Indirect Tax Senior

Octave; Richardson (TX); Remote; USD 90,000 - 130,000; Full time

Job summary

Octave is seeking an Indirect Tax Senior to lead U.S. indirect tax compliance, including sales and use tax, excise tax, and property tax filings. The role requires preparing and reviewing workpapers, conducting tax research, and coordinating with Finance and Legal to ensure proper tax treatment.

The position reports to the Tax Director and offers opportunities to improve processes, automate workflows, and manage external advisor relationships in a dynamic, global software company environment.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• CPA, CMI, or CMI candidate preferred but not required.
• 4+ years of indirect tax experience.
• Strong understanding of U.S. state and local indirect tax concepts.
• Proficiency in indirect tax research and state tax authority resources.
• Excellent verbal and written communication.

Responsibilities

• Prepare or review indirect tax workpapers supporting U.S. indirect tax compliance.
• Review monthly, quarterly, and annual indirect tax calculations.
• Prepare supporting documentation and conduct tax research to substantiate positions.
• Coordinate with Accounts Payable, Accounts Receivable, Procurement, and Legal for proper tax determination.
• Monitor changes in state and local tax laws and communicate impacts to the business.
• Assist with process improvements and system implementations of indirect tax workflows.
• Manage vendor relationships with external tax advisors and filing service providers.

Skills

Indirect tax experience

State & local tax

Tax research

MS Office

Communication skills

Analytical mindset

Organizational skills

Education

Bachelor’s degree in Accounting/Finance

CPA / CMI preferred

Tools

Avalara

Vertex

Job description

Responsibilities

The Indirect Tax Senior will be responsible for preparing or reviewing workpapers that support the organization’s U.S. indirect tax compliance requirements. This role includes reviewing monthly, quarterly, and annual indirect tax calculations, preparing supporting documentation, and conducting tax research to substantiate positions. The Indirect Tax Senior will work closely with the Tax Director and other internal stakeholders to ensure that all transactions are accurately analyzed and properly reflected in U.S. indirect tax filings. In addition, this role includes reviewing sales and use tax returns, coordinating with operational and finance departments to ensure appropriate tax treatment, and maintaining accurate and compliant indirect tax reporting. This position reports directly to the Tax Director.

Responsibilities Include, But Are Not Limited To, The Following:

• Responsible for preparation and management of U.S. indirect tax compliance including sales and use tax, excise tax, business license, and property tax filings.
• Prepare or review indirect tax working papers, nexus analyses, and exemption certificate documentation.
• Perform tax research on state and local indirect tax laws, regulations, and rulings to support tax positions and compliance.
• Support indirect tax audits including gathering data, preparing responses, and drafting audit position statements.
• Partner with Accounts Payable, Accounts Receivable, Procurement, and Legal to ensure proper tax determination and documentation.
• Monitor changes in state and local tax laws and communicate impacts to the business.
• Assist with process improvements, system implementations, and automation of indirect tax workflows.
• Manage vendor relationships with external indirect tax advisors and filing service providers.
• Support business operations by providing guidance on taxability of transactions, product classifications, and system tax setups.

LI-Remote

Education / Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; CPA, CMI, or CMI candidate preferred but not required.
• 4+ years of relevant indirect tax experience with a large U.S. corporation or public accounting firm.
• Strong understanding of U.S. state and local indirect tax concepts including sales/use tax and business licenses.
• Proficiency in indirect tax research and state tax authority resources.
• Ability to manage competing deadlines and multi-state compliance workloads.
• Strong verbal and written communication skills.
• Highly organized, detail-oriented, and self-motivated.
• Proficiency in Microsoft Office Suite including Excel, Outlook, and Teams.
• Experience with indirect tax software (e.g., Avalara, Vertex) preferred but not required.

About Octave

Octave provides mission-critical software that empowers organizations to make informed decisions across every stage of the asset lifecycle - Design, Build, Operate and Protect - where performance, safety, and reliability are non-negotiable and failure is not an option.

Turning complex operational data into actionable intelligence, Octave connects expertise, real-world conditions and enterprise-scale insight to improve performance, resilience and incident response where it matters most.

Octave has more than 7,000 employees in 45 countries. Learn more at octave.com and follow us on LinkedIn.

Why work for Octave?

All in. Always forward. That's the way we do things around here.

We put trust in our people because we believe it's the best way to unleash potential, bring ideas to life, and keep moving ahead. And it's why we're committed to creating an environment that's truly supportive, providing you with the resources you need to support your ambitions, no matter who you are or where you are in the world.

Everyone is welcome

At Octave, we believe that diverse and inclusive teams are critical to the success of our people and our business. Here, everyone is welcome. As an inclusive workplace, we don't discriminate. In fact, we embrace differences and are fully committed to creating equal opportunities, an inclusive environment, and fairness for all.

Respect is the cornerstone of how we operate, so speak up and be yourself. You're valued here.

Indirect Tax Senior

Job Location (Short)

Houston, Texas-USA | Madison, Alabama-USA | New York - Home Office, New York-USA | Richardson, Texas-USA

Workplace Type

Remote