Sales Tax Manager

The Sales Tax Manager serves as an outsourced sales tax expert for clients and works as part of a team to provide valuable client experiences.  They handle the sales tax functions for the firm’s clients, including having the ability to work with clients with more complex needs.  This person will mentor and train employees in the SBS area.

Essential Position Responsibilities:

Lead and manage the Sales Tax team and projects to include new projects, managing capacity, workload distribution, and scheduling

Manages client relationships and provides consultations on sales tax fillings and set up by assisting the New Business team with scoping, pricing, and transitioning new Sales Tax engagements or participating in prospect meetings as the Sales Tax subject matter expert

Oversee the development and continuous improvement of the Sales Tax workflows and procedures while continuing to develop and maintain standard operating procedures and best practices

Field client or internal questions in relation to the process or program and determining when necessary to delegate

Resolve any agency discrepancies and notices

Maintain firm accounts in Avalara, manage user access as needed, and troubleshoot errors or resolve issues.

Collaborate with other teams/departments (New Business, Onboarding, Payroll, etc.)

Develop team members including providing training and resources, conducting coaching, performance management, and career development discussions

Partnering with leadership on service line growth, pricing, staffing, and strategic initiatives by reviewing engagement profitability and recommending service adjustments