Senior Tax Processing Specialist

Prepare 750+ sales and use tax returns monthly for level 3-4 clients, applying comprehensive compliance knowledge and independent professional judgment to resolve complex tax reporting issues accurately and on time. Routinely implement new clients, including onboarding and establishing tax data files in various formats; review and reconcile client tax data, investigate discrepancies, and take corrective action. Foster strong client relationships through regular communication, proactively suggest process improvements, and resolve complex compliance issues;

track and resolve notices from taxing jurisdictions with proper documentation and timely follow-through. Lead or actively participate in 1-3 MSO special teams, championing innovation and driving process improvement; assist with the development and documentation of internal processes and procedures. Serve as a formal mentor to 4+ junior staff members; develop training materials and lead peer coaching sessions to support team development and knowledge transfer.

Utilize Microsoft 365, Excel, and Vertex Indirect Tax Returns (VITR) to create or enhance efficiencies and automation tools; serve as a recognized Innovation Champion within the function. Accommodate additional work hours during peak monthly processing periods, typically the 5th through the 20th of each month.

• 8-12 years of related experience in tax processing, accounting, or a related business discipline.
• Comprehensive knowledge of complex tax compliance issues for level 3-4 clients, with specialized expertise in two or more compliance areas.
• Proficiency in Microsoft Excel, Microsoft 365, and Vertex Indirect Tax Returns (VITR); demonstrated ability to leverage technology to create or enhance process efficiencies and automation tools.
• Proven experience servicing large, complex client accounts and independently resolving complex compliance issues with sound professional judgment.
• Prior mentoring or formal leadership experience required; demonstrated ability to develop training materials and effectively coach junior staff members.
• Excellent oral and written communication skills; strong attention to detail with the ability to manage time, priorities, and competing deadlines effectively.
• Bachelor's degree in accounting, business, or a related field; IPT Sales Tax School (Course I and II) or equivalent certification required; or equivalent combination of education and relevant experience.

• Experience leading cross-functional process improvement or special project teams in a tax processing or compliance environment.
• Exposure to automation technologies such as Robotic Process Automation (RPA) or Alteryx for workflow enhancement.
• Experience initiating and managing electronic filings and payments across multiple taxing jurisdictions.
• Experience developing or maintaining internal standard operating procedures and compliance process documentation.
• Equivalent combination of education, training, and relevant professional experience accepted in lieu of a formal degree.

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