Role SummaryWe are hiring an indirect tax leader to own how our tax AI products land with customers and partners. This person brings strong sales and use tax judgment and applies it in live customer environments, including scoping engagements, leading onboarding and implementation, validating the product against the customer's real transaction data, and standing behind the results.
The ideal candidate has a deep understanding of how sales and use tax works across multiple states and transaction types, is comfortable in front of customers and partners, and is energized by being the tax expert in the room during an implementation.
This role is centered on delivery: getting customers live, getting them to trust the output, and turning what we learn in the field into structured feedback that makes the product better.
What This Person Will Do - Lead customer and partner onboarding and implementation end to end, from scoping and pre-data intake setup through actual data intake, validation, go-live, and post-launch support.
- Review product outputs during implementation, confirm the platform is working as expected, and communicate status, issues, and launch readiness to customers.
- Support customer use of the platform for audit, notice, and refund workflows by helping users navigate product outputs, data, and workflow steps.
- Deliver customer and partner enablement, including training on product workflows, review procedures, and ongoing operating practices.
- Build scalable delivery assets, including implementation playbooks, documentation, QA checklists, and training materials.
- Work hands-on with customer data sets to surface patterns, identify data or configuration issues, and improve product accuracy in live implementations.
- Identify, document, and escalate product bugs, gaps, and field learnings to product, engineering, and QA teams with clear requirements and priorities.
Experience Profile - 6-10 years of relevant experience in indirect tax, with a focus on sales and use tax across multiple states.
- Strong experience beyond routine compliance or advisory work; should be comfortable getting hands-on with tax questions, operational processes, customer data, and system behavior.
- Experience in Big 4 or consulting is a plus, especially where the work involved hands-on implementation, managed services, tax technology, or direct ownership of client delivery rather than advisory-only projects.
- Experience working with tax authorities and departments of revenue is highly valuable, including audits, refund claims, notices, rulings, and voluntary disclosures.
- Experience implementing, configuring, testing, or operating a tax engine, ERP tax setup, billing system, or similar tax technology in a live business environment is a strong plus.
- Comfortable personally working through tax research, large data sets, product testing, output review, and issue diagnosis; not just managing the work from a distance.
- Strong hands-on project ownership: can run multiple concurrent implementations, drive details, unblock issues, and keep work moving against real deadlines.
- Strong communication skills, with the ability to work effectively across technical and non-technical teams.
- Comfortable independently leading customer and partner relationships, including with tax, finance, and IT stakeholders.
- Technical background is not required, but the candidate should be technology-savvy, curious, and comfortable working closely with product and engineering teams.
- Willingness to travel for customer meetings, implementations, and team gatherings.
Industry Depth (One of the Following Required) Candidates should bring genuine depth in
at least one of the following:
- Technology / Software: Deep experience with indirect tax in software, SaaS, and digital businesses, including state-by-state SaaS and electronically delivered software taxability, digital goods and digital services rules, bundled and mixed transactions, subscription and usage-based billing, marketplace facilitator obligations, and high-volume transaction data across many jurisdictions.
- Manufacturing: Deep experience with indirect tax in manufacturing and industrial environments, including manufacturing and machinery & equipment exemptions, R&D and pollution control exemptions, direct pay permits, resale versus consumption analysis, use tax accrual on consumables and MRO purchases, procurement and ERP purchasing flows, and multi-plant, multi-state footprints.
- Generalist Across Many Industries: Broad experience across a wide variety of industries such as retail, distribution, technology, manufacturing, telecom, construction, services, and marketplaces, with a demonstrated ability to ramp quickly on unfamiliar fact patterns and apply sound judgment in a new industry without a long runway.
What Good Looks Like - Comfortable operating in environments where processes, products, and answers are not always fully defined; focuses on solving problems and improving outcomes rather than becoming frustrated by ambiguity.
- Comfortable sharing opinions, challenging assumptions, and engaging in healthy debate. Advocates ideas with conviction, stays open to other perspectives, and supports decisions even when a different approach is chosen.
- Curious and adaptable, with a genuine interest in learning new technologies, industries, and ways of working.
