Supports indirect tax operations across sales and use, excise, and property taxes for a large multi-state organization. Responsibilities include preparing filings, reconciling tax data, managing audits and appeals, reviewing property tax assessments, advising internal teams, operating tax technology, testing system changes, and documenting processes and controls.
Location: Remote or hybrid preferred (Dallas, TX or Richmond, VA). US based resources only.
Experience: 10+ years in indirect tax (sales and use, excise, property tax) for a large, multi-state organization.
Overview
Our customer, a large US healthcare distribution company, is looking for an experienced Tax Business Analyst to support its Indirect Tax function. The role is part of a project to identify, document and strengthen the organization's indirect tax capabilities across six areas: compliance and filing, tax data management and reconciliation, advisory support, audit management, property tax assessment review, and the technology and systems that enable indirect tax work. The analyst works hands-on with the tax team, finance, IT and external advisors, and is expected to both perform the work and document how it is done.
Responsibilities
Experience: 10+ years in indirect tax (sales and use, excise, property tax) for a large, multi-state organization.
Overview
Our customer, a large US healthcare distribution company, is looking for an experienced Tax Business Analyst to support its Indirect Tax function. The role is part of a project to identify, document and strengthen the organization's indirect tax capabilities across six areas: compliance and filing, tax data management and reconciliation, advisory support, audit management, property tax assessment review, and the technology and systems that enable indirect tax work. The analyst works hands-on with the tax team, finance, IT and external advisors, and is expected to both perform the work and document how it is done.
Responsibilities
- Indirect Tax Compliance and Filing Management: prepare, file and remit sales and use, excise and property tax returns across multiple state and local jurisdictions; maintain the filing calendar and remittance controls.
- Tax Data Management, Reconciliation and Documentation Control: maintain, validate and reconcile all tax-relevant data (transaction data, exemption certificates, fixed asset listings, rates and rules); keep the supporting documentation complete and audit-ready.
- Advisory Support and Customer Inquiry Resolution: provide day-to-day indirect tax advice to internal teams (AP, billing, procurement, sales) and resolve customer tax inquiries, including taxability questions, exemption certificates and credits/refunds.
- Audit Management and Regulatory Response: manage state and local indirect tax audits end to end; respond to notices and information requests from tax authorities; coordinate with external advisors (for example EY, Ryan) on audits, appeals and voluntary disclosures.
- Property Tax Assessment Review and Value Challenge: review assessed property tax valuations for accuracy, identify over-assessments and lead value challenges and appeals where beneficial.
- Technology and Systems Enablement for Indirect Tax: operate the tax engine, ERP tax configuration and compliance/reporting tools used for indirect tax; define and test system changes, tax rates and rules updates and data integrations; document processes and capability gaps.
- 10+ years of indirect tax experience (sales and use, excise and/or property tax) in a multi-state corporate tax department or a tax advisory firm.
- Hands-on preparation, filing and remittance of indirect tax returns across many jurisdictions.
- Strong tax data reconciliation skills: general ledger to return, tax engine to ERP, exemption certificate management; advanced Excel.
- Experience managing state and local tax audits, notices and appeals, and working with external tax advisors.
- Property tax experience: assessment review, valuation analysis and appeals.
- Working knowledge of indirect tax technology: a tax engine (Vertex, Avalara, Thomson Reuters ONESOURCE or similar) and an ERP such as JD Edwards, Oracle or SAP; compliance software such as ONESOURCE or Vertex Returns.
- Business analysis skills: requirements, process mapping, documentation, UAT and clear written communication.
- Bachelor's degree in Accounting, Finance or a related field; CPA, CMI or similar is a plus.
- Healthcare, pharmaceutical or distribution industry experience.
- Experience documenting tax capabilities, controls (SOX) and process improvements.
- Power BI, Alteryx or SQL for tax data analysis.
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