Lead Sales Tax Analyst


Position Summary: 

The Lead Sales Tax Analyst is a critical member of the TaxConnex Client and Practitioner Services team and major contributor to the company’s success. As a Lead Tax Analyst, you will support the tax compliance process, working closely with the compliance analysts and other cross-functional teams. 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:

    • Manage and assign new client projects to compliance team members
    • Provide team leadership through mentorship, training and assistance during monthly compliance process
    • 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

Performs other duties as assigned


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