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