Senior Manager of Sales and Use Tax (United States)

About Us

SolomonEdwardsGroup, LLC (“SolomonEdwards”) is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world’s most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, and collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards

Position Summary:

We are seeking an experienced Sales and Use Tax professional to join our organization as a full-time, remote/hybrid employee. This individual will serve as a senior-level subject-matter expert capable of independently owning, managing, and improving the complete sales and use tax function for client organizations.

The ideal candidate will have Manager, Senior Manager, Director, or comparable in-house leadership experience and be comfortable operating as both a technical expert and a hands-on practitioner. This person must be able to enter an organization, quickly understand its operations and systems, identify sales and use tax risks, establish priorities, and take ownership of the entire sales and use tax lifecycle.

This is not a narrowly focused compliance position. The successful candidate must be capable of leading compliance, audits, controversy, taxability determinations, exemption management, nexus reviews, process improvement, systems implementations, transaction support, and executive-level communication.

Essential Duties:

Employment Details

• Employment type: Full-time employee
• Work arrangement: Remote/hybrid
• Experience level: Manager, Senior Manager, Director, or equivalent
• Travel: Limited travel may be required based on client or business needs (15% max)
• Reporting relationship: Reports to Tax Partner

Primary Responsibilities

Sales and Use Tax Process Ownership

• Assume responsibility for the complete sales and use tax function for assigned organizations or engagements.
• Evaluate the current sales and use tax operating model, including people, processes, technology, controls, and third-party service providers.
• Develop and maintain a comprehensive sales and use tax calendar covering returns, payments, registrations, renewals, audits, notices, exemption certificates, and other filing obligations.
• Establish clear roles, responsibilities, review procedures, and escalation protocols.
• Manage multiple jurisdictions, legal entities, business units, and filing obligations.
• Identify gaps in existing processes and develop practical remediation plans.
• Provide day-to-day leadership and technical guidance to accounting, finance, tax, operations, billing, procurement, and technology teams.

Compliance and Reporting

• Oversee the preparation, review, and filing of state and local sales and use tax returns.
• Manage monthly, quarterly, and annual compliance obligations across multiple jurisdictions.
• Review transaction data and reconcile tax returns to general ledger accounts, tax systems, billing systems, and source documentation.
• Manage sales and use tax accruals, reserves, reconciliations, and account clean-up.
• Identify and correct overpayments, underpayments, filing errors, and process deficiencies.
• Coordinate registrations, account closures, filing-frequency changes, and other jurisdictional matters.
• Manage notices, assessments, penalties, interest, and correspondence with taxing authorities.
• Oversee compliance performed internally, through a managed service provider, or through a combination of internal and external resources.
• Develop and maintain compliance procedures, workpapers, documentation standards, and review controls.

Taxability Research and Technical Analysis

• Research and document the sales and use tax treatment of products, services, equipment, software, digital products, rentals, leases, construction activities, and other transactions.
• Analyze complex transaction flows involving customers, vendors, contractors, subcontractors, distributors, marketplaces, and related entities.
• Determine the appropriate tax treatment based on transaction facts, contract terms, billing arrangements, customer type, product or service classification, and jurisdictional law.
• Prepare clear, practical taxability memoranda and decision documents.
• Translate complex tax rules into actionable guidance for non-tax stakeholders.
• Develop and maintain taxability matrices by product, service, customer type, and jurisdiction.
• Monitor legislative, regulatory, administrative, and judicial developments affecting the organization.
• Evaluate the impact of changes in law and coordinate required updates to systems and business processes.

Nexus and Registration

• Perform state and local nexus reviews, including physical presence, economic nexus, marketplace-facilitator, affiliate, click-through, and other nexus considerations.
• Analyze sales, transaction volumes, employee locations, inventory, property, contractor activity, and other operational data.
• Identify historical and prospective registration and filing requirements.
• Develop practical nexus remediation plans based on risk, materiality, and business objectives.
• Coordinate new registrations and establish ongoing compliance processes.
• Evaluate exposure associated with historical noncompliance.
• Assist with voluntary disclosure agreements, amnesty programs, back filings, and other remediation alternatives.

Audits and Controversy

• Lead state and local sales and use tax audits from initial information requests through final resolution.
• Serve as the primary contact with auditors and taxing authorities.
• Develop audit strategies and manage document production, sampling, transaction testing, and auditor communications.
• Review and challenge proposed assessments, sampling methodologies, taxability positions, penalties, and interest.
• Prepare written responses, position papers, protests, refund claims, and supporting documentation.
• Negotiate audit resolutions and coordinate appeals when appropriate.
• Manage audit reserves, exposure estimates, status reporting, and communications with leadership.
• Identify recurring issues discovered during audits and implement sustainable corrective actions.

Exemption Certificate Management

• Establish and oversee processes for obtaining, validating, storing, renewing, and reporting exemption certificates.
• Evaluate the validity and completeness of customer and vendor exemption documentation.
• Resolve missing, expired, incomplete, or incorrect certificates.
• Support exemption-certificate system implementations and data-conversion projects.
• Develop procedures to reduce audit exposure associated with undocumented exempt sales.
• Coordinate with sales, customer service, billing, accounts payable, and accounts receivable teams.

Systems and Tax Technology

• Evaluate sales and use tax systems, ERP configurations, billing processes, purchasing processes, and related data flows.
• Lead or support the implementation, optimization, and maintenance of tax engines and compliance platforms.
• Develop tax decision logic, product tax codes, customer exemption rules, jurisdiction assignments, and system-testing protocols.
• Perform or oversee user acceptance testing and post-implementation validation.
• Diagnose tax-calculation errors and determine whether issues originate in tax content, system configuration, master data, transaction data, or business processes.
• Partner with information technology, finance, accounting, procurement, order-to-cash, and procure-to-pay teams.
• Identify automation opportunities that improve accuracy, efficiency, scalability, and control.
• Experience with one or more of the following is strongly preferred:
• Avalara
• Vertex
• Thomson Reuters ONESOURCE
• Sovos
• SAP
• Oracle
• Microsoft Dynamics 365
• NetSuite
• Workday
• Alteryx
• Other tax engines, compliance platforms, ERP systems, or data-analysis tools

Process Improvement and Internal Controls

• Assess existing sales and use tax processes and identify control gaps, inefficiencies, and areas of risk.
• Design scalable processes that can support organizational growth, acquisitions, system changes, and increased transaction volumes.
• Develop standard operating procedures, process maps, control documentation, and responsibility matrices.
• Establish review controls over compliance, taxability decisions, system changes, exemption certificates, and account reconciliations.
• Support internal audit, external audit, and SOX-related requirements when applicable.
• Develop key performance indicators and reporting tools to measure compliance, exposure, process performance, and remediation progress.
• Train tax, accounting, finance, operational, and business personnel on sales and use tax requirements.

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