Compliance & Filing

Oversee the end-to-end preparation, review, and timely filing of monthly, quarterly, and annual domestic sales & use tax and international VAT/GST returns, business licenses and property tax filings.

System Optimization & Support

Serve as the internal contact for tax software configurations; proactively maintaining and refining indirect tax calculation and reporting systems to provide seamless, automated workflows for the organization.

Monitor and analyze domestic and international tax laws regarding digital goods, SaaS, and economic nexus to ensure proactive compliance as HighLevel expands.

Support the team through indirect tax audits by efficiently managing IDRs and partnering with leadership to advocate for and defend established tax positions.

Prepare and review monthly tax accruals and perform balance sheet reconciliations for indirect tax accounts within NetSuite.

Oversee the collection, validation, and maintenance of customer tax exemption certificates.

Partner with Engineering, Product, Billing and Legal teams to evaluate the taxability of new product rollouts, software features, and bundle offerings.

5 years of progressive experience in indirect tax (Sales & Use, VAT, GST), preferably with a mix of public accounting and corporate experience.
Strong familiarity with software-as-a-service (SaaS) taxability rules, digital products, and sourcing rules.
Experience managing tax calculations and reporting within tax software systems and NetSuite ERP. Knowledge of Stripe Tax is a plus.
Advanced Excel skills (pivots, VLOOKUPs, data manipulation) and the ability to handle massive, high-volume transactional datasets.
Identify and spearhead opportunities to leverage AI-based tools to streamline and automate processes and surface insights.
Bachelor’s degree in Accounting, Finance, or a related field. CPA designation or Master of Taxation degree is a major plus.
Ability to pivot quickly when priorities change and navigate fast organizational growth.
Proven track record of digging into data to not only identify tax issues but actively propose and execute automated solutions.
Skilled at translating complex tax regulations into plain English for non-finance stakeholders, alongside strong documentation skills for future reference and audit support.