Tax Senior - Indirect Tax - Sales and Use Lookback Review

Location:

Anywhere in Country

Will you shape the future or will the future shape you?

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.

Key responsibilities include:

• 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.

Handling multi‑state sales/use tax recovery projects for large, sophisticated organizations requires 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), you will apply your knowledge to a wide range of sales and use tax recovery projects for clients in multiple industries.

You will have the support of experienced colleagues and opportunities to progress your career.

• 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 building long‑lasting relationships.
• Identify applicable sales and use tax exemptions and exclusions.
• Identify potential over payment opportunities or risks and communicate these to our clients.
• Monitor current tax law changes, maintaining 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.
• Participate on a motivated team of professionals.
• Supervise a motivated team, ensuring they have the skills, knowledge, and opportunities to reach their full potential.

• Contribute to delivery of processes, solutions, and/or projects by applying judgment to inform recommendations.
• Accountable for meeting personal targets that impact the immediate team.
• Help coordinate the work of junior colleagues or team members.
• Meet performance objectives and metrics set locally (client service, quality and risk management, sales and business growth, solution development, and teaming).
• Define and execute deliverables, track deliverable completion and project status.
• Make decisions based on broad policies, applying personal knowledge and experience.
• Implement procedures and guidelines on complex issues requiring in‑depth evaluation.
• Provide general guidance as needed to newer colleagues.

• 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 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…