Staff Implementation Specialist

United StatesRemoteFull-timelead

Implementation SpecialistCustomer Success

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Quick Summary

Overview

This position is listed on behalf of a partner company, who manages all applications and next steps.

Technical Tools

Implementation SpecialistCustomer Success

This role serves as a senior compliance expert and trusted relationship partner for a portfolio of accounting firms. You will own the end-to-end sales and use tax returns experience, from customer onboarding and validation through filing, notice resolution, and continuous improvement. The position combines deep multi-jurisdictional tax expertise with customer relationship management, operational excellence, and process optimization. You will prepare and review complex returns while resolving jurisdictional notices and providing clear guidance to accounting professionals. A major focus is using automation and AI to reduce manual work, improve accuracy, and increase operational throughput. You will also mentor junior colleagues, strengthen team capabilities, and help establish higher standards for compliance quality and technology-enabled tax operations.

Prepare, review, and file multi-jurisdictional sales and use tax, business and occupation, and gross receipts tax returns across monthly, quarterly, semi-annual, and annual filing cycles.
Manage a dedicated portfolio of accounting firms, serving as the primary point of contact for returns-related questions, escalations, compliance guidance, and ongoing customer needs.
Research and resolve jurisdictional tax notices on behalf of customers, providing clear, timely, accurate, and well-documented communication throughout the resolution process.
Perform quality assurance reviews related to sales and use tax content, jurisdictional requirements, and changes to tax forms.
Lead onboarding and validation activities for new sales and use tax returns customers, ensuring a smooth transition into the returns platform and associated workflows.
Communicate effectively with customers, tax jurisdictions, and internal teams during research, filing, troubleshooting, and resolution activities.
Take ownership of customer satisfaction by responding proactively to customer needs, setting appropriate expectations, and translating complex compliance requirements into accessible and actionable guidance.
Identify and implement automation opportunities across tax compliance workflows, helping reduce manual effort, increase accuracy, improve throughput, and enhance customer outcomes.
Identify process and technology gaps and recommend practical improvements that reduce operational risk and strengthen the quality and efficiency of returns operations.
Support implementation, training, documentation, and broader team enablement initiatives, including developing reusable resources and knowledge-sharing materials.
Coordinate and deliver training for junior team members while serving as a knowledge resource for complex troubleshooting, critical compliance issues, and in-cycle risk reduction.
Apply expert knowledge of jurisdiction websites and taxpayer-facing portals, including data-entry requirements, workflow nuances, and system limitations.
Use AI-powered tools and automation to support return preparation, anomaly detection, notice pattern recognition, data reconciliation, and other high-value tax compliance activities.
Critically evaluate AI-generated outputs, applying professional tax judgment to determine where automation is appropriate and where human expertise must remain central.
Identify new opportunities for AI and automation, pilot effective approaches, document results, and share successful practices to improve team-wide capabilities.

Requirements

~2 min read

Bachelor’s degree in Accounting or Finance and at least 5 years of directly related experience in multi-jurisdictional sales and use tax compliance, returns preparation, or tax operations.
Strong analytical, research, and problem-solving abilities, with demonstrated experience navigating ambiguous or complex tax compliance scenarios.
Excellent written and verbal communication skills, with the ability to explain complex tax concepts clearly to accounting professionals, customers, and internal stakeholders.
Ability to work independently, manage competing priorities, and consistently meet strict filing deadlines.
Strong adaptability and willingness to learn new software applications, technology platforms, and tax compliance tools.
Advanced Microsoft Office proficiency, particularly Excel, including Power Pivot, VLOOKUP, HLOOKUP, and related functions.
Availability to work during standard U.S. business hours.
A Master’s degree in Accounting, Taxation, Finance, or a related discipline is preferred.
Experience with a Big 4 accounting firm, a large corporate tax department within a multinational organization, or a large ERP integration environment is preferred.
Strong understanding of customer data flows from tax calculation platforms through returns management and filing workflows is preferred.
Deep knowledge of jurisdiction configuration concepts, including nexus, exemptions, marketplace rules, filing calendars, reporting, and transaction data.
Working knowledge of transaction flows and their downstream impact on returns preparation, mapping, and filing.
Familiarity with transaction tax calculation, transaction data flow, returns mapping, and returns filing automation.
Demonstrated ability to use AI-powered tools in tax compliance workflows and identify practical opportunities for AI and automation to improve efficiency, accuracy, and throughput.
Ability to coach and mentor colleagues, share specialized knowledge, challenge existing processes constructively, and contribute to continuous team and operational improvement.
Strong integrity, accountability, customer focus, and commitment to maintaining high standards of quality and rigor.