Tax Specialist


Position Summary: 

The Compliance Analyst is a critical member of the TaxConnex Client and Practitioner Services team and major contributor to the company’s success. As a Compliance Analyst, you will support the tax compliance process, working closely with the client activation managers 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:

    • 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

Performs other duties as assigned


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