Role Description
The Indirect Tax Lead serves as the strategist and subject matter expert for the company's indirect tax footprint, primarily driving our domestic strategy while providing ad hoc support to international.
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Sales and Use tax compliance is fully outsourced to a managed compliance provider.
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This is a strategic thinking and problem-solving position designed for a highly analytical, agile professional who naturally challenges the status quo, introduces innovative frameworks, and thrives in a dynamic environment requiring high autonomy, adaptability, and an acute awareness of broader business operations.
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The Lead will focus on the strategic optimization of domestic Sales & Use tax, Property tax, Gross Receipts tax and other indirect taxes, while partnering cross-functionally to enable enterprise business growth.
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This role requires a forward-looking, tech-forward operator who can optimize our Vertex-to-Oracle ecosystem, leverage advanced technology and AI tools to maximize research efficiencies, and successfully navigate complex, ambiguous tax implications with total independence.
Qualifications
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Bachelor’s degree in Accounting, Finance, or a related field.
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Highly Valued: Master’s degree in accounting or taxation or professional certification (CPA or CMI or equivalent).
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8+ years of dedicated Indirect Tax experience, heavily weighted toward domestic Sales & Use, Property, and Gross Receipts tax strategy.
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Deep, practical familiarity with managing the Vertex engine plug-in and its integration with Oracle for accurate sales tax determination/automation.
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Background in SaaS, technology, or other high-growth environments.
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Highly Valued: Experience with voluntary disclosure agreements (VDAs) and remediating historical sales tax exposures.
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Highly Valued: Experience supporting international indirect tax strategy (VAT/GST) during global market expansions or in response to ad-hoc cross-border technical inquiries.
Requirements
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Proactive Ownership & Enterprise Thinking: Demonstrate anticipatory leadership by identifying tax risks and legislative exposures before they impact the organization.
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Nexus & Taxability Governance: Own the company’s recurring nexus study and taxability review cadence.
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Business Advisory & Strategic Partnership: Serve as the primary internal consultant to Brokerage Ops, Oracle/IT, and Corporate Development.
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Domestic & International Indirect Tax Strategy: Function as the architect for the domestic indirect tax footprint and provide secondary technical guidance for international indirect tax frameworks.
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AI & Process Innovation: Actively leverage AI and advanced research tools to accelerate technical tax research.
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System Ecosystem Governance: Oversee and continually optimize the taxability rules, product mapping, and exemption logic within our automated tax environment.
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Compliance Vendor Management: Own the governance, data workflows, and accountability for outsourced compliance partner.
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Audit Defense: Lead and defend the company in state and local indirect tax audits.
Benefits
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Employer paid Medical coverage, as well as Dental & Vision benefits.
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Company supplied equipment; laptop, monitor, headset.
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RRSP with up to a 4% match.
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Fully remote environment.
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Amazing company culture.
EEO Statement
We believe strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, eXp is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other protected characteristics under federal, state or local law.