Senior Indirect Tax Analyst

Job Description

Summary:

The Senior Indirect Tax Analyst is responsible for supporting the company's U.S. indirect tax compliance, reporting, and audit activities, as well as supporting other administration, compliance, and coordination of tax-related activities for the organization. This role ensures adherence to federal, state, and local tax regulations. Acting as a key liaison with Finance, Legal and HR, the Senior Tax Analyst is responsible for maintaining a high standard of tax governance, organization, and process efficiency.

This role is based full-time in our office in San Diego, CA. Specific location details and expectations will be discussed during the interview process.

This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.

• Prepare, review, and file U.S. sales and use tax, excise tax, and other indirect tax returns across multiple jurisdictions
• Ensure timely and accurate remittance of tax payments
• Reconcile indirect tax accounts and support monthly/quarterly close processes
• Maintain compliance with state and local tax registration, licensing, and filing requirements

• Perform tax research and analyze taxability of products, services, and transactions under U.S. state, local and indirect tax laws
• Provide guidance to Accounting, AP/AR, Procurement, and Sales teams on direct and tax matters
• Support implementation and maintenance of tax determination systems (e.g., Vertex, Avalara)
• Assist with tax implications of new business initiatives, system changes, and contracts

• Manage and support state and local tax audits, including data gathering, responses, and negotiations
• Identify, quantify, and help mitigate indirect tax risks and exposures
• Monitor changes in U.S. indirect tax legislation and assess impact on the company

• Develop and maintain indirect tax procedures, controls, and documentation
• Identify opportunities to improve compliance efficiency through automation and process enhancements
• Support SOX/internal control requirements related to indirect taxes

• Support K-1 and unit holder filings and correspondence
• Assist with tax distribution process for unit holders
• Manage information requests from external advisors related to the K-1 process
• Assist in coordinating information between PE owner and 3rd party advisors
• Assist with management of equity process with Finance, HR, and Legal teams

• Prepare various tax work papers using Excel
• Perform data gathering for tax filings
• Support property tax and tax registration processes
• Prepare, review and maintain resale and sales tax exemption certificates
• Support workflow process from tax preparation through tax payment processes
• Gather fixed asset information for property tax and other tax return purposes
• Process tax return filings, as needed

• Build and maintain internal tax and permanent legal files with historical entity formation documentation and tax related information
• Maintain and track tax department calendar with due dates
• Maintain Tax Legal Entity Structure Chart with responsibility for tracking real-time changes
• Assist with team management of tax compliance deadlines
• Track customer contract reviews for the department and assist with prioritization of tax review process
• After identification from tax team, manage and support team process improvement initiatives
• Assist team with SOX documentation procedures (maintaining records and audit ready files)
• Assist Head of Tax with tax planning, restructuring, and entity closures
• Support the tax team's development of efficiency tools (e.g., checklists, process documents, training materials, etc.)
• Assist in monitoring and responding to tax inquiries received from the business
• Track department budget, accrued advisory fees, and third-party invoices

• Minimum 5-7 years of tax, accounting, or legal experience in public accounting firm or public company setting
• Bachelor's degree in accounting, business, or related field
• CPA or other professional licensing, preferred
• Proficiency in Excel, including advanced skills is required
• Strong organizational skills, attention to detail and ability to maintain accurate records
• Excellent verbal and written communication skills required
• Familiarity with tax software systems and ERP systems
• Candidates in San Diego location, preferred

Exceptional attention to detail required for preparing schedules, filing returns, processing payments, etc.

Ability to multi