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Billing & Indirect Tax Analyst

Estuate Inc.United States🇺🇸United StatesPosted 5 Jul 2026

Quick Overview

Work Type
Hybrid
Level
Mid Senior

Job Description

Hi,

We have a very urgent requirement for

Billing & Indirect Tax Analyst.

. Please let me know if you or someone you know is interested.

 

Please see the job details below.

 

Position:                       Billing & Indirect Tax Analyst

Location:                      Remote

 

Billing & Indirect Tax Analyst

Position Summary

We are seeking a detail-oriented Billing & Indirect Tax Analyst to support customer billing operations, sales and use tax compliance, and invoicing accuracy. This role serves as a key resource for tax-related inquiries, customer account maintenance, invoice validation, exemption certificate management, and process improvement initiatives.

The ideal candidate has strong analytical skills, experience working with sales and use tax regulations, and a background in billing, accounting, or finance operations.

Key Responsibilities

Billing & Customer Account Management
• Create, maintain, and update customer accounts and tax profiles.
• Issue invoices, credit memos, and billing adjustments accurately and on time.
• Review customer orders and invoices to ensure proper tax treatment and billing accuracy.
• Investigate and resolve billing discrepancies and customer inquiries.

Sales & Use Tax Compliance
• Review, validate, and maintain customer tax exemption certificates.
• Apply tax exemptions correctly and monitor certificate expiration dates.
• Respond to customer, vendor, and internal tax-related questions.
• Review vendor invoices for tax accuracy and ensure proper tax treatment.

Tax Systems & Analysis
• Validate sales tax calculations and tax rates across transactions.
• Analyze tax adjustments and identify root causes of discrepancies.
• Audit transaction data to ensure proper integration between ERP and tax systems.
• Assist with tax audits by gathering and providing supporting documentation.

Cross-Functional Collaboration
• Partner with Finance, Tax, Customer Service, Sales, and IT teams to resolve billing and tax issues.
• Support testing and implementation of tax system updates, rate changes, and process enhancements.
• Document procedures and recommend improvements to strengthen controls and reduce billing errors.

Required Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or related field (or equivalent work experience).
• 5+ years of experience in billing, accounts receivable, sales tax, indirect tax, or related finance operations.
• Strong understanding of sales and use tax concepts.
• Experience managing customer accounts, invoicing, and tax exemption documentation.
• Strong analytical and problem-solving abilities.
• Excellent attention to detail and organizational skills.
• Proficiency in Microsoft Excel and Microsoft Office applications.
• Strong written and verbal communication skills.

Preferred Qualifications

• Experience with Oracle ERP systems.
• Experience with Vertex tax software (Vertex O Series and/or Vertex Certificate Center).
• Knowledge of U.S. and Canadian sales tax jurisdictions.
• Experience supporting audits and compliance initiatives.
• Experience in service-based, manufacturing, distribution, or HVAC-related industries.
• Advanced reporting and data analysis experience.

Success in This Role

• Ensure billing accuracy and timely invoice processing.
• Maintain compliance with sales and use tax requirements.
• Minimize tax and billing errors through proactive analysis.
• Deliver excellent support to customers and internal stakeholders.
• Improve processes and strengthen operational controls.

Ideal Candidate Profile

• Highly detail-oriented and process-driven.
• Comfortable working with large volumes of transactions and data.
• Experienced in sales/use tax compliance and billing operations.
• Able to work independently while collaborating across departments.
• Customer-focused with strong communication skills.
• Skilled at identifying issues and implementing practical solutions.

Kakuli | Estuate, Inc.

P :

E

830 Hillview Ct, #280, Milpitas, CA 95035

 

 

Skills

Accounts Receivable
ERP
Microsoft Excel
Microsoft Office
Tax Compliance

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