Sales Tax Specialist, Direct File
taxcloudMillbrae, CA
About the role
About TaxCloudTaxCloud simplifies sales tax for online businesses. We're a product-led SaaS platform that automates sales tax calculation, filing and remittance across thousands of U.S. jurisdictions: states, counties, cities and special tax districts. As a Certified Service Provider (CSP) in the Streamlined Sales Tax Program, we hold a unique position in the market that benefits both our customers and our business. In 2025 we acquired Ziptax, an API-first sales tax rates product, expanding our platform for developers and the agent era. We're backed by Camber Partners and growing. You'll join a team where your work has outsized impact on how we deliver value to customers and scale the business.
About the role:
You'll keep our Direct File customers compliant: filing their returns, resolving the notices states send them, and fixing prior periods when something went wrong. This is a generalist seat on the Filing team. You'll move across filing, notices and prior period work as volume shifts, rather than owning one state or one queue. We're automating the routine parts of this work. Your job is the part that takes judgment: reviewing research, making the call, working with state agencies and getting returns filed correctly. You'll report to the Director of Filing.
What you'll do:
- Resolve notices
- Work the notices routed to you in Jira, from research review to close-out.
- Review findings from our offshore research team, confirm or correct them, and decide how each notice gets resolved.
- Contact state and local tax agencies to resolve rejected payments, penalties and interest (P&I), and filing or payment discrepancies.
- Document each resolution in the ticket so anyone can follow what was done and why.
- Fix prior periods
- Prepare and file prior period and amended returns, whether they come from a notice or from backfiling for a new customer.
- Complete the sales reconciliations that support amended returns.
- Log the states, periods, return count and actual hours on each project so the team's estimates improve.
- Work with customers and the team
- Answer filing questions from customers and Support clearly, in Pylon and Slack.
- Flag repeat notice and filing patterns so the team can fix them at the source.
- Help the automation get better: report where routing or intake gets it wrong, and update procedures in Confluence when a process changes.
- Use AI tools to research, document and resolve work faster.
- What you bring3 to 6 years in sales tax compliance or filing operations, filing returns across multiple states.
- Hands-on experience resolving state tax notices directly with agencies, including P&I or payment issues.
- Experience preparing prior period or amended returns, including the sales reconciliation behind them.
- Experience reviewing research or work prepared by someone else and making the final call on it.
- Clear, professional writing for customers, agencies and teammates.
- Experience working a ticket queue in Jira or a similar tool, and picking up new tools as processes change.
Nice to have:
Filing experience in both SST and non-SST states, especially Colorado home-rule cities, Pennsylvania MyPath or Washington B&O.Experience at a SaaS or sales tax software company. Experience using AI tools (such as Claude) for tax research, documentation or queue work.
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JOB OVERVIEW
Experience level
Senior
Location
Millbrae, CA
Occupation
Tax Preparers
Industry
Tax Preparation Services
Posted
4 days ago
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