Senior Tax & Compliance Analyst - VCS

Listing expiry: 23 October 2026

About the role

Role Overview

The Senior Analyst in Voluntary Compliance Services supports U.S. Sales and Use tax compliance across multiple jurisdictions and complex client engagements. The role covers historical transaction analysis, reconciliation, preparation of historical tax returns and voluntary disclosure submissions, client and tax-authority communication, quality assurance, and AI-enabled process improvements. The position also provides technical guidance and mentorship to junior analysts.

Key Responsibilities

• Prepare, process, analyse, and quality-check historical Sales and Use tax data, returns prepared for filing, custom pSTRA materials, Tax Summary Reports, and voluntary compliance spreadsheets across multiple periods and jurisdictions.
• Reconcile client transaction data, prior filings, and proposed disclosure returns, investigate variances, update transaction data where required, and maintain clear audit trails.
• Act as a senior point of contact for customers and project managers and liaise with state taxing authorities regarding voluntary disclosure and amnesty programmes.
• Respond to critical client escalations and compliance inquiries relating to voluntary disclosures, historical returns, notices, and tax exposure.
• Validate and transform historical transaction data, apply nexus-related analysis, and prepare accurate returns and disclosures for filing.
• Use AI-supported research, pattern recognition, tracking, and summarisation tools to improve document retrieval, reporting, and operational efficiency.
• Standardise weekly reporting on VCS status, nexus, risk, and exposure using AI-enabled tools.
• Implement at least one scalable AI-enabled workflow improvement within the first six months and measure its productivity or quality impact.
• Manage relationships with customers, project managers, state taxing authorities, and internal and external partners throughout the voluntary compliance lifecycle.
• Mentor junior analysts on case handling, nexus and exposure analysis, documentation, client communications, and responsible AI usage.
• Maintain and improve standard operating procedures covering data intake, nexus validation, reconciliation, return preparation, disclosure submissions, notice handling, and project closeout.
• Support customer account managers and Sales teams with scoping questions, client calls, and data-backed delivery assessments.
• Share AI workflows, prompts, validation practices, and process improvements to strengthen team-wide capabilities.

Qualifications & Experience

• Bachelor's degree in Commerce, Accounting, Taxation, Finance, or a related field, or an MBA in Finance.
• Three to four-plus years of U.S. indirect tax or Sales and Use tax compliance experience, ideally including voluntary disclosure, amnesty, or remediation programmes.
• Experience managing multi-jurisdiction tax-return portfolios and compliance escalations, including notices, penalty and interest issues, and nexus questions.
• Advanced Microsoft Excel skills, including complex formulas, pivot tables, macros or VBA, and handling large datasets.
• Experience working with complex historical transaction data to prepare accurate disclosures and historical returns ready for filing.
• Demonstrated ability to use AI tools to improve operational speed, quality, or scale in data analysis, documentation, or reporting.
• Strong written and verbal communication skills, including explaining historical tax, nexus, and exposure issues clearly to clients, project managers, and state tax authorities.
• Ability to apply professional judgment and validate AI-assisted outputs in taxability assessments, nexus determinations, exposure estimates, and final return values.

Additional Details

• The role expects a sustained preparation accuracy of at least 99% and 98–100% on-time performance against agreed service-level agreements.
• Target improvements include a 15–25% reduction in document and data retrieval turnaround time through AI-enabled research, tracking, and templated requests.
• Within 12 months, the analyst is expected to demonstrate measurable reductions in rework, improved workflow productivity, and adoption of documented AI and process best practices.
• AI usage is expected to produce measurable operational improvements and follow responsible validation practices; casual or convenience-based usage does not meet the stated standard.
• The position is described as an individual-contributor role with expectations for mentoring junior analysts and handling complex cases independently.
• The source describes compensation and benefits that may include paid time off, paid parental leave, bonuses for eligible employees, and health and wellness benefits, which vary by location.