Hybrid Senior SALT Analyst – Indirect Tax Refunds

Global-Tax-Management,-Inc.; Wayne (PA); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Global Tax Management in Wayne, PA (Hybrid; preferred in-office up to 2 days weekly) seeks a Senior Analyst to manage sales and use tax refund claims for multiple clients nationwide. You will review invoices, identify tax issues, prepare exemption arguments, and gather documents with minimal oversight.

You will extract ERP data, draft taxability analyses, and work with states and vendors to support refunds. Growth and firm-wide collaboration are emphasized.

Qualifications

• 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.
• 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

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.

Skills

Sales tax experience

Refund/reverse audit

Excel proficiency

Organizational skills

Communication skills

Team collaboration

Professional services experience

Education

Bachelor’s degree in accounting/finance or related field

Tools

Microsoft Excel

Alteryx

Job description

Global Tax Management in Wayne, PA (Hybrid; preferred in-office up to 2 days weekly) seeks a Senior Analyst to manage sales and use tax refund claims for multiple clients nationwide. You will review invoices, identify tax issues, prepare exemption arguments, and gather documents with minimal oversight.

You will extract ERP data, draft taxability analyses, and work with states and vendors to support refunds. Growth and firm-wide collaboration are emphasized.