Manager / Senior Manager, Sales & Use Tax, AI Delivery & Implementation

Marcus & Associates Executive Recruiters; New York (NY); On-site; USD 150,000 - 230,000; Full time

Job summary

Marcus & Associates Executive Recruiters is seeking an experienced Indirect Tax Leader for an early-stage AI financial software company. You will own how tax AI products land with customers and partners, scoping engagements, onboarding, and implementing in live environments.

You will work directly with customers, validating outputs, and turning field learnings into product improvements while leading multiple implementations and cross-functional collaboration.

Qualifications

• 6–10 years of indirect tax experience with multi-state sales and use tax expertise.
• Comfortable handling hands-on tax questions, data review, and product feedback during implementations.
• Experience with tax technology, audit interactions, or managed services is a plus.

Responsibilities

• Lead onboarding and end-to-end implementation from scoping to go-live and post-launch support.
• Review platform outputs during implementation and communicate launch readiness to customers.
• Assist customers with audit, notice, and refund workflows and navigate product outputs.
• Deliver enablement training on workflows, procedures, and ongoing practices.
• Build scalable delivery assets such as playbooks, docs, QA checklists, and training materials.
• Work with customer data to surface patterns, fix data/config issues, and improve accuracy.

Skills

Indirect tax

Sales and use tax

Customer onboarding

Implementations

Cross-functional collaboration

Data analysis

Tools

Tax engine

ERP tax setup

Billing system

Data validation

Job description

Our client is an early-stage AI financial software company run by senior executives from the Big 4, Google, AMD, SAP, Accenture and Microsoft. World class C‑Suite, unrivaled funding and growing very quickly (both revenue and headcount).

They are hiring an indirect tax leader to own how our tax AI products land with customers and partners. This person brings strong sales and use tax judgment and applies it in live customer environments, including scoping engagements, leading onboarding and implementation, validating the product against the customer's real transaction data, and standing behind the results. You will not be working on Tax Compliance. You will be helping to build out the next gen AI software for Tax and partnering with clients (current and potential).

The ideal candidate has a deep understanding of how sales and use tax works across multiple states and transaction types, is comfortable in front of customers and partners, and is energized by being the tax expert in the room during an implementation. This role is centered on delivery: getting customers live, getting them to trust the output, and turning what we learn in the field into structured feedback that makes the product better.

Responsibilities

• Lead customer and partner onboarding and implementation end to end, from scoping and pre‑data intake setup through actual data intake, validation, go‑live, and post‑launch support.
• Review product outputs during implementation, confirm the platform is working as expected, and communicate status, issues, and launch readiness to customers.
• Support customer use of the platform for audit, notice, and refund workflows by helping users navigate product outputs, data, and workflow steps.
• Deliver customer and partner enablement, including training on product workflows, review procedures, and ongoing operating practices.
• Build scalable delivery assets, including implementation playbooks, documentation, QA checklists, and training materials.
• Work hands‑on with customer data sets to surface patterns, identify data or configuration issues, and improve product accuracy in live implementations.
• Identify, document, and escalate product bugs, gaps, and field learnings to product, engineering, and QA teams with clear requirements and priorities.

Requirements

• 6-10 years of relevant experience in indirect tax, with a focus on sales and use tax across multiple states.
• Industry experience in Technology or Manufacturing (or a generalist across many industries including the former)
• Strong experience beyond routine compliance or advisory work; should be comfortable getting hands‑on with tax questions, operational processes, customer data, and system behavior.
• Experience in Big 4 or consulting is a plus, especially where the work involved hands‑on implementation, managed services, tax technology, or direct ownership of client delivery rather than advisory‑only projects.
• Experience working with tax authorities and departments of revenue is highly valuable, including audits, refund claims, notices, rulings, and voluntary disclosures.
• Experience implementing, configuring, testing, or operating a tax engine, ERP tax setup, billing system, or similar tax technology in a live business environment is a strong plus.
• Comfortable personally working through tax research, large data sets, product testing, output review, and issue diagnosis; not just managing the work from a distance.
• Strong hands‑on project ownership: can run multiple concurrent implementations, drive details, unblock issues, and keep work moving against real deadlines.
• Strong communication skills, with the ability to work effectively across technical and non‑technical teams.
• Comfortable independently leading customer and partner relationships, including with tax, finance, and IT stakeholders.
• Technical background is not required, but the candidate should be technology‑savvy, curious, and comfortable working closely with product and engineering teams.
• Willingness to travel for customer meetings, implementations, and team gatherings.