Indirect Tax Automation Tax Manager, State and Local Tax

Location: New York

Job-:
Generalist

Location:

New York, NY, United States;
Charlotte, NC, United States;
Woodbridge, NJ, United States;
Philadelphia, PA, United States;
Atlanta, GA, United States;
Detroit, MI, United States;
McLean, VA, United States;
Boston, MA, United States;
Nashville, TN, United States;
Milwaukee, WI, United States

Schedule:

Full time Posted:

Job Summary:

The Manager of SALT Indirect Tax Automation applies industry knowledge and experience in order to collaborate with clients to implement indirect tax automation tools which include, but are not limited to, Vertex O Series, Vertex Q Series, Vertex Indirect Tax Returns, One Source Indirect Tax Determination, One Source Compliance, Sovos (Taxware), and Avalara Ava Tax. Additional automation tools we may be requested to implement include Power BI, Alteryx, data analytics and other products.

The position is hands-on, client facing, and implementation focused. Applicants with a strong knowledge of indirect taxes (Sales & Use, GST and VAT) are best positioned for the role. The ability to understand the tax technical side as well as the ability to design, build and configure the optimal tax system solutions for clients is what separates us from our competitors.

In addition to client service-related activities, the Manager of SALT Indirect Tax Automation is expected to participate in various business development related activities and assisting with the preparation of proposals and fee estimates. Additionally, successful performance may include leading training at client locations, providing onsite post-implementation support, and assisting clients on the use of the implemented tool on site at client offices.

Job Duties:

Product Knowledge Implements tax technology tools and draws upon working knowledge of the leading indirect tax technology tools, such as Vertex O Series, One Source Indirect tax Determination, Sovos and Avalara Designs and implements tax compliance systems, such as Vertex Returns, One Source Compliance, Avalara etc. Applies knowledge of various tax filing requirements at the state and local level

Learns other tools when needed for client implementations and/or competitive knowledge

Project Management Serves as the Project Lead and Project Manager on third-party indirect tax software implementations and other customized sales tax automation solutions/ development projects

Manages assigned system integration projects that involve major ERP and billing systems, such as SAP, Oracle, People Soft, JD Edwards, MS365/AX, Net Suite, etc.

Leads a system implementation and integration project from end to end (process design, software selection, implementation, user acceptance, training and go-live and post go-live phases)
Delivers project on time and within budget by utilizing project management and client service skills

Collaborates with client to understand the big picture when developing and implementing projects

Reviews complex client requirements to derive best in class design for implementation of tax technology tools

Manages client expectations

Communicates complex technical items to target audience so that relevant issues are clearly understood

Develops customized applications for various database platforms

Develops sales tax automation proposals

Conducts and participates in sales and proposal development meetings

Participates in various speaking engagements on behalf of the firm (Vertex User Conference, Thomson Reuters User Conference, IPT, COST, TEI, etc.)Develops Thought Leadership content for tax automation on behalf of the BDP national Indirect Tax Automation Practice Strategy Development Introduces and develops new or improved ideas that can provide operational value to BDO clients

Identifies and leverages lessons learned on prior…