Tax - STS - ITA - L8 Professional

The Tax Senior 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 may be requested 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 both 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 Tax Senior Manager, SALT Indirect Tax Automation is expected to participate in various business development related activities such as assisting with the preparation of proposals and fee estimates. Additionally, successful performance may include leading training for clients virtually, providing virtual post-implementation support, and assisting clients on the use of the implemented tool virtually.

Product Experience

• 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 Experience

• 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 internal sales and proposal development meetings
• 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

Supervisory Responsibilities:

• Supervises and trains less experienced staff

Education:

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

Experience:

• Eight (8) or more years of work experience with demonstrated direct involvement in indirect tax system implementation projects, required
• Demonstrated success working with tax systems such as Vertex, Thomson Reuters, and Avalara, Sovos, indirect tax system implementations, required

License/Certifications:

• Licensed CPA, EA, JD/ LLM, MTX, CMI, PMP, or other accredited designation which demonstrates above average knowledge of sales and use 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 Query, Power BI, or RPA knowledge and experience preferred
• Strong knowledge of MS Excel, and MS PowerPoint, preferred

Languages:

• N/A

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
• Demonstrated 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