Sr. Tax Analyst, Indirect

Job Summary

The Senior Tax Analyst, Indirect Tax will work with the Senior Tax Manager as well as the Group Tax Director to assist in the preparation of the Indirect Tax compliance process which includes Sales & Use Taxes, Abandoned Unclaimed Property Taxes, Canadian VAT, Personal Property Taxes, and various other tax types for TAH and its subsidiaries. S/he will manage tax audits conducted by multiple taxing jurisdictions and will keep current on the tax laws of the medical device industry for multiple taxing jurisdictions to maintain the  product taxability matrix, products purchased taxability matrix, and customers’ exemption/resale certificates. This individual will assist in maintaining corporate wide policies and procedures to ensure that TAH and its subsidiaries remain in compliance with multiple taxing jurisdictions for various tax types.

Job Details/Responsibilities

1.    Policy and Procedure:
o    Work with all operating companies to establish written procedures and best practices for proper handling of various taxes covering areas, such as reporting
o    Work with internal audit to establish internal control documentation and recommending testing protocols
2.    Compliance:
o    Preparation of Sales and Use Tax Returns and Abandoned Unclaimed Property Tax Returns
o    Preparation of Canadian VAT Returns
o    Preparation of Puerto Rico Tax Returns
o    Assist all operating companies in ensuring proper filing jurisdictions (Nexus)
o    Research to properly classify new products and products purchased
o    Work directly with A/R, A/P, and BU Controllers on proper tax status of customers’ purchases, taxability of company purchases, and other direct marketing products, such as samples
o    Determination of purchases and goods movement subject to Consumer’s Use Tax
o    Maintain process for updating jurisdictional exemption/resale certificates to stay in compliance
o    Assist with SAP Implementation

Job Responsibilities (continued)

3.    Systems:
o    Assist to document and maintain procedures 
4.    Advice on Taxes:
o    Assist in Sales & Use Tax matters to ensure compliance
-includes researching sales and use tax nexus
-tax status of products sold
-use tax filing requirements on products purchased and distribution of collateral/samples
o    Prepare and maintain documentation to summarize research, position taken and/or decisions made
5.    Audits:
o    Assist state and local audits
o    Assist in reverse audits
o    Maintain appropriate documentation for audits
6. Support the Senior Tax Manager and Director of Tax as required on all Indirect Tax matters
7. Assist the Senior Tax Manager to keep the Director of Tax informed of all Indirect Tax exposures, savings, and opportunities
8. Assist in dealing with customers on sales tax refund claims and other customer related issues
9. Other duties as assigned.

Knowledge, Skills and Abilities (KSA)

• Excellent written and oral communication skills

• Interpersonal skills to partner with accounting managers and staff within Group Companies and secure cooperation
• Ability to establish relationships and work in a matrix organization is critical

• Ability to multitask

• Ability to work independently with limited supervision
• Flexibility to work overtime when needed to complete special projects, audits, and compliance if needed

Qualifications/ Background Experiences

• Bachelor;s in Finance or Accounting or equivalent combination of education and background experiences
• Tax Professional with minimum 6 years sales and use tax experience
• Must be proficient in Microsoft Excel and Outlook
• Experience with SAP S4/HANA ERP System is strongly preferred
• Familiarity with OneSource Global Tax Software is preferred
• Familiarity with a tax research software, such as BNA and CCH preferred