Product Tax Consultant
Core
Lead enterprise-wide governance and oversight of product-related tax reporting and withholding to ensure compliance with federal and state tax laws.
Role type
Product Tax Consultant
Builds
Enterprise tax reporting and withholding operations
Domain
Financial Services / Insurance / Tax Compliance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Tax risk assessment, regulatory analysis, tax strategy development, system logic design, audit management, stakeholder training
Preferred skills
CPA certification, Series 6, LOMA designation
Technologies
Tax systems, analytics tools
Responsibilities
Review federal and state tax returns; perform governance and oversight including tax risk assessments and audits; monitor product and tax laws to analyze enterprise impact; research and analyze product tax risks and recommend solutions; design and test tax withholding and reporting logic; manage user access to key product tax systems; review responses to IRS and external auditors; develop tax analytics and forecasting insights; verify accuracy of tax calendars; conduct training sessions for internal stakeholders.
Seniority
Mid-Senior, hands-on IC
