Tax Senior Associate- Sales Tax Automation

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

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Job Description:

The Tax Senior Associate – Sales Tax Automation will support the implementation, configuration, testing, and optimization of sales and use tax technology solutions for clients. This role will independently manage client projects and workstreams, partnering with clients and internal sales tax professionals to translate business and tax requirements into effective technology solutions. The ideal candidate has hands-on experience with sales tax technology, strong project management skills, and the ability to quickly learn new systems and solve unfamiliar problems. This individual should be comfortable taking ownership of projects, managing competing priorities, communicating directly with clients, and driving work from requirements gathering through implementation and go-live.

Must be located in Dallas or Denver.

Key Responsibilities

• Independently manage sales tax automation projects and workstreams from planning through go-live, including project plans, timelines, deliverables, client communications, status updates, and resolution of project risks or issues.
• Serve as a primary day-to-day contact for clients on assigned projects, leading meetings, gathering requirements, coordinating action items, and communicating project status and implementation decisions.
• Configure and support sales and use tax automation solutions based on client business requirements and expected taxability outcomes.
• Partner with the sales tax consulting team to translate taxability determinations into appropriate system configurations, including tax codes, rules, exemptions, and other applicable settings.
• Develop and execute testing strategies for sales tax technology implementations, including test plans, test scenarios, quality assurance testing, user acceptance testing, and documentation and resolution of identified issues.
• Review and interpret software product documentation and technical specifications to understand system functionality, troubleshoot issues, and determine appropriate configuration approaches.
• Support integrations between sales tax calculation software and client ERP, billing, e-commerce, and other transaction systems, working with client business and technical teams as needed.
• Identify opportunities to improve team implementation methodologies, testing processes, documentation, templates, and other repeatable tools or processes.
• Manage multiple client engagements and priorities simultaneously while maintaining project timelines, delivering high-quality work, and collaborating effectively with the broader sales tax team.

Minimum Qualifications

• 4 year degree
• Eligible to obtain CPA, CMI, JD/Law License or EA.

Preferred Qualifications

• Bachelor’s degree in Accounting, Finance, Computer Science, or a related field preferred.
• 3 years of professional experience
• Hands-on experience with Avalara is required, including experience configuring or implementing Avalara solutions in a client or business environment. Experience with Vertex or other indirect tax technology platforms is preferred.
• Experience working with ERP, billing, e-commerce, or other transaction systems and their integrations with sales tax calculation software is preferred, including platforms such as NetSuite, Microsoft Dynamics, Sage, and Shopify.
• Familiarity with sales and use tax concepts, including product and service taxability, exemptions, sourcing, and jurisdictional considerations, is preferred.
• Demonstrated ability to independently manage client-facing implementation projects or workstreams, including project timelines, deliverables, risks and issues, stakeholder coordination, and multiple competing priorities.
• Experience across the software implementation lifecycle, including requirements gathering, configuration, testing, implementation, and post go-live support, with the ability to translate business and tax requirements into system configurations and testing scenarios.
• Strong analytical and problem-solving skills, including the ability to interpret product documentation, troubleshoot unexpected system results, and independently research potential solutions.
• Excellent verbal and written communication skills, with the ability to communicate effectively with client business users, technical stakeholders, and internal teams.
• Highly motivated and adaptable self-starter who is comfortable working through ambiguity, learning unfamiliar technologies, taking ownership of new challenges, and working both independently and collaboratively.

The pay rate ranges for this position are listed below. This range represents a good-faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant’s skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees.

In Dallas, TX: pay rate range is $86,000 to $115,500 In Denver, CO: pay rate range is $90,100 to $121,000