Tax Processing Specialist

Job Description: Tax Processing Specialist

Job Summary

The Tax Processing Specialist prepares and files US sales and use tax returns for level 2–3 clients, ensuring accuracy and compliance with complex tax regulations. The role independently onboards new clients, builds strong client relationships, improves processes, and mentors junior team members.

Key Responsibilities

• Prepare an average of 700+ sales and use tax returns per month for level 2–3 clients.
  
• Independently set up new clients, entities and data files, ensuring smooth onboarding and transition.
  
• Build client relationships through regular communication, addressing queries and offering proactive support.
  
• Transition clients to more junior staff and mentor 1–3 team members.
  
• Take part in 1–3 special project teams, contributing to process improvements and business initiatives.
  
• Support online filings, payments and notices, including responses to tax authorities, for senior specialists as needed.
  
• Review client tax data for accuracy, investigate discrepancies and take corrective action.
  
• Format and import monthly tax data into indirect tax returns software.
  
• Use automation tools such as RPA and Alteryx to improve process efficiency.
  
• Prepare and maintain monthly client compliance reports and documentation.
  
• Use independent professional judgment to resolve complex tax reporting issues.
  
• Work additional hours during peak monthly processing periods, typically the 5th to the 20th of each month.
  
• Complete other related duties and projects as assigned.
  

Required Qualifications

• Bachelor’s degree in accounting, commerce or business, or relevant experience in the same field.
  
• 5–8 years of related experience in tax compliance, preferably US sales and use tax.
  
• In-depth knowledge of tax compliance regulations for level 2–3 clients, with specialization in 1–2 areas.
  
• Proficiency in Microsoft Excel and Microsoft tools.
  
• Prior experience mentoring or coaching junior team members.
  
• Strong attention to detail, with the ability to work under tight monthly deadlines.
  
• Clear written and verbal communication skills.
  

Preferred Qualifications

• Experience with indirect tax returns software.
  
• Exposure to RPA and Alteryx.
  
• IPT Business Tax Basics course or equivalent.