Sales Tax Analyst


Position Summary: 

The Sales Tax Analyst is a critical member of the TaxConnex’s Client and Practitioner Services team and major contributor to the company’s success.  The role is responsible for post-sales activities to successfully onboard clients into the TaxConnex™ sales tax compliance outsourcing process. This role will accelerate sales by ensuring the client activation/on-boarding process delivers a high-quality transition to the sales tax accountant.

Essential Functions & Responsibilities:

Sales and use tax services:

  • Timely transmittal of accurately prepared sales and use tax returns to jurisdictions in accordance with the client tax calendar
  • Translate and import of client sales and use tax data into compliance software
  • Apply eligible credits to tax liabilities
  • Prepare monthly cash request and communication to the client of cash due
  • Manage debits, credits and check payments to jurisdictions
  • Follow TaxConnex™ processes and systems

Support activating new clients for sales tax outsourcing services:

  • Apply for and manage sales tax registrations
  • Document client specific tax data and sales tax processing instructions
  • Review client tax data and communicate requirements
  • Confirm requirements for custom reports
  • Prepare tax calendar and return setup
  • Set-up and configure TaxConnex™ and Third Party systems


Support other client and practitioner functions including:

  • Practitioner and client training
  • Client Success Support

Assist with any other Sales & Use tax projects as needed

Position Requirements

  • A proven track record leading a related client service function encompassing client onboarding/activation and recurring monthly service delivery with high customer retention & satisfaction

    Project Management / Client Services

    • 1-3 years demonstrated client services experience
    • High proficiency in client management
    • Strong focus on managing and completing tasks on time


    Technology and Data

    • Grasp of business applications and technology systems in support of operational processes.
    • Intermediate level skills with Excel and Adobe (PDF Creator / Form Creator)
    • Experience working with high volume data in a flat file format (.csv, .txt)

    Education and professional

    • A Bachelor’s degree with preference for finance or accounting
    • 1-2 years’ sales and use tax experience preferred but not required
    • Basic knowledge of accounting principles required
    • Ability to analyze/understand sales tax filing requirements

Critical Company Competencies:

In additional to the above noted functional skills and position requirements, TaxConnex focuses on behavioral competencies to drive our culture, company and individual success.  A few of these competencies most relevant to working at TaxConnex are: 

  • A strong “client-first” mentality
  • An entrepreneurial spirit and desire characterized by personal initiative and deep commitment
  • Willing to roll-up their sleeves and do what is necessary to grow and delight clients
  • Proactive with a high sense of urgency and responsiveness
  • Detail Oriented
  • Analytical reasoning with the ability to learn, process information, and solve problems
  • Communicates thoughts clearly and effectively, verbally and written. Listening skills to interpret both the verbal and non-verbal messages
  • Develops trust
  • Excellent organizational skills
  • Delivers on performance goals and is consistent in meeting client commitments
  • Makes efficient use of resources and time and follows internal processes


To inquire about the position, submit your resume to