Perform detailed tax data analysis, exemption certificate management, and process optimization.
Support client projects by ensuring compliance with tax regulations and maintaining accurate documentation.
Leverage tax technology solutions and collaborate with internal teams and clients to resolve complex issues.
Analyze client data to ensure compliance with tax laws and internal standards.
Assist with Exemption Certificate Management Solution configuration (Vertex, Avalara, Thomson Reuters) for client projects.
Monitor and resolve client requests; provide timely and professional communication.
Maintain and update Standard Operating Procedures (SOPs) and project documentation.
Support data transformation workflows and troubleshoot issues using tax technology tools.
Assist with process and impact analysis to identify improvements and recommend solutions.
Provide system monitoring and break/fix support for tax solutions.
Collaborate with team members to meet project deadlines and deliverables.
Perform other duties as assigned.

Bachelor’s degree in Accounting, Business, Information Systems, or related field required.
1+ years of professional experience in tax, accounting, or data analysis.
Proficiency in Microsoft Office (Excel, Word, PowerPoint); strong Excel skills preferred.
Familiarity with indirect tax lifecycle and exemption certificate processes.
Experience with tax engines (Vertex, Avalara, OneSource) and ERP systems a plus.
Strong analytical, organizational, and problem-solving skills.
Excellent verbal and written communication skills.
Ability to manage multiple priorities and meet deadlines.
Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.

Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation)
Company paid parental leave
Generous time off package
Multiple benefit plans, eligibility begins on day one of employment
Culturally focused on work/life balance, mental health, and the overall wellness of our employees

Analyst, Tax Technology – Exemption Certificate Management

Key skills