Senior Tax Specialist

Embarkgcc Services; Hyderabad; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Embarkgcc Services is seeking a Senior Tax Processing Specialist in Hyderabad to manage monthly Sales and Use tax filings for Level 34 clients. You will prepare and file 750+ returns, onboard new clients, maintain relationships, and mentor junior staff.

The role requires deep tax compliance knowledge, proficiency in Excel, Microsoft 365, and Vertex Indirect Tax Returns (VITR). You will lead process improvements and participate in special teams, with occasional extended hours during peak periods.

Qualifications

• Bachelor's degree in Accounting, Business, or related field.
• 8–12 years of experience in tax processing, accounting, or business.
• Prior mentoring or leadership experience is required.
• IPT Sales Tax School Course I and II certification, or equivalent certification, is required.

Responsibilities

• Prepare and file 750+ tax returns monthly for Level 34 clients.
• Onboard new clients and set up tax data files.
• Maintain client relationships and resolve issues.
• Mentor at least four junior staff members.
• Develop training materials and conduct peer coaching.
• Lead or participate in MSO special teams and drive process improvements.
• Use Excel, Microsoft 365, and Vertex VITR to improve efficiency and automate tasks.
• Review and reconcile client tax data; investigate discrepancies.
• Prepare monthly client summary reports and documentation.
• Initiate electronic tax filings and payments; coordinate with team members.
• Monitor tax notices and resolve timely with proper documentation.
• Analyze and resolve complex tax reporting issues with judgment.
• Contribute to internal process improvements and documentation.
• Work extra hours during peak monthly processing; 5th–20th.
• Undertake other responsibilities and projects as assigned.

Skills

Tax compliance

Mentoring

Process improvement

Attention to detail

Time management

Communication

Education

Bachelor's degree in Accounting or related field

8–12 years of experience in tax processing

Leadership experience

IPT Sales Tax School Course I and II certification

Tools

Microsoft Excel

Microsoft 365

Vertex Indirect Tax Returns (VITR)

Job description

Senior Tax Processing Specialist

Roles and Responsibilities

• Prepare and file an average of 750+ Sales and Use Tax returns monthly for Level 34 clients, ensuring accuracy and compliance with applicable tax regulations.
• Manage new client implementations, including onboarding and setting up tax data files in various formats.
• Maintain client relationships through regular communication, recommend process improvements, and resolve complex client issues.
• Transition client accounts to junior team members and mentor at least four junior staff members.
• Develop training materials and conduct peer coaching sessions to support team development.
• Lead or participate in 1–3 MSO special teams, driving innovation, efficiency, and process improvements.
• Use Microsoft 365, Excel, and Vertex Indirect Tax Returns (VITR) to improve operational efficiency and develop automation tools.
• Review and reconcile client tax data, investigate discrepancies, and implement corrective actions.
• Prepare monthly client summary reports and maintain accurate documentation.
• Initiate electronic tax filings and payments, coordinating with team members to ensure timely submissions.
• Monitor and resolve notices from taxing jurisdictions, ensuring proper documentation and timely resolution.
• Independently analyze and resolve complex tax reporting issues using sound professional judgment.
• Contribute to the development, improvement, and documentation of internal processes and procedures.
• Work additional hours during peak monthly processing periods, typically from the 5th to the 20th of each month.
• Undertake other responsibilities and participate in projects as assigned.

Supervisory Responsibilities

• This position does not have direct supervisory responsibilities.
• Serve as a formal mentor to four or more junior staff members, develop training materials, and lead peer coaching sessions.

Knowledge, Skills and Abilities

• Comprehensive knowledge of complex tax compliance issues for Level 3–4 clients, with specialized expertise in at least two areas.
• Proficiency in Microsoft Excel, Microsoft 365, and Vertex Indirect Tax Returns (VITR).
• Ability to leverage technology to create or enhance efficiencies and automation tools, with a focus on innovation.
• Excellent oral and written communication and interpersonal skills.
• Strong attention to detail, organizational skills, and the ability to manage time and priorities effectively.
• Demonstrated ability to mentor, train, and coach junior staff members.
• Experience servicing large, complex client accounts and resolving challenging client issues.
• Ability to work independently and exercise sound professional judgment when resolving complex issues.
• Customer-focused and results-oriented mindset.
• Willingness to lead and participate in special teams and process improvement initiatives.

Education and Training

• Bachelor's degree in Accounting, Business, or a related field, or equivalent relevant experience.
• 8–12 years of related experience in tax processing, accounting, or business.
• Prior mentoring or leadership experience is required.
• IPT Sales Tax School Course I and II certification, or equivalent certification, is required.