Senior Indirect Tax Analyst

Position Overview

We are looking for an enthusiastic and organized individual to team with a 3rd party compliance provider and manage the preparation of sales and use tax return filings. This role is responsible for providing underlying sales reports from Workday to the external compliance team, running Alteryx workflows, reconciling exceptions in Vertex to resolution through invoice research within Workday and internal follow-up, and reviewing returns from the 3rd party provider on a monthly basis. Notice tracking and resolution is overseen by the 3rd party provider through coordination with the team member in this role. Working knowledge of Workday and Vertex, along with an interest in learning and being adaptive to technology is helpful for the day-to-day responsibilities of this role. The Company is going through the VDA process, which is led by a third party and tracked by someone in this role. This role regularly interacts with three members of the tax department including direct tax analyst, tax senior manager, and VP of Tax, along with other team members in the finance and technology departments.

Essential Duties and Functions

• Maintain the organization's compliance calendar for indirect taxes and confirm all taxes are being filed/paid where required/applicable.

• Oversee all invoices and payments associated with annual returns and renewals and ensure they are received and paid in a timely manner.

• Facilitate the preparation and reconciliation of sales and use tax returns with an outside compliance partner on a monthly basis and ensuring that related files and support documents are maintained, complete and audit ready.

• Reconcile sales and use tax accounts on a monthly basis.

• Work with outside tax counsel on any Voluntary Disclosure Agreement.

• Be the main contact point for all indirect tax audits and work with taxing authorities to minimize amounts due upon examination.

• Maintain and update, when required, customer sales tax exemption forms.

• Liaise with outside property tax provider to ensure returns are filed accurately and timely and all bills paid timely.

• Research, track and resolve any issues or notices from outside taxing jurisdictions to resolve any discrepancies between internal tax reporting and jurisdictions.

• Maintain company informational documents and control distribution within the organization.

• Maintain tax policy documents internally regarding indirect tax.

Experience, Qualifications, Knowledge, and Skills

• Requires an Accounting or Finance degree and 4-6 years of relevant corporate tax experience.

• CPA is preferred.

• Excellent analytical, organizational, and time management skills.

• Ability to prioritize tasks and work on multiple assignments concurrently.

• Ability to work under pressure of inflexible deadlines for tax reporting.

• Ability to work independently and as a member of a team with little supervision.

• Excellent written and verbal communication skills.

• Understanding of sales tax laws and regulations, processes and exemption requirements.

• Proficient in MS Office

• Preferred, but not required experience:

  • Familiar with Vertex Tax Series O

  • Familiar with Workday Financial Systems

Location and Workplace Flexibility:

We have offices in Atlanta GA, Boston MA, Morristown NJ, Plano TX, St. Louis MO, St. Petersburg FL, and Hyderabad, India. We foster a hybrid and remote friendly culture, and all our employee's work locations are based on the needs of the position and determined by the Leadership team. In-office work and activities, if applicable, vary based on the work and team objectives in accordance with Company policies.

Zelis is modernizing the healthcare financial experience by providing a connected platform that bridges the gaps and aligns interests across payers, providers, and healthcare consumers. This platform serves more than 750 payers, including the top 5 national health plans, BCBS insurers, regional health plans, TPAs and self-insured employers, and millions of healthcare providers and consumers. Zelis sees across the system to identify, optimize, and solve problems holistically with technology built by healthcare experts - driving real, measurable results for clients.

Commitment to Diversity, Equity,Inclusion, and Belonging
At Zelis, we champion diversity, equity, inclusion, and belonging in all aspects of our operations. We embrace the power of diversity and create an environment where people can bring their authentic and best selves to work. We know that a sense of belonging is key not only to your success at Zelis, but also to your ability to bring your best each day.

Equal Employment Opportunity
Zelis is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

We encourage members of traditionally underrepresented communities to apply, even if you do not believe you 100% fit the qualifications of the position, including women, LGBTQIA people, people of color, and people with disabilities.

Accessibility Support

We are dedicated to ensuring our application process is accessible to all candidates. If you are a qualified individual with a disability or a disabled veteran and require a reasonable accommodation with any part of the application and/or interview process, please email TalentAcquisition@zelis.com.

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