Senior Tax & Compliance Analyst — AI-Driven Case Expert

Socotra, Inc.; Northern (KY); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Bonuses

Private medical insurance

Disability insurance

Employee resource groups (ERGs)

Job summary

Avalara seeks a Senior Customer Support Analyst for the MyLodgeTax team in the United States. You will resolve escalated tax compliance cases, including notices and back-filing, providing precise guidance and coordinating with jurisdictions and teams.

The role emphasizes strong communication, organization, and the use of AI-enabled workflows to speed resolution while maintaining accuracy across multi-jurisdictional obligations.

Qualifications

• Bachelor's degree in Accounting, Finance, or Business.
• 2+ years in a customer-facing role handling complex inquiries, tax/compliance operations, or case management.
• Excellent written and verbal communication with clarity and professionalism.
• Highly organized with strong attention to detail and ability to manage multiple deadlines.
• Solid math and analytical skills with ability to review tax calculations and reconciliations.
• Comfortable with occasional phone-based customer interactions requiring empathy.
• Proficiency in Microsoft Excel and ability to navigate multiple systems.

Responsibilities

• Receive and resolve complex customer support cases escalated from the front-line team, owning each case through to full resolution.
• Investigate and resolve tax notices, coordinating with jurisdictions and internal teams.
• Respond to jurisdiction inquiries with accurate, timely information per compliance requirements.
• Support back-filing and amendment cases, researching filing history and coordinating with Professional Services.
• Address customer questions related to revenue reporting, billing, refunds, and adjustments with clear guidance.
• Process license number requests and provide copies when available in the customer file.
• Handle return copy requests and route multi-period or multi-property cases accordingly.
• Elevate complex bank account changes to the Treasury team and route NACHA questions to Onboarding.
• Communicate proactively with customers, internal teams, and taxing jurisdictions to set expectations.
• Manage an active case queue to meet SLAs and deadlines, documenting patterns for process improvements.

Skills

Customer-facing

Communication

Organization

Analytical skills

Excel

Time management

Self-starter

Tax notices

Education

Bachelor's degree in Accounting, Finance, or Business

Tools

Excel

Job description

Avalara seeks a Senior Customer Support Analyst for the MyLodgeTax team in the United States. You will resolve escalated tax compliance cases, including notices and back-filing, providing precise guidance and coordinating with jurisdictions and teams.

The role emphasizes strong communication, organization, and the use of AI-enabled workflows to speed resolution while maintaining accuracy across multi-jurisdictional obligations.