SALT Automation Project Manager
Description
About Dean Dorton
Dean Dorton’s team makes up one of the largest advisory firms in the United States. We thrive when you thrive! We are here to help you succeed in every step of your development and career as you work with nationally recognized experts in a recognized best place to work.
About Tax Services
Dean Dorton's tax team provides comprehensive solutions to our clients, serving a wide variety of entity types and industries. Our team partners with clients to meet their compliance requirements, while also providing the crucial guidance and expertise they need to implement an overall tax strategy covering local, state, national, and international areas. We support clients by minimizing their tax burden and maximizing their business and financial goals.
About the Role
The SALT Project Manager manages end-to-end sales tax automation projects, ensuring seamless implementation and optimized compliance for clients. They play a key role in expanding the firm’s automation service offerings, contributing to process improvements, and delivering innovative solutions that enhance client outcomes. Additionally, they collaborate closely with clients, mentor team members, and support strategic initiatives that drive the growth and success of the firm.
This role may not be for you: This role may not be a fit for someone who prefers heavy guidance, isn’t comfortable working independently from day one, or doesn’t want to dive deep into sales tax automation. It’s also not ideal for those who would rather avoid client-facing implementation work, training or managing others, or handling complex sales tax projects like nexus studies, audits, and compliance. Someone who prefers a very stable environment or is not interested in expanding automation offerings may also find this role challenging. | This role may be for you: This role would be a great fit for someone who enjoys working independently, thrives in a fast-growing and evolving environment, and has strong experience with Avalara products and sales tax automation. Someone who likes leading client projects from start to finish, mentoring or managing others, and digging into complex sales tax work - would likely find this role energizing. It’s also ideal for someone who’s excited to expand automation offerings.
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Essential Duties & Responsibilities
- Manage and execute sales tax automation projects from start to finish, including all client communication.
- Implement and optimize Avalara tax calculation and return filing products, including AvaTax and MRA.
- Conduct multistate sales tax nexus studies and advise clients on compliance requirements.
- Handle sales tax registrations, voluntary disclosures, and audits.
- Make sales taxability determinations and provide strategic guidance to clients.
- Train and manage others to ensure consistent service delivery.
- Identify opportunities to expand automation services and enhance workflow efficiency.
- Adapt to a dynamic team environment experiencing substantial growth.
Experience & Qualifications
- Bachelor’s degree required in accounting, finance, business, or related field.
- Minimum of five years of experience in a tax or tax-related technical role with experience in tax compliance, client management, and team member development.
- CPA or similar licensure required.
- Proven ability to work independently and manage multiple projects simultaneously.
- Demonstrated experience leading and managing sales tax automation projects.
- Experience with multistate sales tax compliance, audits, registrations, and disclosures.
- Strong client communication and relationship management skills.
- Comfortable navigating change in a fast-growing team environment.
- Ability and willingness to contribute to process improvement and service expansion.
- In-depth knowledge of Avalara’s tax automation products; Avalara Certified Implementation Provider credentials preferred.
- Experience with other sales and use tax automation platforms desired.
Software & Tools
- CaseWare
- CCH Axcess
- CCH Billing and Invoice
- Tax Research Software and Tools
- Client Portal Tools (SafeSend, ShareFile)
- QuickBooks
- Adobe
- Microsoft Office (Word, Excel, Outlook, Teams)
Travel
Travel, on an extremely limited basis, may be required for client or firm needs, including occasional overnight stays.
This job description is intended to describe the general nature and level of work being performed by team members assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required. Additionally, responsibilities and duties may vary depending on business needs and individual circumstances. Dean Dorton is an equal opportunity employer.