Director - Tax Processing Operations

JOB SUMMARY:

This position is responsible for performing a wide range of duties associated with the sales and use tax

(SUT) compliance function. The primary duty of this role is to ensure that client’s sales and use tax

returns are filed and paid in an accurate and timely manner and that client satisfaction is high.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

• Manage, coach, develop, train and mentor tax returns processing staff to achieve personal and

business goals.

• Overall ownership of the returns process.

• Continuous identification of returns process and system improvements (that support the

compliance process).

• Implement and manage process and system changes.

• Work with product management, treasury and development staff to improve and prioritize manual

and automated processes.

• Identify and help to solve system issues.

• Ensure SOC II controls related to the compliance process are continuously updated and followed.

• Manage the client onboarding process ensuring customers are onboarded on time.

• Act as an escalation point for internal and external customers.

• Ensure clients tax returns and tax data are reviewed for accuracy, investigate questionable data

and lead and take corrective actions.

• Ensure that clients' tax mail (forms, notices, and bulletins) is reviewed and addressed.

• Ensure response to, resolution, and tracking notices from taxing jurisdictions in a timely manner

through written and verbal communication with state and local tax representatives.

• Ensure complete notice documentation is on the client portal to ensure transparency.

• Document unusual out-of-scope issues both internally and externally.

• Ensure continuing development and documentation of internal processes and procedures.

• Must be available for overtime, as the nature of this service typically requires overtime between

the 9th and the 17th of each month.

• Exercise professional judgment to resolve issues.

• Work with Customer Support and Implementation leadership to resolve customer issues.

• Fulfill speaking engagements on topics of importance to Inc.

• Occasional travel may be required.

• Participate in other projects or duties.

SUPERVISORY RESPONSIBILITIES:

• Determine appropriate resourcing of staff in order to achieve goals and objectives.

• Build an effective leadership team through mentoring and formal education that focuses on

management and project management principles.

• Define annual Key Performance Indicators aligned with corporate goals.

• Direct and mentor leaders on performance gaps, career development opportunities, and

strategies.

• Direct and coach leaders on all human resource related processes including onboarding,

performance management, succession planning, employee relations, selection, terminations,

compensation and rewards.

• Accountable for collective results and recognizing others’ contributions and share credit for

success.

• Own attainment of high employee satisfaction and retention; lead development of program and

initiatives within group to attain high employee satisfaction.

• Lead change management initiatives to drive improvements and efficiencies.

• Ability to interact collaboratively and communicate effectively with external, internal customers,

and stakeholders to address issues and ensure alignment.

• Prepare and manage budget as assigned; analyzes variances and initiates corrective actions to

maximize operational performance.

KNOWLEDGE, SKILLS AND ABILITIES:

• Specific knowledge of multi-state tax preparation software and preparation of monthly SUT

returns.

• Understand various business entities (i.e. retail, software, manufacturing, leasing, etc.) and the

related SUT compliance details involved.

• Excellent oral and written communication skills.

• Must be detailed oriented, a team player, and have strong organizational skills.

• Must be able to work under tight monthly deadlines.

• Strong diplomacy skills are required.

• Ability to work without supervision, latitude for independent decision making.

• Ability to manage job-related and personal stress effectively.

• Must manage time and priorities effectively by completing tasks in a timely manner.

• Ability to develop and apply professional concepts to resolve issues with moderate scope.

• Ability to guild productive internal/external working relationships.

• Ability to listen and understand information and communicate the same.

• Must be results oriented, customer focused, and exhibit strong interpersonal skills.

• Proficiency in Microsoft Office packages, strong Excel skills.

• Sufficient knowledge of business communication, including telephone, voicemail, and e-mail and

operations of office machines, such as photocopier, scanner, and fax.

EDUCATION AND TRAINING:

• Bachelor’s degree in accounting or similar field.

• Twelve (12) plus years of experience in Sales and Use Tax returns required with five (5) plus

years of leadership experience

• Public accounting or big four experience preferred.

• Or equivalent combination of education and/or experience