Advanced Tax Data Specialist

At our organization, our Tax Technology team plays a critical role in optimizing compliance with US Sales and Use Tax (SUT) regulations. By collaborating closely with the Tax, Product and Tech teams, this team leverages innovative technologies and advanced analytics to enhance operational efficiency and support seamless tax compliance processes.

This role will own the compliance data integration, transformation, and load processes, ensuring accuracy, efficiency and seamless operations. You will provide strategic oversight of tax systems, proactively identify improvement opportunities and partner closely with cross-functional teams to enhance automation and analytics capabilities.

The Lead Systems Analyst will also focus on the following areas:

• Lead and oversee the data integration and compliance load processes, ensuring flawless execution, accuracy and efficiency while proactively driving solutions and driving continuous improvements.
• Drive transparency through documentation and reporting of compliance related issues, identifying trends and working with management to implement corrective actions and long-term enhancements.
• Act as a strategic partner between Tax, Product and Tech teams to address queries, provide analysis and resolve challenges related to compliance load process, workflows, Vertex returns, SSAS etc.
• Drive the configuration, testing and validation of tax system updates and integrations to ensure seamless operation and compliance.
• Establish and enforce data quality controls, ensuring the integrity, accuracy and completeness of tax related data through rigorous analysis, reconciliation and validation.
• Design and implement Alteryx workflows, leverage tools / language such as SSAS, SQL etc. to streamline tax processes and improve analytics capabilities.
• Apply innovative solutions including generative AI, machine learning and RPA to automate repetitive tasks and enhance accuracy in tax reporting.
• Continuously look for opportunities to improve, automate and enhance existing processes for efficiency.
• Collect and organize required data for audit requests ensuring accurate and timely submissions.
• Respond to requests for reporting and data from tax users to support sales, income, and property tax compliance and analytics needs.

In this mission-driven role, you will drive value-added work and support our core retail business goals. Our tax team focuses on all aspects of tax reporting including enhancing productivity and efficiency of core compliance through process and technology, monitoring tax risk and opportunities across all tax disciplines, engaging and educating Finance and the broader organization regarding tax considerations, and prioritizing team resources to support key work streams.

• 8+ years of experience in tax technology or systems analysis, preferably within a large corporate tax department or consulting firm, with a focus on SUT compliance.
• Bachelors or Masters degree in Taxation, Finance or Information Systems or an equivalent combination of professional education and experience.
• Proficiency with tax technology tools and applications including Vertex O-Series, Vertex Returns, Alteryx, SQL and RPA with experience in using these tools to streamline tax compliance, automate workflows and enhance data accuracy and reporting.
• Experience working on ERP systems (e.g. SAP) and data visualization tools like Tableau or Power BI.
• Proven ability to collaborate with cross-functional teams, acting as a liaison between Tax, Tech and Product teams to resolve queries and enhance processes.
• Familiarity with machine learning, generative AI and statistical modeling is a plus.
• Prior experience of working for a retail organization is strongly preferred.
• Excellent communication and strong interpersonal skills, as well as the ability to work independently with limited direction and guidance.
• A proactive mindset and keen analytical ability, attention to detail, and the ability to meet tight deadlines.