Baker Tilly US US | Tax Senior Associate- Sales Tax Automation

Key responsibilities

• Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
• This role will independently manage client projects and workstreams, partnering with clients and internal sales tax professionals to translate business and tax requirements into effective technology solutions.
• The ideal candidate has hands-on experience with sales tax technology, strong project management skills, and the ability to quickly learn new systems and solve unfamiliar problems.
• This individual should be comfortable taking ownership of projects, managing competing priorities, communicating directly with clients, and driving work from requirements gathering through implementation and go-live.
• Serve as a primary day-to-day contact for clients on assigned projects, leading meetings, gathering requirements, coordinating action items, and communicating project status and implementation decisions.
• Partner with the sales tax consulting team to translate taxability determinations into appropriate system configurations, including tax codes, rules, exemptions, and other applicable settings.
• Develop and execute testing strategies for sales tax technology implementations, including test plans, test scenarios, quality assurance testing, user acceptance testing, and documentation and resolution of identified issues.
• Review and interpret software product documentation and technical specifications to understand system functionality, troubleshoot issues, and determine appropriate configuration approaches.
• Support integrations between sales tax calculation software and client ERP, billing, e-commerce, and other transaction systems, working with client business and technical teams as needed.
• Identify opportunities to improve team implementation methodologies, testing processes, documentation, templates, and other repeatable tools or processes.
• Manage multiple client engagements and priorities simultaneously while maintaining project timelines, delivering high-quality work, and collaborating effectively with the broader sales tax team.
• Configure and support sales and use tax automation solutions based on client business requirements and expected taxability outcomes.

Preferred qualifications

• Must be located in Dallas or Denver.
• Hands-on experience with Avalara is required, including experience configuring or implementing Avalara solutions in a client or business environment.
• Experience with Vertex or other indirect tax technology platforms is preferred.
• Experience working with ERP, billing, e-commerce, or other transaction systems and their integrations with sales tax calculation software is preferred, including platforms such as NetSuite, Microsoft Dynamics, Sage, and Shopify.
• Familiarity with sales and use tax concepts, including product and service taxability, exemptions, sourcing, and jurisdictional considerations, is preferred.
• Demonstrated ability to independently manage client-facing implementation projects or workstreams, including project timelines, deliverables, risks and issues, stakeholder coordination, and multiple competing priorities.
• Strong analytical and problem-solving skills, including the ability to interpret product documentation, troubleshoot unexpected system results, and independently research potential solutions.
• Excellent verbal and written communication skills, with the ability to communicate effectively with client business users, technical stakeholders, and internal teams.
• Bachelor’s degree in Accounting, Finance, Computer Science, or a related field preferred.
• Experience across the software implementation lifecycle, including requirements gathering, configuration, testing, implementation, and post go-live support, with the ability to translate business and tax requirements into system configurations and testing scenarios.

Baker Tilly US, LLP

The firm's roots in the United States go back to 1931, when it began as Virchow, Krause & Company, and the current partnership was organised in 1953. It joined Baker Tilly International in 1999 and took the Baker Tilly name in 2009. It has since grown through mergers with ParenteBeard in 2014 and Squar Milner in 2020, among others. Baker Tilly provides audit and assurance, tax, and advisory services, with a CPA firm handling attest work and a separate advisory group handling tax and consulting.

• Industry: Accounting, tax, assurance and advisory services, including managed accounting services
• Headquarters: Chicago, Illinois, United States (U.S. member firm of Baker Tilly International)