Indirect Tax Automation Tax Manager, State and Local Tax

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, OneSource Indirect Tax Determination, OneSource Compliance, Sovos (Taxware), and Avalara AvaTax. 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, OneSource Indirect tax Determination, Sovos and Avalara
• Designs and implements tax compliance systems, such as Vertex Returns, OneSource 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, PeopleSoft, JD Edwards, MS365/AX, NetSuite, 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 projects, and offers input on how to improve processes and methods
• Suggests marketing approaches for new ideas, creates written memos describing processes and steps to complete automation using implemented tools

Other duties as required

Supervisory Responsibilities:

• Supervises and trains staff, as appropriate

Qualifications, Knowledge, Skills, and Abilities:

Education:

• Bachelor's Degree, required; a focus in Accounting, Information Systems, or Computer Science, preferred

Experience:

• Four (4) or more years of work experience with demonstrated direct involvement in indirect tax system implementation projects, required
• Demonstrated successful implementation of indirect tax systems such as Vertex, Thomson Reuters, Avalara, and Sovos, required

License/Certifications:

• Licensed CPA, EA, JD/ LLM, MTX, CMI, PMP that demonstrates above average knowledge of indirect tax application, preferred
• Vertex, Thomson Reuters, Avalara, Sovos Indirect Tax System Certified Implementer, preferred

Software:

• Indirect tax determination systems such as Vertex, OneSource, Sovos or Avalara, required
• Indirect tax compliance systems, such as Vertex Returns, OneSource Compliance, Avalara compliance, preferred
• Indirect Tax Exemption certificates modules, Vertex, OneSource, Avalara, Sovos, preferred
• Alteryx, Power BI and RPA knowledge, preferred
• Strong knowledge of MS Excel, MS Access, MS PowerPoint, preferred

Other Knowledge, Skills, & Abilities:

• Solid verbal and written communication skills
• Strong people skills, including training/instruction with professionals at all levels
• Executive presence and the ability to be the primary contact for the client, prepare and conduct presentations to clients and potential clients
• Strong client development/relationship-building skills
• Sound decision-making skills
• Ability to work within teams
• A basic knowledge and skill level in engagement management including but not limited to, preparation of budgets, project plans, engagement letters, billing and collection, etc.
• Ability to complete projects independently
• Travel requirement 25-40%

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

National Range: $95,000 - $160,000
Maryland Range: $95,000 - $160,000
NYC/Long Island/Westchester Range: $95,000 - $160,000