Indirect Tax Manager

Finance of America; Plano (TX); On-site; USD 95,000 - 135,000; Full time

Benefits offered by this job

Health insurance

Dental coverage

Vision coverage

Life insurance

Paid time off

Flexible spending account

401(k) with employer match

Employee stock purchase plan (ESPP)

Job summary

Finance of America is seeking a seasoned Indirect Tax professional to join our Plano, TX finance team. You will manage compliance, research, and audit processes, focusing on property tax and sales/use tax, while collaborating across functions to optimize tax outcomes.

Requires 5+ years in indirect tax, CPA or in progress preferred, and strong Excel skills. This role offers a competitive compensation package with comprehensive benefits, including 401(k) match and ESPP.

Qualifications

• Bachelor’s degree in Accounting or related field.
• CPA license or actively pursuing licensure preferred.
• Minimum 5 years in Indirect Tax including Property Tax, Sales and Use.
• Minimum 2 years in project management with cross-functional collaboration.
• Experience managing Audit and Notices.
• Proficient in MS Office, with advanced knowledge of Excel.
• Strong analytical, problem-solving and communication skills.
• Organizational, prioritization and time management with attention to detail.

Responsibilities

• Develops a solid working knowledge of the business to defend tax positions.
• Collaborates with other groups to understand tax impact and ensure indirect tax obligations addressed.
• Utilizes technology for process automation.
• Coordinates, prepares, and reviews various state and local U.S. indirect tax requirements.
• Performs tax research and analyzes complex data to reach conclusions on Indirect Tax issues.
• Assists with review, analysis, research and resolution of Indirect Tax issues.
• Performs indirect tax project work on a variety of business projects.
• Manages tax expense cash flow calculations and forecasts.
• Manages tax refund projects.
• Handles multiple asks within a restrictive due date delivery timeframe.
• Performs other duties as assigned.

Skills

Indirect tax

Project management

Audit management

Excel advanced

Analytical skills

Communication skills

Time management

Education

Bachelor's Degree

Accounting

Master’s Degree

Tools

MS Office

Excel

Job description

Finance of America helps homeowners 55+ access the equity they’ve built while staying in full control of their home and their financial future. Through a range of reverse mortgage solutions, we help customers shape the retirement they’ve earned while continuing to evolve how we serve and work together.

Joining Finance of America now means stepping into a period of momentum and growth, with teams actively shaping what comes next and opportunities to make an impact and grow your career.

To learn more about us, visit www.financeofamerica.com

Purpose of Role

Responsible for managing compliance and audit functions within the finance department. Collaborates with other business groups to understand the tax impact of business operations and to help develop and implement improvements to our processes.

Key Responsibilities and Expectations

• Develops a solid working knowledge of the business to defend tax positions.
• Collaborates with other business groups to understand the tax impact of business operations and ensures proper indirect tax obligations are addressed.
• Utilizes technology for process automation.
• Coordinates, prepares, and reviews various state and local U.S. indirect tax requirements.
• Performs tax research and analyze complex data and information to reach conclusions on Indirect Tax issues.
• Assists with review, analysis, research and resolution of Indirect Tax issues.
• Performs indirect tax project work as required on a variety of business projects.
• Manages tax expense cash flow calculations and forecasts.
• Manages tax refund projects.
• Handles multiple asks within a restrictive due date delivery timeframe.
• Performs other duties as assigned.

Reports To

• VP, Tax

Qualifications - Education - Required

• Bachelor's Degree

Qualifications - Education - Preferred

• Master’s Degree

Qualifications - Education - Field(s)/Profession(s)

• Accounting or related field. CPA license or actively working towards attainment would be a plus.

Qualifications - Experience/Skills/Competencies

• Minimum of 5 years of relevant experience in Indirect Tax to include Property Tax, Sales and Use.
• Minimum 2 years of experience in project management including cross-functional collaboration.
• Experience managing Audit and Notices.
• Proficiency in MS Office Suite, with advanced knowledge of Excel.
• Mathematical acumen to analyze complex equations.
• Strong analytical, problem-solving and organization skills.
• Excellent verbal, written and interpersonal communication skills.
• Organizational, prioritization, and time management skills with attention to detail.

Compensation

The base salary range for this position is ($95,000 - $135,000) inclusive of all geographical differences in the labor market. The base salary for the position will be determined based on factors such as the candidate’s work location, skills, education, and experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members in determining any final offer. We offer a competitive benefits package including health, dental, vision, life insurance, paid time-off benefits, flexible spending account, 401(k) with employer match, and ESPP.

• health
• dental
• vision
• life insurance
• paid time-off benefits
• flexible spending account
• 401(k) with employer match
• ESPP

Additional Information

The application deadline for this job opportunity is 9/10/2026.

Finance of America is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, sex (including pregnancy), sexual orientation, religion, creed, age, national origin, physical or mental disability, gender identity and/or expression, marital status, veteran status or other characteristics protected by law.