The Indirect Tax Projects & Planning Manager , will lead all indirect tax-related activities associated with, however not limited to , P rocess I mprovement and Efficiencies within Indirect Tax , Compliance, Resale / Exemption Certificates, Reconciliations, SoX , and Audits.
Reporting to the Senior Tax Manager, Indirect Tax the Indirect Tax Projects & Planning Manager will be a critical member of the Corporate Tax team , ensuring all special projects associated with indirect tax are met with accuracy and on time. This individual will be responsible for accurate and timely filings of S ales and U se tax, P roperty T ax, U nclaimed P roperty, and Registrations for all North American legal entities.
Essential Functions (not limited to) :
Special Projects : Involved in analyzing potential tax implications structures transactions for tax efficiency, and participate in advising on post-merger integration from an indirect tax perspective; identifying opportunities to minimize indirect tax liabilities
Process Improvement: Contribute to review current processes and exploring alternative approaches; Assist in streamlining indirect tax processes ; conduct reviews of existing indirect tax compliance processes to identify areas for improvement and ensure adherence to best practices
Compliance : Collaborate with others, with focus on the preparation of sales and use tax returns for both the US and Canada ; Gather reports from multiple systems and multiple areas of the company, validate , a nalyze, prepare returns, and remit payments before the filing deadlines
Resale/Exemption certificates : D iscuss, request and properly maintain documentation for exempting customers
Self-Assessment Process : Maintain self-assessment process , ensuring that self-assessed tax or consumers use tax flows through the return remittance process
Reconciliations : Perform reconciliations of sales tax and property tax accounts ; Verify accuracy of the general ledger indirect tax accrual accounts and be able to assist Senior Manager in documenting and validating reconciled items
Audits : Assist in coordinating state indirect tax audits, gather audit information, prepare and review responses to state audit inquiries and communicate audit status and result
Research : Research various tax issues and being able to communicate results and provide recommendations when necessary
Tax Technology : U pdate and access tax matrices and reporting within the indirect tax software being used
Sox Controls : G ather information from system and validate tax collected v erses remitted and tax rates and matrices are up to date ; also include s all other pertinent information within the systems are up to date and being calculated correctly
Qualifications & Job Requirements:
Bachelor's Degree in related field
5+ years of experience with 2+ years leading, influencing, and collaborating cross functionally
Must maintain a strong understanding of latest tax laws and regulations
Ability to articulate clearly, concisely, and error-free
Excellent presentation skills with ability to tailor content to appropriate audience
Strong active listening skills to effectively communicate with colleagues and internal external partners
Preferred Qualifications:
CPA
Master's Degree in related field
SaaS Industry
Experience with indirect tax software such as Vertex, Avalara, and Thomson Reuters (OneSource)
Base Salary Ranges: $110,000 - $130,000
CDK Global is committed to fair and equitable compensation practices. Compensation packages are based on several factors, including but not limited to skills, experience, certifications, and work location. The total compensation package for this position may also include annual performance bonus, benefits and/or other applicable incentive compensation plans.We offer Medical, dental, and vision benefits in addition to:
Paid Time Off (PTO)
401K Matching Program
Tuition Reimbursement
At CDK, we believe inclusion and diversity are essential in inspiring meaningful connections to our people, customers and communities. We are open, curious and encourage different views, so that everyone can be their best selves and make an impact.
CDK is an Equal Opportunity Employer committed to creating an inclusive workforce where everyone is valued. Qualified applicants will receive consideration for employment without regard to race, color, creed, ancestry, national origin, gender, sexual orientation, gender identity, gender expression, marital status, creed or religion, age, disability (including pregnancy), results of genetic testing, service in the military, veteran status or any other category protected by law.
Applicants for employment in the US must be authorized to work in the US. CDK may offer employer visa sponsorship to applicants.
