational excellence.

• A Bachelor\'s degree in Accountancy, Accounting Technology, Management Accounting, Finance, and other related fields.
• At least 5 to 7 years of related work experience in US indirect tax, including Sales Tax, Use Tax, and other relevant state and local taxes.
• A Certified Public Accountant (CPA) license, signifying expertise in accounting, auditing, and taxation principles.
• An active IRS Enrolled Agent (EA) designation, demonstrating a commitment to professional excellence and proficiency in U.S. tax laws.
• Outstanding leadership skills with a proven ability to mentor, coach, and train team members to improve performance, foster professional growth, and build a high-performing, collaborative team environment.
• Exceptional project management skills to effectively manage multiple projects simultaneously, prioritize tasks, and meet deadlines while ensuring team success and maintaining high standards of quality.
• Proficiency in leveraging data analytics tools and methodologies to enhance tax compliance, streamline reporting processes, and support data-driven decision-making.
• Extensive knowledge and experience on US indirect tax compliance laws, regulations, and best practices, including Sales Tax, Use Tax, Excise Tax, and other relevant federal, state, and local tax laws.
• Advanced technical expertise in a variety of specialized tax areas, enabling the development of innovative and effective tax planning strategies to address complex client challenges and deliver value-added tax solutions.
• Advanced analytical and problem-solving abilities with the capability to identify tax-saving opportunities and resolve complex tax issues.
• Experience with tax preparation software that demonstrates the ability to efficiently and accurately prepare tax returns, identify potential errors, and ensure compliance with all applicable tax regulations.
• Exceptional attention to detail, accuracy, and quality in all work performed, consistently meet deadlines and deliver high-quality results that exceed client expectations.
• Strong critical thinking and evaluation skills to effectively collect and analyze data from various sources, including financial statements, operational reports, and industry data.
• The ability to build strong client relationships by providing clear tax advice, ensuring accurate and timely preparation of tax returns, and addressing client needs efficiently.
• Excellent written and verbal communication and interpersonal skills, with the ability to effectively communicate and collaborate with colleagues, clients, and other stakeholders.
• Advanced proficiency in using industry-standard productivity tools, such as Microsoft Office and Google Suite Applications to streamline workflow and enhance productivity.

• A Master\'s degree in a relevant field (e.g., MBA, MSA, MFin) or other relevant postgraduate degrees, which can enhance professional qualifications and career advancement opportunities within the field of External Audit.
• Experience and expertise with multi-state taxation, real estate funds, private equity funds, or banking and financial institutions.

• Mid-Senior level

• Full-time

• Accounting/Auditing and Finance