CLA (CliftonLarsonAllen)

Senior Indirect Tax Analyst – Tax Technology, Automation & Indirect Tax Compliance

CLA (CliftonLarsonAllen)

full-time

Posted on:

Location Type: Office

Location: MinneapolisMinnesotaMontanaUnited States

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Salary

💰 $71,800 - $124,000 per year

Job Level

Tech Stack

About the role

  • Serve as subject matter expert for Vertex O Series (U.S.) and Vertex Certificate Center, ensuring accurate and compliant indirect tax determination across enterprise systems.
  • Administer and maintain Vertex tax rules, mappings, and content updates, partnering with Indirect Tax on requirements, testing, and deployment.
  • Own functional support of the Vertex O Series / Workday integration, troubleshooting tax process and data flow issues with Finance Innovation and IT.
  • Analyze and resolve tax issues in collaboration with Accounts Payable and Central Billing.
  • Perform and review monthly indirect tax reconciliations between Vertex O Series and the Workday trial balance, investigating / resolving variances and processing JE tax adjustments.
  • Assess indirect tax law changes for system impact and coordinate timely configuration updates and testing in Vertex O Series.
  • Support tax audits, tax compliance, system controls, and automation initiatives by providing technical documentation, data extracts, and system expertise.
  • Provide tax systems support for IT led projects, including Vertex O Series configuration, tax requirements, and coordinated ERP testing.
  • Apply end to end knowledge of indirect tax processes to help improve tax data management, controls, and process efficiencies using Alteryx.
  • Monitor high risk and high dollar transactions to proactively identify systemic tax, configuration, or data integrity issues.
  • Manage exemption certificate workflows within Vertex Certificate Center, including validation, loading, and issue resolution.
  • Produce and analyze Vertex and Workday tax reports supporting monthly, quarterly, and annual indirect tax return filings.
  • Assist Indirect Tax as requested with sale/use tax compliance as well as other indirect tax types.

Requirements

  • Minimum of 3 years relevant experience required
  • U.S. indirect tax experience preferred
  • Bachelor's Degree is required
  • Combination of relevant experience, education, and training may be accepted in lieu of degree
  • Bachelor’s Degree in Accounting, Finance, Information Technology or a related field preferred
  • CPA or CM I preferred
  • Tax software vendor certified preferred
  • Proficiency with Microsoft Office products (Word, Excel, Outlook, etc.)
  • Proficiency with Vertex O Series, Vertex Certificate Center, Vertex Returns, and Workday preferred
  • Experience with tools like Copilot and Alteryx
  • Strong understanding of federal, state, and local tax laws
  • Proven experience with maintaining indirect tax systems
  • Excellent analytical and problem-solving skills
  • Strong communication and interpersonal skills
  • Attention to detail and high level of accuracy.
Benefits
  • Flexible PTO (designed to offer flexible time away for you!)
  • Up to 12 weeks paid parental leave
  • Paid Volunteer Time Off
  • Mental health coverage
  • Quarterly Wellness stipend
  • Fertility benefits
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
indirect tax determinationtax reconciliationstax process troubleshootingtax compliancetax data managementtax reportingtax adjustmentssystem configurationdata integritytax audits
Soft Skills
analytical skillsproblem-solving skillscommunication skillsinterpersonal skillsattention to detail
Certifications
CPACM ITax software vendor certification