Tax Manager
- Thousand Oaks, CA
- Permanent
- Full-time
We are seeking an experienced and detail-oriented Indirect Tax Project Analyst to support the design, onboarding, and testing of indirect tax systems as part of a broader finance transformation initiative. This role combines project coordination responsibilities with functional tax expertise, serving as a key contributor in the implementation and validation of indirect tax technology solutions.
Candidate brings hands-on indirect tax knowledge, particularly around VAT, GST, and sales/use tax, with an understanding of how these requirements flow through ERP and tax engines. Experience with Vertex and/or SAP Document and Reporting Compliance (DRC) is highly desirable.Responsibilities:
- Indirect Tax System Implementation & Testing
- Support the onboarding and configuration validation of indirect tax systems (Vertex/DRC) and determination logic across regions and business units.
- Collaborate with tax, IT, and third-party integrators to review requirements, data mappings, and jurisdictional logic.
- Execute and document test cases for indirect tax system functionality (e.g., rate accuracy*** invoice treatment, exception handling).
- Assist with user acceptance testing (UAT), regression testing, and post-go-live validations.
- Project Management & Coordination
- Coordinate timelines, testing schedules, and issue logs related to the indirect tax workstream within a broader transformation program.
- Track cross-functional tasks related to Indirect Tax and dependencies involving Tax, IT, Finance, and external consultants.
- Provide regular updates to the project team and PMO on progress, blockers, and key decisions.
- Ensure that test results, defects, and remediations are properly logged and communicated to stakeholders.
- Tax Process Support & Documentation
- Assist in defining and documenting indirect tax processes, controls, and integration points with finance and supply chain systems.
- Contribute to the creation of SOPs, training materials, and knowledge transfer content for business users.
- Identify improvement opportunities in indirect tax data flows, invoice processing, and reporting compliance workflows.
- Stakeholder Collaboration
- Serve as a liaison between the indirect tax function and technical teams during solution design and deployment.
- Participate in vendor discussions and configuration reviews to validate alignment with global tax requirements.
- Support change management activities and help ensure stakeholder readiness during system rollouts.
- 3–5+ years of experience in indirect tax, with exposure to global VAT/GST or U.S. sales/use tax.
- Working knowledge of indirect tax determination in ERP systems (e.g., SAP, Oracle).
- Experience supporting or participating in tax system implementations or large finance transformation programs.
- Familiarity with tax compliance processes and audit readiness in a corporate environment.
- Strong organizational skills with attention to detail and a project-oriented mindset.
- Experience with Vertex O Series or other tax engine platforms.
- Exposure to SAP DRC (Document and Reporting Compliance) or similar indirect tax reporting tools.
- Knowledge of e-invoicing, real-time reporting, and digital compliance frameworks.
- PMP, CAPM, or other project management certification is a plus.
- Indirect Tax Expertise – Strong background in VAT (Value Added Tax), Client, GST; hands-on compliance/consulting experience.
- Large Company / Advisory Background – Must have worked in or advised large corporations, not just small/local businesses.
- Strong project management skills are desirable, with Scrum Master certification and familiarity with project management software viewed as a plus.
- Contractor Experience Should have prior experience working as a contractor and be comfortable in that environment.
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