Job Summary:

The Indirect Tax Manager will be a key member of the Tax Team, supporting the Indirect Tax Director in the management of indirect tax planning, compliance, controversy, taxability, automation, controls, and business advisory matters. The role will support a technology company that resells hardware, software, subscriptions, maintenance/support, professional services, managed services, and related offerings across the United States, Canada, and other foreign jurisdictions. This position will partner closely with Tax, Accounting, Finance, Legal, Sales, Procurement, IT, Operations, and third-party advisors to ensure indirect tax requirements are properly addressed in business processes, systems, transactions, customer contracts, vendor purchases, and strategic initiatives.

Key Responsibilities:

· Lead and manage U.S. sales and use tax compliance, including return preparation/review, payments, notices, reconciliations, calendar management, and oversight of internal staff and external service providers for income and property tax compliance.

·Support Canadian GST/HST/PST/QST and other non-U.S. VAT/GST or transaction tax compliance, registrations, filings, and related advisory matters in coordination with international team members as needed.

·Analyze product and service taxability for hardware, software, SaaS/subscriptions, maintenance/support, professional services, managed services, bundled offerings, shipping/handling, and other technology reseller transactions.

·Provide indirect tax guidance to Sales, Legal, Order Management, Billing, Procurement, Finance, and other stakeholders on customer contracts, exemption claims, vendor purchases, resale transactions, drop shipments, marketplace/channel issues, and invoicing requirements.

·Research and document indirect tax positions, including nexus, sourcing, taxability, exemptions, resale treatment, credits/refunds, and compliance requirements; prepare memoranda and other written guidance for internal stakeholders, auditors, and advisors.

·Monitor legislative, regulatory, administrative, and judicial developments affecting indirect taxes in jurisdictions where the company sells or purchases products and services.

·Manage day-to-day activities for indirect tax audits, managed audits, voluntary disclosure matters, refund claims, tax assessment notices, and related controversy matters in collaboration with the Indirect Tax Director, supporting timely and efficient resolution.

·Manage exemption and resale certificate processes, including certificate collection, validation, system documentation, audit readiness, and process improvements.

·Review and support monthly indirect tax accruals, journal entries, account reconciliations, reserve analysis, balance sheet reviews, and SOX/internal control requirements.

·Partner with Accounting, IT, and business teams to maintain and improve tax engine, ERP, billing, procurement, and certificate management configurations, including tax codes, product mappings, customer/vendor profiles, reporting, and control processes.

·Lead or support tax automation and process improvement initiatives, including Vertex or comparable tax engine enhancements, data analytics, standard workpapers, workflow tools, and controls designed to reduce manual work and improve accuracy.

·Support new business initiatives, expansion into new jurisdictions, new product/service offerings, acquisitions, integrations, entity changes, and supply-chain or go-to-market model changes from an indirect tax perspective.

·Develop and maintain strong working relationships with third-party advisors and internal stakeholders across Tax, Finance, Accounting, Legal, IT, Sales, Procurement, Operations, and Customer Service.

·Manage, coach, and develop indirect tax staff, including prioritization, performance feedback, technical development, and review of workpapers and deliverables.

Knowledge, Skills, and Abilities:

· Strong technical knowledge of U.S. state and local sales and use tax principles, including nexus, sourcing, taxability, resale/exemption rules, drop shipments, marketplace/channel issues, credits/refunds, and audit defense.

· Basic understanding of Canadian and international indirect tax concepts, including VAT/GST registration, invoicing, tax recovery, and compliance obligations.

· Understanding of indirect tax considerations for technology companies and resellers, including hardware, software, SaaS/subscriptions, maintenance/support, cloud services, professional services, managed services, bundled offerings, and digital products.

· Experience with Vertex, Avalara, Thomson Reuters ONESOURCE, Sovos, or other indirect tax engines; Vertex experience preferred.

· Experience with ERP, billing, procurement, and certificate management tools; ability to translate tax requirements into system rules, workpapers, reports, and controls.

· Advanced Excel skills, including complex formulas, pivot tables, Power Query, data validation, and large data-set analysis; familiarity with analytics or automation tools such as Power BI, or similar tools preferred.

· Strong project management, people management, organization, and prioritization skills, with the ability to manage multiple deadlines and stakeholders in a fast-paced environment.

· Excellent research, writing, documentation, communication, and presentation skills; ability to explain complex tax concepts clearly to non-tax business partners.

· High attention to detail, strong problem-solving judgment, and ability to assess risk, document tax positions, and design practical controls and processes.

· Demonstrated ability to seek out and implement internal and external best practices, improve processes, and deliver results in a rapidly changing business environment.

Education: Bachelor's degree in Accounting, Finance, or a related field.

Experience:

· 7+ years of tax experience working at a public accounting firm, industry indirect tax OR a combination of both multinational corporation with complex multi-state taxes and industry, focused on US indirect tax.

· Experience with U.S. sales and use tax required; experience with Canadian GST/HST/PST/QST and international VAT/GST or other transaction taxes strongly preferred.

· Experience supporting technology, hardware, software, SaaS/subscriptions, maintenance/support, professional services, managed services, or reseller/channel business models preferred.

· Experience managing staff, third-party providers, audits, tax technology projects, and cross-functional business stakeholders preferred.

· CPA, CMI or master’s in taxation. (preferred)

Certifications: No certification required; CPA, CMI or Master’s in Taxation preferred.