Job Description Summary

This position is responsible for developing and leading the service delivery team of Indirect Tax within BD’s North American Shared Service Center. This individual will be responsible to lead a team of 3-4 direct reports and have a full team of approximately 10 associates focused on supporting:
• State and Local Sales and Use Tax Compliance and Audit
• State and Local Personal Property Taxes Compliance and Audit
• Federal Medical Device Excise Tax and Audit
• Canadian VAT Taxes and Audit
• Business Licenses for all local Government Entities in the United States

Job Description

This position is responsible for developing and leading the service delivery team of Indirect Tax within BD’s North American Shared Service Center.  This individual will be responsible to lead a team of 3-4 direct reports and have a full team of approximately 10 associates focused on supporting:

• State and Local Sales and Use Tax Compliance and Audit
• State and Local Personal Property Taxes Compliance and Audit
• Federal Medical Device Excise Tax and Audit 
• Canadian VAT Taxes and Audit
• Business Licenses for all local Government Entities in the United States

This position manages the following responsibilities:

• Sales and Use Tax: proactively analyzes sales and use tax accruals throughout the month to ensure general ledger is accurate, identifies and implements process improvements to guarantee tax liability is paid timely and accurately, provides external and internal customer service to deliver timely resolution to inquiries, maintains up to date and current tax exemption certificates and accurate settings in tax software and ERP.
• Compliance: prepare monthly, quarterly and annual data for sales and use tax returns to be filed by third party, analyze and validate tax software, reconciles general ledger, monitor and resolve group mailbox requests, ensures tax permits and business licenses are valid and up to date.
• Audit Defense: performs research on sales and use tax notices and responds timely, provides timely responses and data for sales and use tax notices, analyzes and prepares responses to tax authority and/or third party, monitors and resolves group mailbox inquiries.
• State and local sales and use tax audits of BD and affiliated companies, including interacting with state auditors and audit supervisors.
• Tax research on the taxability of BD's products and services for sale to customers for all US jurisdictions.  Research and respond to customers on exemption and product taxability disputes.
• Reviewing BD purchases for the correct application of tax by working with BD buyers on the nature and use of items and services purchased from outside suppliers to determine their taxability while minimizing BD tax liability where possible.  Using tax review and refund filing for open periods where appropriate.
• Researching the taxability of internal use of BD's products for samples and maintenance replacements.
• Working with Accounts Payable, so as to ensure the correct application of tax and processing of tax credits on purchase transactions.

Required Qualifications:

• B.A. or B.S. in Accounting
• 7+ years Indirect Tax experience
• 5+ years of Supervisory experience
• Strong leadership and team building skills
• Strong knowledge of Sales & Use tax, Federal Excise, Personal Property Tax compliance requirements
• Knowledge of SOX Controls
• Full understanding of GAAP Accounting
• Sabrix or Vertex Experience (Includes ability to review configuration)
• Proficient knowledge in excel, Formulas (VLookup, If Statement, etc), Pivot Tables
• Strong communication skills
• Strong business acumen             
• Solid analytical and problem solving skills

Preferred Qualifications:

• MBA
• CPA
• Lean/Six Sigma Trained or Certified
• SAP experience a plus
• Proficient in Microsoft Access

#LI-GA

Primary Work Location

USA TX - San Antonio

Additional Locations

Work Shift