The Sales Tax Manager serves as an outsourced sales tax expert for clients and works as part of a team to provide valuable client experiences. They handle the sales tax functions for the firm’s clients, including having the ability to work with clients with more complex needs. This person will mentor and train employees in the SBS area.
Essential Position Responsibilities:
- Lead and manage the Sales Tax team and projects to include new projects, managing capacity, workload distribution, and scheduling
- Manages client relationships and provides consultations on sales tax fillings and set up by assisting the New Business team with scoping, pricing, and transitioning new Sales Tax engagements or participating in prospect meetings as the Sales Tax subject matter expert
- Oversee the development and continuous improvement of the Sales Tax workflows and procedures while continuing to develop and maintain standard operating procedures and best practices
- Field client or internal questions in relation to the process or program and determining when necessary to delegate
- Resolve any agency discrepancies and notices
- Maintain firm accounts in Avalara, manage user access as needed, and troubleshoot errors or resolve issues.
- Collaborate with other teams/departments (New Business, Onboarding, Payroll, etc.)
- Develop team members including providing training and resources, conducting coaching, performance management, and career development discussions
- Partnering with leadership on service line growth, pricing, staffing, and strategic initiatives by reviewing engagement profitability and recommending service adjustments
Requirements
- 3-5 years of experience in public accounting preferred, including experience managing staff and assisting with Sales Tax audits
- Advanced knowledge of setting up/mapping sales tax in general ledger systems
- Advanced knowledge and experience with Sales Tax in multiple states/filings
- Ability to communicate clearly in writing and verbally
- Ability to work on multiple projects and meet deadlines by setting priorities with work projects
- Knowledge/experience with sales tax software (such as Avalara, QuickBooks Online, etc.), preferred
Benefits
Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.
Skills Required
- 3-5 years of public accounting experience, including managing staff and assisting with Sales Tax audits
- Advanced knowledge of setting up/mapping sales tax in general ledger systems
- Advanced knowledge and experience with Sales Tax in multiple states/filings
- Ability to communicate clearly in writing and verbally
- Ability to work on multiple projects, set priorities, and meet deadlines
- Knowledge/experience with sales tax software (such as Avalara, QuickBooks Online)
- Experience mentoring, training, coaching, and developing team members
- Experience resolving agency discrepancies and notices
What We Do
There are no small clients at Brady Martz. There are no unimportant questions. There are no unsolvable problems. Every one of our clients deserves to work with an experienced professional who understands their business and the industry in which it operates. Our Accounting, Auditing, Tax, and Consulting Services blend professionalism with expertise. The people of Brady Martz are actively engaged in helping our clients achieve their financial goals. We meet you face to face, then work with you every step of the way. You'll appreciate the peace of mind that comes from knowing your accountant personally, and knowing that your accountant is an experienced professional who will be with you during your journey to success, year after year. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA (finra.org), SIPC (sipc.org). Insurance services offered through licensed agents of Avantax Planning Partners. The Avantax entities are independent of and unrelated to Brady Martz & Associates. Please visit www.avantax.com/social_policy for more information.








