Tax Business Analyst - Indirect Tax

Location:

Remote or hybrid preferred (Dallas, TX or Richmond, VA). US based resources only.

Experience:

10+ years in indirect tax (sales and use, excise, property tax) for a large, multi-state organization.

Our direct customer, a large US healthcare distribution company, is looking for an experienced Tax Business Analyst to support its Indirect Tax function. The role is part of a project to identify, document and strengthen the organization's indirect tax capabilities across six areas: compliance and filing, tax data management and reconciliation, advisory support, audit management, property tax assessment review, and the technology and systems that enable indirect tax work.

The analyst works hands-on with the tax team, finance, IT and external advisors, and is expected to both perform the work and document how it is done.

• Indirect Tax Compliance and Filing Management: prepare, file and remit sales and use, excise and property tax returns across multiple state and local jurisdictions; maintain the filing calendar and remittance controls.
• Tax Data Management, Reconciliation and Documentation Control: maintain, validate and reconcile all tax-relevant data (transaction data, exemption certificates, fixed asset listings, rates and rules); keep the supporting documentation complete and audit-ready.
• Advisory Support and Customer Inquiry Resolution: provide day-to-day indirect tax advice to internal teams (AP, billing, procurement, sales) and resolve customer tax inquiries, including taxability questions, exemption certificates and credits/refunds.
• Audit Management and Regulatory Response: manage state and local indirect tax audits end to end; respond to notices and information requests from tax authorities; coordinate with external advisors (for example EY, Ryan) on audits, appeals and voluntary disclosures.
• Property Tax Assessment Review and Value Challenge: review assessed property tax valuations for accuracy, identify over-assessments and lead value challenges and appeals where beneficial.
• Technology and Systems Enablement for Indirect Tax: operate the tax engine, ERP tax configuration and compliance/reporting tools used for indirect tax; define and test system changes, tax rates and rules updates and data integrations; document processes and capability gaps.

• 10+ years of indirect tax experience (sales and use, excise and/or property tax) in a multi-state corporate tax department or a tax advisory firm.
• Hands-on preparation, filing and remittance of indirect tax returns across many jurisdictions.
• Strong tax data reconciliation skills: general ledger to return, tax engine to ERP, exemption certificate management; advanced Excel.
• Experience managing state and local tax audits, notices and appeals, and working with external tax advisors.
• Property tax experience: assessment review, valuation analysis and appeals.
• Working knowledge of indirect tax technology: a tax engine (Vertex, Avalara, Thomson Reuters ONESOURCE or similar) and an ERP such as JD Edwards, Oracle or SAP; compliance software such as ONESOURCE or Vertex Returns.
• Business analysis skills: requirements, process mapping, documentation, UAT and clear written communication.
• Bachelor's degree in Accounting, Finance or a related field; CPA, CMI or similar is a plus.

• Healthcare, pharmaceutical or distribution industry experience.
• Experience documenting tax capabilities, controls (SOX) and process improvements.
• Power BI, Alteryx or SQL for tax data analysis.

All our positions are Remote and are available as Full Time Employment or B2B Contracts