Tax Analyst

Description

Key Responsibilities

Sales & Use Tax

Manage the Avalara sales tax software engine and ensure accurate, timely filing of sales and use tax returns across all applicable US jurisdictions.
Reconcile monthly US sales and use tax data from Avalara to the General Ledger (NetSuite).
Reconcile monthly sales tax payable accounts to the General Ledger.
Prepare and file Canadian GST and PST sales tax returns.
Assist with preparation of miscellaneous US non-income tax filings, including California Environmental Fee and Chicago Lease Tax payment compliance.
Partner with the Accounts Receivable team to manage exemption certificate requests.
Prepare monthly reconciliations of various sales and use tax accounts utilizing FloQast.
Prepare quarterly FAS 5 reserve accruals.
Respond to US indirect tax notices and manage resolution workflows.
Provide sales tax guidance to internal business teams regarding tax implications on transactions.
Assist with tax audits and special projects as requested.

India Tax

Review monthly transfer pricing computations and issue corresponding intercompany invoices.
Review monthly income tax accruals.
Review quarterly GST ETD workings in collaboration with the India accounting team.

Qualifications

Required

Bachelor's degree in accounting, Finance, or a related field.

2+ years of experience in sales and use tax compliance.

Experience with tax preparation software and ERP systems.

Advanced proficiency in Microsoft Excel for data analysis and reconciliation.

Excellent communication, problem-solving, and analytical skills.

Strong attention to detail with the ability to meet deadlines in a fast-paced environment.

Preferred

Hands-on experience with Avalara and NetSuite.
Familiarity with SaaS sales tax regulations.
Prior experience supporting sales and use tax audits

What We Offer

Opportunity to work in a dynamic, global fintech environment.
Exposure to multi-jurisdictional tax compliance across the US, Canada, and India.
Collaborative team culture with opportunities for professional growth.

InvestCloud is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.