Senior Specialist Tax

This position requires office presence of a minimum of 5 days per week and is only located in the location(s) posted. No relocation is offered.

The Tax Specialist supports the State and Local Tax Audit Management function by assisting audit managers with state and local transaction tax audits. This entry-level role is responsible for gathering, organizing, and analyzing data requested by auditors; supporting tax research related to audit findings; and developing a working understanding of transaction tax processes, including research and planning, compliance, exemptions, taxability, and billing systems.

Key Responsibilities

• Assist audit managers throughout the state and local tax audit process, including data collection, analysis, documentation, and response preparation.

• Gather, organize, and analyze data needed to support auditor requests and audit findings.

• Research state and local tax laws and regulations, with guidance, to help evaluate audit positions and support responses.

• Develop working knowledge of transaction tax processes, including research and planning, compliance, exemptions, taxability, and billing systems.

• Prepare clear and accurate audit documentation, schedules, summaries, and related materials.

• Communicate professionally with auditors and internal business partners to support an efficient and well-documented audit process.

• Apply judgment within established practices, policies, and procedures when reviewing data, selecting methods, and evaluating audit support.

Qualifications / Experience

• Entry-level role; prior experience in tax, audit, accounting, or data analysis is helpful but not required.

• Ability to learn state and local transaction tax concepts, audit processes, and related systems.

• Strong analytical, organizational, and problem-solving skills.

• Strong written and verbal communication skills.

• Ability to work both independently and collaboratively with audit managers, internal teams, and auditors.

• Proficiency with technology tools such as Excel, Power BI, Copilot, and Teams, with the ability to quickly learn emerging technologies and automation solutions.

• Experience with Excel, Power BI, Microsoft Copilot, or similar analytical tools, and the ability to quickly learn new technologies.

Skills / Competencies

• Data gathering and analysis

• Tax research and documentation

• Attention to detail

• Communication and interpersonal skills

• Ability to learn tax laws, regulations, and transaction tax processes

• Sound judgment within established policies and procedures

• Technology proficiency, including Excel, Power BI, Microsoft Copilot, and other analytical tools, with the ability to quickly learn and leverage new technologies and automation solutions.

Supervisory Responsibilities

None.

Education/Experience: Bachelor’s degree (BS/BA) desired. 2+ years of related experience. Certification is required in some areas.