Teams at GTM (Global Tax Management)

Prepares and manages sales and use tax refund and reverse audit claims for multiple corporate clients across U.S. states. Responsibilities include invoice review, taxability research, exemption arguments, data extraction, refund claim preparation, client communication, state auditor responses, appeals, and deadline tracking. The role also uses Alteryx to automate tax data processes and requires managing high-volume claims with minimal oversight.

Supervise sales and use tax refund and reverse audit engagements for multiple corporate clients. Responsibilities include reviewing invoices, identifying tax issues, preparing exemption arguments and refund claims, extracting and interpreting ERP data, communicating with clients, vendors, and state auditors, managing filing deadlines, handling hearings and appeals, and resolving complex refund issues independently. The role also requires developing proficiency with Alteryx to automate tax data processes.

Provides indirect state and local tax services for clients, including sales and use tax return preparation, filing, compliance analysis, reconciliations, notices, registrations, refund claims, and regulatory research. The role also supports tax technology implementations, audit requests, and client inquiries while collaborating with engagement teams and maintaining strong client relationships.