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Key Responsibilities and Required Skills for E-Tax Analyst

💰 $75,000 - $115,000

FinanceAccountingTaxTechnologyData Analysis

🎯 Role Definition

As an E-Tax Analyst, you will be a key contributor to our global tax function's digital transformation. This role is the critical bridge between the Tax, Finance, and IT departments, ensuring our systems and processes are robust, compliant, and efficient. You will be instrumental in managing our tax technology stack, from e-invoicing and digital reporting to tax determination and compliance automation. This role requires a proactive problem-solver who is passionate about leveraging technology to solve complex tax challenges and drive continuous improvement in a fast-paced, international environment.

📈 Career Progression

Typical Career Path

Entry Point From:

  • Tax Associate / Staff Accountant
  • IT Business Analyst (with a finance/tax focus)
  • Financial Systems Analyst

Advancement To:

  • Senior E-Tax Analyst
  • Tax Technology Manager
  • Indirect Tax Manager

Lateral Moves:

  • Data Analyst (Finance/Tax)
  • ERP Functional Consultant (FICO/Tax)

Core Responsibilities

Primary Functions

  • Manage the end-to-end e-invoicing and digital reporting processes, ensuring timely and accurate submission to government platforms in compliance with global mandates (e.g., CFDI, SII, SAF-T).
  • Monitor, reconcile, and analyze large volumes of transactional data from various ERP systems (SAP, Oracle) to ensure completeness and accuracy for indirect tax determination and reporting.
  • Serve as a subject matter expert and primary point of contact for troubleshooting and resolving issues related to the tax determination engine (e.g., Thomson Reuters ONESOURCE, Vertex, Avalara).
  • Configure, test, and maintain tax rules, rates, and exemption certificate data within the tax engine and connected financial systems to ensure precise tax calculations.
  • Collaborate with IT and business stakeholders to define requirements, perform user acceptance testing (UAT), and support the implementation of new tax technology solutions and system upgrades.
  • Stay current with evolving global e-tax regulations and digital compliance requirements, assessing their impact on the company's systems and processes and recommending necessary changes.
  • Develop and maintain complex data models and custom reports using tools like SQL, Alteryx, or Power BI to support indirect tax compliance, audit defense, and strategic planning.
  • Assist in the preparation and review of indirect tax returns (VAT, GST, Sales & Use Tax) generated from tax automation software, ensuring data integrity and compliance.
  • Support internal and external tax audits by providing detailed data extracts, system documentation, and clear explanations of tax calculation logic and reporting workflows.
  • Document and continuously improve standard operating procedures (SOPs) for all e-tax processes, system configurations, and internal controls to ensure consistency and knowledge retention.
  • Analyze and resolve tax-related data discrepancies and transactional exceptions, performing root cause analysis and implementing corrective actions to prevent future occurrences.
  • Lead or participate in tax technology projects, including requirements gathering, solution design, testing, and providing post-implementation support to ensure project success.
  • Translate complex tax law and regulations into clear, actionable functional and technical specifications for system configuration and development by the IT team.
  • Manage user access, security roles, and permissions for various tax applications, ensuring adherence to internal control policies and data privacy standards.
  • Perform detailed variance analysis on tax accruals and payments, investigating significant fluctuations and presenting findings and recommendations to tax leadership.

Secondary Functions

  • Support ad-hoc data requests and perform exploratory data analysis to uncover insights and support strategic tax initiatives.
  • Contribute to the development and execution of the organization's long-term tax technology strategy and roadmap.
  • Collaborate with various business units, including Sales, Procurement, and Logistics, to translate their data needs into clear requirements for the tax technology team.
  • Participate actively in sprint planning, daily stand-ups, and other agile ceremonies within the tax and IT teams to drive project velocity.
  • Provide training and create support materials for business users on tax-related systems and processes to promote self-service and operational efficiency.
  • Liaise with external software vendors and implementation partners to manage support tickets, escalate critical issues, and stay informed about upcoming system enhancements.
  • Develop and monitor key performance indicators (KPIs) and build dashboards to track the effectiveness and efficiency of tax technology and compliance processes.

Required Skills & Competencies

Hard Skills (Technical)

  • Deep proficiency with tax determination engines and compliance software (e.g., Vertex, Thomson Reuters ONESOURCE, Avalara, Sovos).
  • Hands-on experience with major ERP systems (SAP S/4HANA, Oracle Fusion/EBS, NetSuite), specifically their finance and tax-related modules.
  • Advanced Microsoft Excel skills, including complex formulas, PivotTables, Power Query, and data modeling.
  • Strong practical experience writing and executing queries in SQL for data extraction, transformation, and analysis.
  • Proven ability to use data analytics and visualization tools such as Alteryx, Power BI, or Tableau to create reports and dashboards.
  • In-depth knowledge of global e-invoicing, e-reporting standards (e.g., SAF-T, SII, Peppol), and real-time reporting requirements.
  • Experience managing exemption certificate data and systems (e.g., CertCapture).
  • Solid understanding of indirect tax principles, including Value Added Tax (VAT), Goods and Services Tax (GST), and U.S. Sales & Use Tax.
  • Experience participating in the full lifecycle of system implementation projects, from requirements gathering and design to user acceptance testing (UAT).
  • Ability to read, interpret, and translate technical specifications and system architecture documents into business process impacts.

Soft Skills

  • Exceptional analytical and critical thinking skills with a meticulous attention to detail.
  • Superior communication and interpersonal skills, with the ability to articulate complex technical and tax concepts to diverse, non-technical audiences.
  • Strong project management and organizational abilities, capable of managing multiple competing priorities in a deadline-driven environment.
  • A highly collaborative mindset with a proven track record of working effectively in cross-functional teams (Tax, IT, Finance, Operations).
  • Proactive, intellectually curious, and self-motivated with a strong sense of ownership and accountability for results.
  • Unquestionable integrity and a firm commitment to accuracy, compliance, and ethical conduct.

Education & Experience

Educational Background

Minimum Education:

  • Bachelor's Degree

Preferred Education:

  • Master's Degree in Taxation, Accounting, or Management Information Systems (MIS)

Relevant Fields of Study:

  • Accounting
  • Finance
  • Information Systems
  • Taxation

Experience Requirements

Typical Experience Range:

  • 3-5 years of relevant experience in a tax technology, corporate tax, or public accounting role with a technology focus.

Preferred:

  • Experience in a large, multinational corporation or a Big 4 accounting firm's tax technology practice is highly desirable.
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