Tax Analyst Accountant

Summary

Join Ooma's tax team as a detail-oriented Indirect Tax Analyst. Manage the full indirect tax compliance cycle, including sales and use tax, VAT/GST, and telecom taxes across multiple jurisdictions. Collaborate with third-party providers for timely and accurate tax filings. Maintain tax codes in SureTax, reconcile general ledger accounts, and manage tax exemption certificates. Support tax audits, refund filings, and contribute to special projects. Identify process improvement opportunities and monitor changes in indirect tax legislation. This role requires a Bachelor's degree in accounting or finance with 5+ years of experience in U.S. multi-state sales/use tax compliance and Canadian GST/HST/PST.

Requirements

• Bachelor’s degree in accounting or finance, with over 5 years of progressive experience in U.S. multi-state sales/use tax compliance and Canadian GST/HST/PST
• Proven background in indirect tax roles with hands-on responsibility for tax compliance, reporting, and accounting for indirect taxes
• Strong analytical and tax research skills with the ability to interpret and apply complex tax laws and regulations
• Proficient in Microsoft Excel (Pivot Tables, VLOOKUP, Formulas) and Microsoft Access for data analysis and reporting
• Experience working with NetSuite and SureTax or similar tax rating and compliance systems
• Demonstrated ability to work collaboratively across departments, including Finance, Legal, and IT, to ensure compliance and resolve tax issues
• Excellent verbal and written communication skills with the ability to explain tax concepts clearly to non-tax professionals
• Skilled at managing multiple tasks and competing deadlines in a fast-paced environment
• Adaptable, self-motivated, and detail-oriented with a continuous improvement mindset

Responsibilities

• Manage the full indirect tax compliance cycle, including preparation and review of U.S. sales/use tax, telecom, and Canadian GST/HST/PST returns, along with supporting workpapers and payment documentation
• Collaborate with third-party service providers to ensure timely and accurate filing of all indirect tax returns
• Maintain and update tax codes in SureTax, ensuring the accuracy of tax calculations for sales/use, telecom, and Canadian taxes across systems and documentation
• Reconcile monthly indirect tax-related general ledger accounts, resolving discrepancies promptly
• Manage tax exemption certificates and oversee compliance with applicable documentation requirements to support audit readiness
• Support indirect tax audits and refund filings; prepare documentation and responses to inquiries from tax authorities
• Contribute to special projects and cross-functional initiatives, delivering tax insights and data analysis as needed
• Identify process improvement opportunities or tax-saving strategies; develop and implement solutions to optimize tax compliance and reduce liabilities
• Monitor changes in indirect tax legislation (U.S. and Canada), assess potential business impacts, and update internal procedures accordingly

Benefits

• Comprehensive Medical/Dental/Vision insurance for you and eligible dependents HMO, PPO’s or a PPO with a HDHP (including HSA, which Ooma helps fund)
• Employer Paid Income Protection Benefits (Basic Life and AD&D, Short- and Long-term disability)
• FSA Healthcare & Dependent Care
• Commuter Benefits
• Voluntary Accident, Critical Illness, Hospital Indemnity and Legal
• 401(k), including employer match, and Roth
• Employee Stock Purchase Plan (ESPP)
• Paid Time off, Sick Time, as well as corporate holidays observed
• Employee Assistance Program
• Life Balance benefits with Travel Assistance Services and Identity Theft
• Additional Benefits include a Discount Program, Credit Union, Medicare Assistance, etc