Tax Consultant — SaaS Sales Tax & Direct Tax
Overview
Join a fully remote, execution-focused tax engagement supporting a SaaS technology organization through a critical U.S. sales and use tax remediation initiative, followed by year-end direct tax and tax provision activities. This opportunity is well suited for a hands-on tax professional who can analyze transaction-level data, investigate multistate compliance issues, strengthen documentation, and collaborate with General Ledger, Revenue, Accounting, and Tax teams.
The initial focus will be identifying and addressing historical sales tax exposure, state registrations, filings, reconciliations, and documentation gaps. As the engagement progresses, you will support corporate income tax provision activities, year-end schedules, and financial statement audit requests.
Key Responsibilities
Indirect Tax and Sales Tax Remediation
- Investigate historical U.S. sales and use tax exposure across multiple states, including economic nexus and SaaS taxability considerations.
- Analyze historical sales transactions, billing records, and tax data to identify compliance gaps and potential liabilities.
- Support state sales tax registrations, filings, and reporting obligations.
- Prepare and reconcile sales tax schedules, general ledger balances, transaction records, and supporting workpapers.
- Assist with historical filing discrepancies, documentation gaps, and outstanding compliance matters.
- Research state-specific taxability requirements applicable to SaaS products and services.
- Collaborate with General Ledger and Revenue teams to investigate discrepancies and resolve sales tax issues.
- Navigate tax, billing, and ERP systems to research transactions and validate tax calculations.
- Organize remediation documentation and track completed and outstanding items.
- Troubleshoot issues independently and recommend practical solutions with minimal day-to-day oversight.
Direct Tax and Year-End Provision Support
- Assist with Q4 and year-end corporate income tax provision preparation under ASC 740.
- Support tax provision workpapers, current and deferred tax schedules, and book-to-tax reconciliations.
- Assist with corporate income tax calculations and related documentation.
- Prepare schedules and respond to requests related to the year-end financial statement audit.
- Coordinate with Tax and Accounting stakeholders to resolve year-end tax matters.
Required Skills and Qualifications
- At least 4 years of relevant experience in corporate tax, public accounting, or tax consulting.
- Direct, hands-on experience with U.S. sales and use tax for a SaaS or software company.
- Strong understanding of multistate sales tax compliance, including economic nexus, SaaS taxability, registrations, and filings.
- Experience investigating and resolving sales tax discrepancies, historical exposures, or compliance issues.
- Ability to analyze transaction-level data, prepare reconciliations, and maintain accurate supporting documentation.
- Foundational knowledge of corporate income taxation and familiarity with ASC 740 tax provision processes.
- Strong Excel skills and comfort working with financial, billing, and tax data.
- Ability to work independently, investigate unfamiliar issues, and execute solutions with limited direction.
- Willingness to perform detailed, hands-on work regardless of prior title or management experience.
- Strong communication and collaboration skills when working with General Ledger, Revenue, Accounting, and Tax teams.
Nice-to-Have Skills
- Previous in-house Tax Senior or Tax Manager experience at a SaaS company.
- Experience with Anrok, Stripe, NetSuite, or Chargebee.
- Experience conducting historical sales tax exposure analyses and remediation initiatives.
- Experience with voluntary disclosure agreements, state registrations, and delinquent tax filings.
- Experience supporting quarterly or annual tax provision preparation under ASC 740.
Preferred Education and Experience
- Educational requirements were not specified for this position.
- At least 4 years of experience in corporate tax, public accounting, or tax consulting is preferred.
- SaaS or software industry experience is strongly preferred.
Other Requirements
- Work arrangement: Fully remote.
- Engagement length: Initial 3-month engagement with potential for extension and/or conversion.
- Start: Immediate.
- Must be comfortable working independently in a hands-on, execution-focused role.
- Must be able to support both indirect tax remediation and subsequent year-end direct tax activities.
