4+ years of sales and use tax experience in corporate or professional services
2+ years preparing sales and use tax refund or reverse audit claims
Experience communicating with state auditors and clients
Strong proficiency in Microsoft Excel and Office Suite
Ability to manage multiple clients and deadlines
Impeccable organization and attention to detail
Excellent verbal and written communication skills
Bachelor's degree in accounting, finance, or related field preferred
Consulting or professional services experience preferred
Experience with state appeals or hearings preferred
Familiarity with data automation or AI tools is a plus
Responsibilities
Administer and oversee multiple sales and use tax refund engagements
Coordinate day-to-day reverse audit support activities
Collaborate with clients and team to support reverse audit claims
Draft taxability answers and prepare refund claims using tax expertise
Extract and organize data from client ERP systems for claims
Serve as primary client contact, maintaining strong relationships
Communicate with state auditors and attend hearings to close claims
Track state filing deadlines and prepare claims for appeals
Resolve complex refund issues independently
Develop knowledge of Alteryx for data automation
Benefits
Hybrid work environment with up to 2 days in office
Clear path to advancement to Manager level
Highly automated work environment
No traditional busy season
Focus on innovation and professional growth
Full Job Description
Position: Supervisor Department: SALT - Indirect Tax Job Location: Wayne, PA (Hybrid; preferred schedule of up to 2 days per week in office) FLSA Status: Exempt
Overview The Supervisor will lead sales and use tax refund engagements for multiple corporate clients, primarily in manufacturing, across any U.S. state. Our Indirect Tax practice is growing, and this role is designed for an experienced refund professional who can own engagements and represent claims with states. This role does not include direct reports; people management at our firm begins at the Manager level. It offers a clear path to Manager, a highly automated work environment, and no traditional busy season.
Responsibilities:
Administer and oversee sales and use tax refund engagements for multiple clients at once, often with dozens of active claims per client, and play a key role in department practices.
Coordinate all aspects of day-to-day reverse audit support, including invoice review, sales tax issue identification, preparation of exemption arguments, and gathering and preparing supporting documents.
Collaborate with the team and multiple clients to support reverse audit claims with both states and vendors.
Use prior experience, tax expertise, and advanced working knowledge of tax research tools to draft taxability answers, prepare taxability matrices, and prepare and review refund claims in any state.
Oversee the extraction of data from client ERP systems and the gathering, organization, and interpretation of data to prepare refund claims.
Serve as a primary point of contact for clients, maintaining strong relationships, requesting data and documentation, responding to requests, and keeping engagements moving forward.
Communicate directly with state auditors and attend and field all state hearings and vendor calls to move each refund claim to closure.
Track and adhere to all state-required filing deadlines to maintain statute, and prepare and file claims to additional appeal levels as necessary.
Resolve complex refund issues with a high degree of independence.
Develop a working knowledge of Alteryx, an analytical tool the team uses to automate manual data processes for tax purposes.
Note: This list is not intended to be an all-inclusive list. Other similar tasks and duties as assigned may be expected in addition to this list.
Required Skills and Experience:
Minimum of 4 years of sales and use tax experience in a corporate or professional services environment
Minimum of 2 years of hands-on experience preparing sales and use tax refund or reverse audit claims
Experience communicating directly with state auditors and clients on refund claims
Strong proficiency in Microsoft Excel and other Microsoft Office Suite software
Ability to manage high volume across multiple clients and deadlines
Impeccable organization skills and attention to detail
Impeccable communication skills, both verbal and written
Ability to work with others effectively and demonstrate professionalism when interacting with clients
Bachelor's degree in accounting, finance, or a related field preferred
Consulting or professional services experience preferred
Experience with state appeals or hearings preferred
Experience with data automation or AI tools, a plus
CPA not required
Refund experience in a single state is welcome; mechanics carry across states
Work Authorization: Candidates must be legally authorized to work in the United States on a full-time basis. This position is not eligible for employer sponsorship of an employment visa, now or in the future, including H-1B sponsorship or transfer. Join us and be part of a team that valuesinnovation, collaboration, and professional growth. Apply today!
About Global Tax Management, Inc
Global Tax Management, Inc. (GTM) is a tax services firm that provides tax technology, tax accounting, and tax compliance services to mid-size and large multinational clients. GTM is headquartered in Malvern, Pennsylvania and has offices in Woodbridge, New Jersey, and Wilmington, Delaware. GTM's services include tax provision, compliance, and planning, as well as tax automation and technology implementation. GTM's clients come from a variety of industries, including manufacturing, retail, pharmaceuticals, and technology. GTM was founded in 1997 and has grown to become one of the largest independent tax services firms in the United States.
