What You’ll Do:

Compliance & Filing: Oversee the end-to-end preparation, review, and timely filing of monthly, quarterly, and annual domestic sales & use tax and international VAT/GST returns, business licenses and property tax filings.

System Optimization & Support: Serve as the internal contact for tax software configurations; proactively maintaining and refining indirect tax calculation and reporting systems to provide seamless, automated workflows for the organization. 

Nexus Tracking: Monitor and analyze domestic and international tax laws regarding digital goods, SaaS, and economic nexus to ensure proactive compliance as HighLevel expands.

Audit Defense: Support the team through indirect tax audits by efficiently managing IDRs and partnering with leadership to advocate for and defend established tax positions.

General Ledger Reconciliation: Prepare and review monthly tax accruals and perform balance sheet reconciliations for indirect tax accounts within NetSuite.

Exemption Certificate Management: Oversee the collection, validation, and maintenance of customer tax exemption certificates.

Cross-Functional Advisory: Partner with Engineering, Product, Billing and Legal teams to evaluate the taxability of new product rollouts, software features, and bundle offerings.

What You’ll Bring :

Experience: 5 years of progressive experience in indirect tax (Sales & Use, VAT, GST), preferably with a mix of public accounting and corporate experience.

SaaS Industry Expertise: Strong familiarity with software-as-a-service (SaaS) taxability rules, digital products, and sourcing rules.

Tech Stack Mastery: Experience managing tax calculations and reporting within tax software systems and NetSuite ERP.  Knowledge of Stripe Tax is a plus.

Analytical Muscle and AI-Enabled Process Improvement: Advanced Excel skills (pivots, VLOOKUPs, data manipulation) and the ability to handle massive, high-volume transactional datasets. Identify and spearhead opportunities to leverage AI-based tools to streamline and automate processes and surface insights, helping unlock team capacity for high-impact analysis.

Education: Bachelor’s degree in Accounting, Finance, or a related field. CPA designation or Master of Taxation degree is a major plus.

Agility & Growth Mindset: Ability to pivot quickly when priorities change and navigate fast organizational growth as an exciting challenge rather than a roadblock.

Data-Driven Problem Solving: Proven track record of digging into data to not only identify tax issues but actively propose and execute automated solutions.

Clear & Cross-Functional Communication: Skilled at translating complex tax regulations into plain English for non-finance stakeholders, alongside strong documentation skills for future reference and audit support.