Prepare, review, and file multi-jurisdictional sales / use, business and occupation, and gross receipts tax returns for monthly, quarterly, semi-annual, and annual filings
Manages assignments for pre-cycle & off-cycle work : customer outreach for common issues (frequency; credentials); bulk account administration; special projects; filing calendar change management
Manage assignments for critical Prepayment administration (if necessary)
Serve as trusted resource for critical troubleshooting & questions needed to reduce risk in-cycle
Ability to research and resolve jurisdictional notices on behalf of customers
Communicate regularly and effectively with customers, jurisdictions and other internal teams as part of research and resolution
Expert knowledge of jurisdictions website & taxpayer experience when manually imputing filing information (data input nuances; limitations)
Reviews statutory bulletins for proactive change management monitoring and other critical news
Serves as trusted resource if / when at Statutory Readiness & Review project is conducted (attend meetings; provide context)
Maintains relationships with Avalara Government Relationship team & key jurisdiction resources (where appropriate)
Perform QA related to sales and use tax content and form changes
Identify ways to improve process and / or technology to better serve our customers.
Work collaboratively with all staff members and management
Effectively coordinate, lead, and facilitate meetings, action items and follow-up with cross-functional teams and subject matter experts surrounding jurisdictional changes and internal managed incidents that impact the returns operations business.
Strategically partner with cross-functional teams, including Global Compliance, Government Relations, Product, Engineering, Content, Finance, and Sales to drive project execution, foster understanding and collaboration.
Disperse project summaries and updates to large distribution groups via email and wiki.
Attend weekly legislative monitoring meetings and disseminate comprehensive notes to the full group.
Some travel may be required
Key Competencies
Communication and Documentation :
Communicate regularly and effectively with various internal teams as part of research and resolution.
Confidently manage state partnerships and be able to lead, conduct and contribute to live meetings with jurisdictions as a representative of Avalara.
Display advanced coordination skills, effectively supporting team members across different projects.
Disperse project summaries and updates via email, wiki and newsletter using proper grammar, spelling, and punctuation. All communication should be clear, concise, and accurate.
Communication should be adapted and tailored to suit various stakeholders and evolving circumstances
Facilitation :
Regularly interact with senior management and leaders across the organization to facilitate discussions and decision-making surrounding laws and regulations that impact the organization.
As a meeting facilitator, you will prepare an agenda, manage the discussion and ensure it does not deviate from its primary objective, provide real time feedback to stakeholders to clarify points.
After the discussion, you will prepare detailed reports that restate the problem statement, the outcome of the discussion, proposed solutions, participant feedback, potential challenges, and action items.
Relationship Building :
Cultivate a broad network of relationships with internal and external stakeholders whose support is needed to carry out initiatives
Build productive working relationships with state, county, and city authorities to maximize the quality of our product
Qualifications
Experience working directly with the United States State or private Tax Departments to :
Serve as Power of Attorney on behalf of taxpayers
Review and resolve jurisdictional notices on behalf of taxpayers
Review analysis of independently conducted research of a taxpayers indirect sales tax filings
Advocate as a tax technical stakeholder for solutions that improve a taxpayers ability to file returns at scale, timely and accurately
Experience attending United States Sales Tax conferences and tradeshows
2-3 years' experience working during United States business hours
Transactional Tax Expertise, with emphasis around transactional tax complexities from a jurisdiction administration standpoint including :
Standard reporting requirements across states
Notice generating activities
Red Flags for Audits
Communication strategies
Employment history working with a Big 4 Accounting Firm or large corporate tax department of a multinational company
Excellent written and verbal interpersonal communication skills, with demonstrated success building relationships with United States Tax Department stakeholders (Collections, Customer Support, Audit, Legal)
Minimum of 8 years of related experience with a bachelor's degree; or minimum 6 years and a Master's degree; or a PhD with minimum 3 years' experience; or equivalent experience
Preferred Skills
Expert understanding of an Avalara customer's data flow
Deep understanding of user platform features related to jurisdiction (nexus; exemptions; marketplace; rules; filing calendars; reporting; transactions)
Reviews internal product enhancement requests related to jurisdiction (forms, automation, user interface, platform functions) & collaborates with Product Management team when help needed to define requirements
Basic overall knowledge and understanding of transaction flow across the business and subsequent impacts to returns preparation and filing (advanced knowledge is a plus)