What Does An Indirect Tax Manager Do?

WHAT DOES AN INDIRECT TAX MANAGER DO?

Published: Sep 8, 2025 - The Indirect Tax Manager oversees compliance with sales, use, and property tax regulations, including managing audits, filing appeals, preparing tax filings, and ensuring accurate reporting of indirect tax-related transactions. This role involves developing and maintaining tax policies, monitoring regulatory changes, implementing tax systems and processes, and advising business units on the tax implications of contracts, acquisitions, and product/service offerings. The Manager also collaborates cross-functionally with Finance, Operations, and Legal teams to ensure accurate tax treatment, mitigate risk, and support strategic business decisions.

A Review of Professional Skills and Functions for Indirect Tax Manager

1. Indirect Tax Manager Key Accountabilities

Tax Compliance: Lead all sales and local tax compliance activities, including the implementation and maintenance of best practices.
Staff Management: Manage tax staff.
Tax Filing: Ensure timely filing of all state and local sales and use, personal property tax, and various other excise tax filings.
Audit Participation: Participate in all sales and use tax audits.
Dispute Resolution: Review and respond to customer tax disputes.
Journal Entries: Prepare journal entries for the monthly close process.
Account Reconciliation: Prepare monthly general ledger account reconciliations and track the reasonableness of account balances.
Documentation: Prepare internal memoranda, written correspondence, guidance, and other documents for internal or external use.
Process Improvement: Contribute to process improvement and transformation projects, enhance controls, coordinate support for tax audits, and work closely with key contacts across locations.
Team Development: Support management by helping to organize and develop the non-profit tax team from both people and workload perspectives.

2. Indirect Tax Manager General Responsibilities

Migration Strategies: Identify and execute migration strategies that contribute to partner success and retention.
Project Management: Schedule, implement, and manage projects involving multi-session migration workflows, ensuring partners complete each phase on time toward overall completion.
Issue Resolution: Identify, prioritize, and resolve partner post-migration issues and concerns, coordinating with other departments.
Cross-Functional Collaboration: Participate in cross-functional teams to address challenges and identify opportunities to improve partner migration experiences.
Account Tracking: Identify and track partner accounts that are ready to migrate.
Tax Automation: Coordinate the tax automation migration process to enable partners to transition from the legacy taxation platform.
Stakeholder Representation: Ensure the best interests of both partners and the organization are fairly and objectively represented.
Process Improvement: Identify and implement improvements to processes, documents, tools, and reports.
External Liaison: Liaise with tax authorities, external advisers, and auditors.
Team Management: Manage and support team members with line management responsibility.
Customer Support: Respond to customer sales and tax issues.

3. Indirect Tax Manager Role Purpose

Tax Compliance: Manage domestic indirect tax compliance, ensuring timely filing and payment.
Provider Oversight: Oversee external providers assisting with personal property tax compliance.
Audit Management: Manage sales and local tax audits by collaborating with internal business partners and service providers.
Business Partnership: Partner with internal business partners to consult on indirect tax law changes and new products, considering their impact on the company’s taxability system and related processes.
Consulting: Act as a consultant to the company’s independent store operators on indirect tax matters, including new law changes.
Financial Reporting: Prepare and review indirect tax accruals, journal entries, and account reconciliations for close.
Forecasting: Prepare indirect tax forecasts for the FP&A team.
Internal Controls: Adhere to and maintain SOX documentation for internal control purposes.
Process Development: Develop and deliver approaches to indirect tax processes and work products that meet or exceed internal expectations.
Legal Research: Perform legal research and analysis on various state and local indirect tax issues and draft memoranda.
Special Projects: Assist with ad hoc special projects.

4. Indirect Tax Manager Essential Functions

VAT Strategy: Develop the VAT strategy and determine how VAT will be managed going forward.
Advisory Support: Provide day-to-day advisory support to the business, ensuring compliance with all VAT legislation and involvement in other indirect taxes.
Subject Expertise: Act as the business expert and primary contact for all VAT topics.
Legislation Compliance: Lead projects to ensure compliance with changing legislation, such as digital tax initiatives.
Process Improvement: Drive process improvements and implement change.
VAT Accounting: Ensure all VAT accounting processes are compliant, identifying, managing, and mitigating risks and opportunities.
Governance: Ensure good governance and implement robust controls.
Tax Support: Assist the Tax Director on a range of topics and provide advice on business projects and initiatives.
Training: Provide VAT training to relevant stakeholders.
Legislative Awareness: Stay up to date with legislative changes that impact the business.
Relationship Building: Build relationships, raise the profile of the tax function, and represent it across the organization.

5. In-House Indirect Tax Manager Additional Details

VAT Compliance: Manage VAT return compliance across multiple jurisdictions.
Return Review: Review VAT returns prepared by the indirect tax compliance team.
Product Setup: Review product liability and set up in the accounting system.
Data Review: Assist with reviewing customer and supplier setup.
Process Improvement: Identify and implement continuous improvements in processes and controls.
Tax Authority Liaison: Manage tax authority relationships and respond to audits.
Advisor Management: Manage external advisors who support local filings.
Acquisition Integration: Oversee the integration of new acquisitions from a VAT compliance perspective.
Legislation Compliance: Implement required changes due to evolving indirect tax legislation across multiple jurisdictions.
Training: Provide training to other areas of the business to educate them on correct indirect tax treatment and reduce processing errors.
Team Management: Manage and develop direct reports to create a positive and effective working environment.

6. Indirect Tax Manager Roles

VAT Compliance: Review and submit VAT returns together with other VAT compliance-related matters (e.g., Intrastats, EC Sales Lists) in a timely and accurate manner.
VAT Accounting: Collaborate with the business and financial operations group to ensure proper VAT accounting on purchases and sales.
Advisory Leadership: Lead the VAT Advisory function and act as Business Partner to Legal, Finance, Procurement, and Supply Chain.
Data Quality: Pursue a data quality culture of the right source and minimal corrections.
Process Improvement: Bring an analytical mindset to current processes and drive forward continuous improvement.
Automation: Work closely with Finance Engineers to improve automation of VAT reporting and drive the transition of VAT reporting to a tax engine.
Query Management: Manage the VAT inbox and tickets supporting suppliers and internal teams in relation to VAT and compliance queries.
Audit Participation: Participate in VAT audits and liaise with external auditors.
Regulatory Awareness: Stay abreast of regulatory changes in all jurisdictions of operation.
Team Management: Manage and develop direct reports.

7. Indirect Tax Manager Tasks

Advisory Support: Advise and support Heads of Underwriting Department and their teams on any indirect tax-related matters.
Decision Support: Provide decision support on indirect tax implications of any new acquisition or structural changes, involving external advisors.
IPT Monitoring: Monitor and advise the business on the implications of any IPT changes.
IPT Compliance: Act as the point of contact for the review of the IPT returns in the International division.
IPT Enquiries: Manage any IPT enquiries from tax authorities relating to operations.
Account Reconciliation: Review the Indirect Tax Balance Sheet account reconciliations.
VAT Strategy: Review and monitor the International Division VAT strategy in light of any legislative or case law changes.
VAT Enquiries: Respond to VAT enquiries from the business.
VAT Compliance: Oversee the VAT compliance work of the International Division.
Return Review: Conduct in-depth reviews of the VAT returns.
VAT Reconciliation: Review the VAT Balance Sheet account reconciliations.
Tax Authority Liaison: Manage correspondence with tax authorities.

8. Indirect Tax Manager Details and Accountabilities

Return Review: Review indirect tax returns, including sales, use, and gross receipts.
License Management: Review business license applications and renewals.
Timely Filing: Ensure timely and accurate filings to minimize assessments.
Tax Research: Research indirect taxes and fees.
Process Improvement: Develop, improve, and streamline processes and procedures for indirect tax return compliance.
Financial Analysis: Analyze GL, reconciliations, and tax reports to ensure accurate reporting of taxes.
Data Reconciliation: Reconcile data between systems to ensure integrity and accuracy.
System Monitoring: Monitor the sales tax system to ensure correct rates and tax rules are applied.
Staff Management: Manage, support, and develop tax staff.
SAP Expertise: Apply SAP knowledge and analytical skills with strong problem-solving abilities and creative resolution skills to resolve issue logs.

9. Indirect Tax Manager Overview

VAT Management: Manage VAT costs and risks across the region, with a particular focus on VAT.
Compliance: Ensure full compliance with all applicable VAT laws.
Audit Management: Help manage VAT audits and controversies across the region.
Cost Management: Work closely with the Cost Management Team to ensure that irrecoverable VAT is correctly budgeted for and monitor current provisions to ensure adequacy.
Team Coordination: Manage day-to-day relationships with the VAT compliance team.
Process Improvement: Drive improvements and efficiencies in VAT processes and reporting.
Industry Representation: Represent the business on industry bodies.
Project Work: Undertake ad hoc project work.
Tax Support: Assist the Deputy Head of Tax with other tax compliance and controversy issues as they arise.
Advisor Liaison: Liaise with external advisors to address non-local tax filings and enquiries, and understand key risks.
Collaboration: Collaborate with other internal teams to ensure compliance is carried out to an appropriate standard, for example, Financial Transaction Tax.

10. Indirect Tax Manager Job Description

Service Provider Management: Manage the relationship with external service providers.
VAT Compliance: Own the completion of all international region VAT returns, including providing relevant information to the service provider and verifying the draft returns before submission.
VAT Payments: Ensure all VAT payments are made on a timely basis for all jurisdictions.
Account Reconciliation: Prepare and reconcile all VAT control accounts in accordance with SOX internal control requirements within the Trintech reconciliation system.
Audit Support: Respond promptly to any ad-hoc requests for statistical or audit data from external authorities or auditors.
Control Implementation: Assist with the ongoing design and implementation of key controls for the accounting function.
CIT Payments: Ensure all CIT payments are made on a timely basis for all jurisdictions.
Advisor Liaison: Manage the relationship with external service providers such as Deloitte for tax compliance.
Project Participation: Participate in other ad-hoc accounting projects.
Stakeholder Collaboration: Build a partnership of trust and open communication between the International Accounting team, European management, and US corporate stakeholders.

11. Indirect Tax Manager Functions

Team Management: Manage team in the timely completion, filing, and payment of monthly Sales and Use Tax returns, annual reports, business licenses, and other indirect tax compliance filings.
Workpaper Review: Review workpapers from the team, inclusive of journal entries, tax payments, data submissions, reconciliations, and tax filings.
Reconciliation Oversight: Review supporting journal entries and general ledger account reconciliations from the team and ensure reconciling items are documented and resolved promptly.
Holiday Compliance: Coordinate all tax-free holiday activities between tax and operations to ensure compliance with state requirements.
Audit Management: Manage sales tax audits with third-party advisors, including requests for data, preparation of schedules, gathering work papers, and other supporting documentation.
Advisor Oversight: Manage third-party advisors in the reporting and filing of Property Tax and oversee remittance/billing payments.
Authority Correspondence: Oversee the handling of correspondence from taxing authorities and ensure responses are timely.
POS Taxation: Ensure accurate POS taxation for stores and work with both Tax and Business teams to ensure an accurate audit trail is maintained and readily accessible.
Variance Identification: Identify sales tax variances and work with IT and Accounting systems on system corrections.
Tax Research: Research and stay current on changes to tax laws and other compliance-related requirements.
Issue Resolution: Research and resolve indirect tax-related issues and inquiries, and provide timely responses.

12. Indirect Tax Manager Accountabilities

Tax Function Management: Take responsibility for the indirect tax function across multiple regions.
Filing Review: Review current tax filings to ensure compliance with applicable jurisdictional laws.
Return Compliance: Ensure timely and accurate preparation, filing, and payment of required tax returns.
Audit Management: Manage audit coordination and defense, ensuring accurate and timely resolution.
System Maintenance: Maintain tax-related sub-systems and ensure configurations support proper reporting and defense of return positions.
Exemption Certificates: Manage the collection and maintenance of customer exemption certificates.
Contingency Analysis: Analyze potential contingencies and maintain supporting documentation.
SOX Compliance: Maintain limited Sarbanes-Oxley documentation and oversee required testing.
Tax Strategy: Identify and implement tax strategies to minimize payments and maximize refunds.
Account Reconciliation: Prepare monthly indirect tax account reconciliations and resolve discrepancies when identified.
Dispute Resolution: Collaborate with Accounts Receivable to resolve customer disputes related to indirect tax.
Training: Deliver periodic Sales and Use Tax training for internal teams such as order management, accounts receivable, customer service, and procurement.
VAT/GST Reclaim: Assist with VAT and GST/HST reclaim processes to reduce cash flow impact.

13. Indirect Tax Manager Job Summary

Indirect Tax Leadership: Lead all aspects of indirect taxes, including state and local sales tax, VAT, and GST/HST.
Return Compliance: Ensure timely filing of global indirect tax returns, and analyze and reconcile sales tax receivable and liability accounts in a timely, accurate, and efficient manner.
Process Implementation: Facilitate the implementation of indirect tax processes and compliance with new revenue streams and products as they arise.
Acquisition Integration: Assist with the integration of acquisitions, including remediation of tax exposures and VDA applications.
Tax Research: Research and document the taxability of the company's product/service offerings and ensure treatments are understood and adopted appropriately.
Technical Resource: Serve as a technical resource, including review of select filings and forms, registrations and compliance in appropriate taxing jurisdictions, and the financial impact of new and proposed tax legislation.
Regulatory Monitoring: Monitor regulatory tax developments and tax law changes and ensure changes are implemented in a timely and accurate manner.
Audit Support: Support audits, including communication with the taxing authorities, management of the audit process, gathering internal and external data, documentation of issues, and resolution.
Risk and Opportunity Management: Identify potential opportunities and risks and concisely communicate these to leadership and key stakeholders.
Property Tax Support: Assist with property tax and other projects.

14. Indirect Tax Manager Responsibilities

Tax Compliance: Ensure full compliance of all indirect taxes, including sales and use, property taxes, and similar taxes.
Legislation Monitoring: Monitor, manage, and communicate the impact of changes in indirect tax legislation related to business activities, including eCommerce and telecommunications.
Acquisition Impact: Monitor, manage, and communicate the impact of newly acquired companies for business activities that differ from existing operations.
Authority Relations: Manage relationships with indirect tax authorities.
Tax Planning Support: Provide indirect tax support for tax planning projects and ensure company-wide efficiency and optimization initiatives are indirect tax neutral or accretive.
Audit Coordination: Coordinate, facilitate, and host internal and external tax reviews and audits.
Risk Management: Document and monitor indirect tax risk and compliance policies.
Advisory Limitation: Provide no tax advice directly or indirectly to particular customers or employees.
Specialist Resource: Operate at a group/enterprise-wide level and serve as a specialist resource to senior leaders and stakeholders.
Problem Solving: Apply expertise and think creatively to address unique or ambiguous situations and to find solutions to complex and non-routine problems.
Change Implementation: Implement changes in response to shifting trends.

15. Indirect Tax Manager Details

Return Management: Manage the preparation of all indirect tax returns, including reconciling the General Ledger to Vertex and the review of returns prepared by the outsource provider.
Agent Support: Provide support to the registered agent related to annual reports.
Return Filing: Prepare and file monthly Canadian GST/HST returns as well as quarterly Excise, Gross Receipts, and B&O returns.
Business Support: Support company initiatives and restructurings through business registrations and tax system integrations.
Legislation Monitoring: Monitor tax law changes and analyze the impact on the filing profile.
Nexus Review: Perform a semi-annual review of sales by legal entity to identify changes in nexus.
System Collaboration: Collaborate with the tax technology team to ensure systems are up to date with tax law/rate changes.
Legislation Review: Review new indirect tax legislation and advise on the implications, ensuring updates of ERP systems, manuals, and policies, and updating relevant stakeholders.
Internal Controls: Develop internal controls in the indirect tax area and ensure ongoing monitoring.
Audit Support: Assist the State & Local Indirect Tax Senior Manager with the management and collection of information for indirect tax audits.
Special Projects: Assist with special projects.

16. Indirect Tax Manager Duties

Compliance Oversight: Provide management and oversight for Indirect Tax compliance.
Team Development: Train, develop, and mentor Indirect Tax professionals.
Service Provider Management: Assist with managing external service providers on property tax compliance to ensure timely, accurate reporting and remittance.
Account Review: Perform Sales/Use Tax accounts review and reconciliation.
Tax Guidance: Provide relevant tax guidance to appropriate businesses/locations.
System Implementation: Assist with tax system implementations and automation of the compliance process.
Data Collaboration: Work closely with the Director of Indirect Tax and other groups to obtain required tax data and automate tax reporting processes and procedures.
Audit Management: Assist with managing indirect tax audits, negotiating favorable outcomes/settlements.
Strategic Collaboration: Collaborate with the strategic tax team to resolve audit queries, identify and resolve tax incidents, support advance pricing agreement reporting, and address tax queries from the business.
Awareness Building: Build awareness in the organization regarding indirect tax, e.g., by providing training to relevant stakeholders and establishing processes.

17. International Indirect Tax Manager Roles and Details

Tax Research: Research advanced international indirect tax issues while working with taxing authorities and outside advisers, as part of a tax team involved in support of business initiatives.
Planning Support: Assist with developing and evaluating planning opportunities, providing benefits to the company.
Implementation Planning: Assist with developing strategic and operational implementation work plans and measuring results against plans.
Strategy Execution: Assist with implementing agreed-upon indirect tax strategies and projects.
Program Management: Manage and coordinate tax requirements for existing and new program launches.
Tax Guidance: Manage tax positions by providing relevant tax guidance to appropriate businesses and build relationships and understanding with the business to ensure adherence.
Financial Review: Review financial data for proper application of tax laws and advise on the development and maintenance of accounting systems that provide tax information required to be reported.
Regulatory Awareness: Maintain and communicate knowledge of past, present, and potential future tax laws, regulations, rulings, procedures, and court decisions.
Relationship Management: Assist with managing relationships with outside tax consultants and regulatory authorities on an ongoing basis.
Controversy Management: Lead indirect tax controversy and policy matters, maintaining good relationships with tax authorities.

18. Indirect Tax Manager Responsibilities and Key Tasks

Business Understanding: Understand the transactions/products of the Markets' lines of business.
VAT Knowledge: Develop knowledge of other VAT regimes applicable to these transactions/products (both tax technical and practical).
Technology Support: Support the Indirect Tax Technology team in the advancement of the long-term VAT technology strategy in relation to the Markets business.
Training and Advisory: Advise/train internal stakeholders, for example, teams processing trading expenses.
Risk Communication: Communicate VAT risks succinctly and clearly to non-tax colleagues.
Compliance Review: Review tax compliance submissions.
Risk Escalation: Escalate risks internally within the team.
License Management: Manage business licenses/registrations, and distributor/representative licenses.
Notice Management: Monitor and analyze notices from various taxing authorities and coordinate the proper responses.
Collaboration: Work with external tax advisors, as well as partner internally with global Corporate Tax colleagues (including colleagues covering direct taxes) and non-tax colleagues (such as the Business, Legal, Finance, Operations, etc.).

19. Indirect Tax Manager Duties and Roles

Compliance Management: Lead the compliance processes, including timely and accurate reporting and payments for all indirect tax returns.
Business Support: Work with the Indirect Tax Senior Manager to support the many new business initiatives and associated change impacts from requirements through to successful implementation to ensure VAT compliance and accurate reporting.
Training: Undertake the preparation and delivery of VAT training to the wider business.
Process Improvement: Contribute to the continuous improvement of effective and efficient indirect tax processes and controls.
Risk Management: Support the management of indirect tax risks, identify cash savings opportunities, and lead initiatives to mitigate the risks or realise the opportunities.
Authority Liaison: Manage communication and queries from HMRC and other tax authorities, including building relationships with key contacts.
Data Management: Work with the Tax Transformation Lead, Fintech and Indirect Tax Team in identifying data risks and issues, and resolve data issues.
Collaboration: Collaborate with the Tax Transformation Lead and the broader Tax team to identify and implement improvements to VAT processes.
Automation: Deliver automation projects and ensure that VAT processes are up to date.
Audit Support: Support auditors by providing appropriate supporting documentation.

20. Indirect Tax Manager Roles and Responsibilities

Point of Contact: Serve as the main point of contact for all indirect tax matters.
Team Leadership: Lead a team of professional-level employees and manage the indirect tax compliance processes.
Tax Advisory: Assist with other tax-related issues such as Permanent Establishments, tax withholdings, tax language on customer contracts, cross-border transactions, importations, and tax law interpretations.
Return Preparation: Prepare and review indirect tax returns and accounting for indirect taxes.
Collaboration: Collaborate with outside tax consultants and other accounting personnel, both locally and internationally, on a variety of accounting processes, including audits and tax projects.
GAAP Reconciliation: Prepare and maintain local GAAP (statutory) to U.S. GAAP to tax reconciliations.
Budgeting: Prepare the annual tax compliance fee budget and tax-related reports (cash tax projection, tax depreciation estimates, etc.).
Compliance Oversight: Ensure all returns, payments, reconciliations, assessments, and notices are timely addressed.
Account Reconciliation: Reconcile the general ledger (GL) accounts related to indirect taxes (payable and receivable) in Blackline, including tracking favorable balances.
Audit Coordination: Coordinate tax audits, including advocacy of the company’s international tax positions with governmental entities.
Intercompany Transactions: Compute and review intercompany transactions and provide intercompany documentation for entities in the region.
Project Leadership: Participate in and lead ad-hoc tax-driven initiatives.

21. Indirect Tax Manager Key Accountabilities

Compliance Management: Drive the completion of key indirect tax compliance activities in the region.
Master Data Management: Maintain regional tax master data, including tax rates and Accounts Payable tax codes, to ensure optimization of the indirect tax process.
Business Collaboration: Collaborate with regional business leaders on matters impacting VAT/Sales and Use Tax to review processes in place and proactively manage changes by adjusting the supporting tax data collection process.
Service Provider Oversight: Own the local VAT/Sales and Use Tax service provider relationship and process through periodic account reviews.
Process Contribution: Collaborate and contribute to standard tax processes, tax control framework, and drive supporting key performance indicators.
Process Improvement: Work closely with the Global Business & Process Information and Tax Operations & Compliance team members to continue to standardize and improve processes and internal controls.
Regional Collaboration: Collaborate within the region to drive adherence to global standards or regional exceptions.
Process Documentation: Drive process standardization and deliveries through documentation of processes with process maps and user guides.
Workpaper Review: Review workpapers from the team, including journal entries, tax payments, data submissions, reconciliations, and tax filings.
Cross-Functional Collaboration: Collaborate with other Tax functions such as Global Strategic Tax & Customs and Tax Ops, the Center of Excellence, with timely insight and tax compliance support.
Project Management: Work with partners in IT, Tax, and Finance organizations to identify and drive local/regional projects to improve tax processes across retail, wholesale, and online businesses.
Tax Consolidation: Perform monthly, quarterly, and annual tax consolidation workbooks.
Close Activities: Perform month-end close activities, including tax payments and settlements, tax accruals, and returns to provision.

22. Indirect Tax Manager General Responsibilities

Audit Support: Assist with tax audits, including communication with the taxation authorities, management of the audit process, evaluating and filing appeals, gathering internal and external data, working with internal and external business unit contacts, legal counsel, and subject matter experts, as well as documentation of issues and resolution.
System Design: Design and implement the business and operational systems and processes that make Telnyx tick.
Policy Management: Document and maintain tax policy on behalf of all Telnyx entities.
Regulatory Monitoring: Monitor regulatory tax developments and tax law changes.
Transaction Alignment: Ensure transactions align with technical analysis and recommendations to the organization related to nexus determinations, exemption decisions, tax decisions, etc.
Journal Entries: Prepare tax-related journal entries.
Tax Research: Research and document the taxability of the company's product/service offerings and ensure treatments are understood and adopted internally.
Cross-Functional Guidance: Work cross-functionally with departments (including operations and estimating) to guide on tax implications of bids/contracts and associated input costs.
Due Diligence: Participate in acquisition-related Sales & Use Tax due diligence, including exposure analysis.
Property Tax Filing: Prepare and file State personal property tax filings.
Account Reconciliation: Perform a monthly review of indirect tax-related account reconciliations.
System Maintenance: Assist in the set-up and maintenance of systems and software that relate to Sales and Use Tax transactions.
Transaction Accuracy: Work with Finance and Operations Teams to ensure accurate taxability for AP and AR transactions.

23. Senior Indirect Tax Manager Role Purpose

Diversity and Inclusion: Ensure alignment between values and behaviour that fosters diversity and inclusion.
Goal Setting: Regularly connect work to purpose, set inspirational goals, define clear expected outcomes, and ensure clear accountability for follow-through.
Team Collaboration: Build interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
Talent Development: Attract, retain, and enable the career development of top talent.
Performance Management: Improve team performance, recognize and reward performance, coach employees, support their development, and manage poor performance.
Strategic Advisory: Provide strategic input into business decisions as a trusted advisor.
Leadership Recommendations: Make recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
Regulatory Expertise: Act as a subject matter expert on relevant regulations and policies.
Business Prioritization: Recommend business priorities, advise on resource requirements, and develop a roadmap for strategic execution.
Strategic Execution: Manage resources and lead the execution of strategic initiatives to deliver on business and financial goals.
Issue Resolution: Conduct independent analysis and assessment to resolve strategic issues.
Networking: Develop new connections and build deeper networks that create cross-team interactions.
Service Delivery: Execute work to deliver timely, accurate, and efficient service, e.g., prepare/support preparation of accounting entries, reconciliations, reporting packages, and financial statements for tax provisions, payments, and returns.

24. Senior Indirect Tax Manager Essential Functions

Priority Setting: Work with stakeholders to establish priorities.
Relationship Management: Own internal/external stakeholder relationships.
Business Requirements: Define business requirements for analytics and reporting to ensure data insights inform business decision-making.
Program Execution: Lead the execution of tax accounting, reporting, and compliance operational programs, assess and adapt to ensure quality of execution.
Audit Management: Manage audits and prepare responses to queries about the position on resolving issues and proposed adjustments received from tax authorities.
Program Planning: Provide input into the planning and implementation of tax accounting, reporting, and compliance programs/processes, e.g., tax provisioning, return filings, payments, and audits.
Records Management: Support the maintenance of the database/records management of all required filings and other tax compliance activities, including audit responses.
Reporting: Design and produce regular and ad-hoc tracking reports to help ensure timely compliance.
Tax Research: Research and identify position statements on current and proposed tax-related issues, programs, initiatives, or legislation for the business/group/enterprise.
Data Analysis: Analyze data and information to provide taxation insights and recommendations related to returns, re-assessments, objections, etc.
Collaboration: Collaborate with internal and external stakeholders to collect and provide tax information for related accounting entries, support tax provision, compliance, audits, etc.
Relationship Building: Build effective relationships with internal/external stakeholders.
Liaison: Act as liaison between stakeholders to align agendas and ensure a clear understanding of the business context.
Policy Compliance: Monitor compliance with tax policies, procedures, and controls to ensure completeness and accuracy of financial information.

25. Indirect Tax Manager Additional Details

Function Management: Manage the indirect tax function independently, ensuring that transactions and customers are properly characterized, recorded, and reported.
Product Characterization: Ensure that existing and new products are properly characterized in Vertex and Oracle Fusion.
Business Guidance: Provide business guidance to determine taxability and applicable rates.
Nexus Updates: Update taxability nexus periodically.
Certificate Review: Review customer exemption certificates to ensure validity and provide guidance to the business regarding compliance.
Certificate Monitoring: Monitor sales tax exemption certificates to ensure ongoing compliance.
Data Accuracy: Ensure that the data utilized to file is complete and accurate, and reconcile resulting tax returns to the underlying accounting records.
Return Filing: File tax returns accurately and timely.
Account Reconciliation: Reconcile and maintain Sales and Use Tax general ledger accounts and rollforwards periodically, ensure account adequacy, and recommend reserves.
Authority Liaison: Work with tax authorities to determine relevant issues and missing documentation and resolve such inquiries favorably.
IDR Response: Address Information Document Requests (IDRs), recompute the correct historical tax liability, and provide documentation supporting the position.
Audit Collaboration: Collaborate with tax leaders to favorably settle tax audits.

26. Indirect Tax Manager Roles

Process Development: Develop, revise, and enhance processes to ensure compliance with Sales and Use Tax regulations impacting customer sales and internal purchases.
Use Tax Compliance: Self-assess Use Tax based on user geography for software licenses, file print-ready returns, and review Vertex reports for accurate filings.
VAT Support: Assist with VAT-related inquiries.
System Representation: Represent the tax group on the indirect tax computation software application and Oracle Fusion matters.
Code Mapping: Map product and service tax codes accurately.
Property and License Filings: Prepare annual property tax and periodic business license filings.
FATCA Compliance: Assist with annual FATCA compliance requirements.
Corporate Tax Support: Support Corporate Income Tax computation and compliance efforts.
Return Extensions: File tax return extensions, quarterly estimated payments, and state income apportionment.
Calendar Management: Maintain the tax calendar.
Account Reconciliation: Reconcile and maintain relevant general ledger accounts and rollforwards for accuracy and completeness, and resolve tax authority notices currently outsourced.
Data Analysis: Accumulate and analyze subsidiary data and assist in developing models to compute tax return filings.

27. Senior Indirect Tax Manager Tasks

POS Taxation: Ensure accurate POS taxation for all stores and work with both Tax and Business teams to ensure an accurate audit trail is maintained and readily accessible.
Business Support: Support new business initiatives and perform tax research.
Exemption Automation: Continue to automate the exemption certificate process to ensure the company collects and remits accurate taxes.
Holiday Compliance: Coordinate all tax-free holiday activities between the Tax Department and Operations to ensure compliance with state requirements.
Compliance Oversight: Work with managers who are responsible for the timely and accurate completion of compliance activities (tax returns).
Return Review: Review different types of tax returns, ranging from simple to complex, based on knowledge of content and skillset required.
Management Communication: Communicate effectively with upper-level management regarding updates on work, setbacks, team responsibilities, final review for returns and audits, research findings, etc.
Team Operations: Ensure the day-to-day operation of the tax team is in line with company expectations, processes, and procedures.
Audit Coordination: Work with external auditors and other government representatives to make certain that audits and assessments are complete and accurate.
Meeting Coordination: Coordinate scheduling and any meetings needed for review and confirmation of audit or assessment completion.

28. Senior Indirect Tax Manager Details and Accountabilities

Process Improvement: Work on several process improvement projects already in progress.
Cross-Department Collaboration: Collaborate with other departments, including but not limited to Operations, Accounting, and Legal, to retrieve data and ask/answer questions.
Financial Collaboration: Collaborate with other internal financial groups in addition to other groups externally.
SOX Review: Review documentation of internal processes for SOX purposes and suggest ways to improve.
Tax Payments: Direct the payment of taxes, fees, and licenses.
Payment Oversight: Oversee the setup through company portals, input jurisdictions, deliver and address non-electronic and electronic payments, etc., and provide approval.
Reconciliation Oversight: Oversee activities for account reconciliation and consolidate and review work papers to assess alignment with final reports for management.
Regulatory Research: Research changes in federal, state, and local laws and analyze the impacts on costs and tax payments, and conduct expense adjustments subsequently.
Automation Support: Work with the Director of Indirect Tax to automate and improve tax processes for the company.
Exemption Process: Work with the offshore Tax team on the Avalara exemption process.
Ethics Compliance: Promote and uphold the ethical standards of the company.

29. Indirect Tax Manager Overview

Tax Advisory: Provide proactive tax advice with respect to the group's operations in the region and advise on indirect tax consequences of contracts, business operations, and new product launches.
Process Optimization: Strengthen indirect tax processes by leveraging technology to automate and optimize indirect tax costs.
Business Partnership: Partner with business leaders, Finance, and Legal teams on various business and tax planning matters.
Legislation Monitoring: Monitor and analyze proposed and newly enacted indirect tax legislation and assist in defining and implementing appropriate local tax planning strategies.
Audit Management: Manage and handle regional indirect tax audits conducted by authorities in various jurisdictions.
Issue Advisory: Advise Business and Finance on indirect tax issues, including reviewing and advising on the indirect tax consequences of all new business proposals.
Return Review: Perform technical reviews of indirect tax returns for group and non-group entities.
Authority Interaction: Assist with the management of tax audits and other revenue authority queries and interactions.
Process Review: Review end-to-end processes and controls to ensure the correct and efficient delivery of indirect tax returns.

30. Indirect Tax Manager Job Description

Ownership: Take ownership of all indirect tax-related matters and ensure correct and timely VAT reporting to tax authorities.
Process Efficiency: Drive efficiencies in VAT processes and optimize cash flow.
Risk Framework: Establish an indirect tax risk and governance framework, optimize the use of technology, and strive for continuous improvement.
Compliance: Ensure compliance of state and international indirect taxes through systems and controls designed to ensure accurate and timely reporting.
Regulation Monitoring: Monitor current and impending changes to tax regulation and update internal policy and strategy.
Comprehensive Support: Act as full tax support and compliance for multiple enterprises in Sales and Use Tax, personal property tax, GST, VAT, IVA, audit defense, and other required annual business filings.
Tax Computations: Maintain tax depreciation and state apportionment computations.
Federal Support: Provide support for the preparation of the international tax aspects of the federal income tax return.
Provision Assistance: Assist with non-domestic annual income tax provision calculations, including preparation and tracking of non-domestic income tax provision packages.
Training: Provide indirect taxes training and update presentations to the finance and business teams.
Legislative Awareness: Keep abreast of legislative changes in indirect taxes.

Relevant Information

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