Senior Tax Analyst, SALT - Indirect Reverse Audit

Position: Senior Analyst
Department: SALT - Indirect tax
Job Location: Wayne, PA (Hybrid; preferred schedule of up to 2 days per week in office)
FLSA Status: Exempt

About Global Tax Management
Global Tax Management (GTM) is a corporate tax services firm dedicated to helping mid-size and large multinational corporations tackle complex tax challenges. For over 30 years, we have helped Fortune 500 clients build, operate, and manage their tax functions. Our services span tax provision, income tax compliance, international tax, transfer pricing, indirect tax, tax automation, R&D tax credits, and more.

GTM is growing nationally, and we bring a client service and technology-forward model that sets us apart. We have been recognized on INSIDE Public Accounting's Top 100 Firms in the Nation, named a Best Place to Work, and earned a spot on the Inc. 5000 list of the fastest-growing private companies in the country.

Overview
The Senior Analyst will prepare and manage sales and use tax refund claims for multiple corporate clients across any U.S. state. Our Indirect Tax practice is growing, and this role is designed for an experienced refund professional who can take ownership of claims with minimal oversight, including invoice review, sales tax issue identification, preparation of exemption arguments, and gathering and preparing supporting documents. This role offers a clear path for growth, and little to no travel.

Responsibilities:

• Support sales and use tax refund engagements for multiple clients at once, often with dozens of active claims per client.
• Perform day-to-day reverse audit work, 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 tax research tools to draft taxability answers, prepare taxability matrices, and prepare refund claims in any state.
• Extract data from client ERP systems and gather, organize, and interpret data to prepare refund claims.
• Communicate with clients to request data and documentation, respond to requests, and keep refund engagements on track.
• Prepare documentation for state auditor inquiries, appeals, and hearings.
• Track and adhere to all state-required filing deadlines to maintain statute, and prepare claims for additional appeal levels as necessary.
• Develop a working knowledge of Alteryx, an analytical tool the team uses to automate manual data processes for tax purposes.

Required Skills and Experience:

• Minimum of 2 years of sales and use tax experience in a corporate or professional services environment
• Minimum of 1 year of hands-on experience preparing sales and use tax refund or reverse audit 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 data automation or AI tools, a plus
• CPA not required
• Refund experience in a single state is welcome; mechanics carry across states

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About Global Tax Management

Global Tax Management (GTM) is a corporate tax services firm dedicated to helping mid-size and large multinational corporations address complex tax operations. GTM takes operational tax burdens off tax and finance leaders, providing high-level tax expertise at value driven rates without any independence issues. For over 25 years, GTM has provided the expertise to build, operate, and manage tax functions for its clients. Core services include tax provision, income tax compliance, international tax, transfer pricing, indirect tax, tax automation, tax training, R&D tax credits and incentives, and tax consulting and planning. GTM is a 100% employee-owned company (ESOP) and is distinguished as a best workplace, healthiest employer, and top accounting firm. The firm is a U.S. alliance partner of WTS Global. For more information, visit www.gtmtax.com.