Senior Consultant | Sales Tax

Senior Sales Tax Consultant

CBIZ Technology is seeking an experienced Senior Sales Tax Consultant to lead and deliver complex sales and use tax compliance, advisory, and process improvement services. This role is responsible for overseeing end-to-end compliance activities, serving as a primary client advisor for assigned engagements, and partnering closely with tax SMEs, technology, and operations teams to ensure scalable, audit-ready outcomes. The ideal candidate brings strong technical sales tax knowledge, client-facing experience, and the ability to mentor junior staff while driving continuous improvement.

Essential Functions and Primary Duties

• Client Advisory & Engagement Management
  • Serve as a primary point of contact for assigned clients, managing day-to-day communications and acting as a trusted sales tax advisor.
  • Interpret and respond to client inquiries.
  • Proactively identify risks, issues, and opportunities; communicate recommendations clearly and professionally.
  • Lead onboarding for new clients, including review of sample data, expected outputs, and compliance timelines.
• Advanced Data Review & Compliance Oversight
  • Perform and/or oversee detailed reviews of client sales data for completeness, accuracy, and conformity with jurisdictional requirements.
  • Review and validate state and local jurisdictional files produced by internal sales tax solutions, ensuring accuracy, completeness, and reconciliation to source data.
  • Perform high-level and detailed reconciliations of calculated tax, reported amounts, and payments.
  • Confirm filing accuracy prior to submission, including schedules, attachments, and required supporting documentation.
• Technical Analysis & Problem Resolution
  • Investigate discrepancies, notices, and system exceptions, coordinate resolution with internal teams and clients.
  • Support audits and client inquiries by preparing documentation, explanations, and reconciliations.
• Process Leadership, Controls & Governance
  • Ensure adherence to internal controls, review standards, data privacy, and documentation requirements.
  • Maintain and review audit-ready workpapers, checklists, and evidence of controls.
  • Lead updates to process documentation, runbooks, and standard operating procedures.
  • Identify control gaps, recurring issues, and automation opportunities, partner with technology teams on enhancements.
• Team Leadership & Development
  • Support training efforts by sharing best practices, technical guidance, and process improvements.
  • Prepare and review status reports, exception logs, and operational metrics for internal stakeholders and clients.
  • Drive continuous improvement initiatives to reduce errors, cycle time, and manual effort.

Preferred Qualifications

• 58+ years of progressive experience in U.S. sales and use tax compliance, consulting, or a related role.
• Strong working knowledge of sales and use tax concepts, including nexus, taxability, exemptions, sourcing, and registrations.
• Advanced proficiency in Microsoft Excel (complex formulas, lookups, pivots, data reconciliation).
• Demonstrated client-facing experience with strong written and verbal communication skills.
• Proven ability to manage multiple engagements, meet deadlines, and prioritize work independently.
• High attention to detail with the ability to review, interpret, and challenge data and results.
• Prior experience with sales tax technology platforms and automated return preparation/filing solutions.
• Experience working in a consulting or managed services environment.
• Familiarity with Power Query, data transformation, and/or VBA automation.
• Exposure to audit support, notice resolution, and process design.
• Bachelor's degree in accounting, Finance, Economics, Information Systems, or a related field; CPA or CMI a plus.

Minimum Qualifications

• Bachelor's degree in relevant field
• 3 years of relevant work experience
• Achieve professional certifications relative to area of expertise, must have and preserve required licenses
• Must possess analytical skills
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Must be able to travel based on client and business needs