Senior Tax Manager

Resource Innovations is seekinga highly skilled and motivated Senior Tax Manager to join our growing team in a remote role in either Chicago, IL or Salt Lake City, UT. The Senior Tax Manager is responsible for managing all aspects of the company’s tax compliance, reporting, and planning activities across U.S. federal, state, and local jurisdictions, as well as Canada and Puerto Rico. This role oversees sales & use tax, income tax, indirect tax filings, and various business registrations, while serving as the in-house subject matter expert on Avalara and tax-related processes. The Senior Tax Manager will partner closely with external tax advisors, internal accounting teams, and Legal to ensure timely, accurate compliance and to support tax planning initiatives, acquisitions, and new entity integrations.

Resource Innovations (RI) is a women-led energy transformation firm focused on impact. Building on our expertise in energy efficiency, we're constantly expanding our portfolio of clean energy solutions to guide utilities through increasingly complex, connected challenges. Load flexibility. Electrification. Carbon reduction. With every step, we're leading the charge to power change. 

Duties and Responsibilities:

Tax Governance & Organization

• Maintain a comprehensive tax calendar identifying all filing, reporting, and payment deadlines across jurisdictions.
• Monitor, manage, and resolve all incoming tax notices and correspondence.
• Strengthen internal tax processes, controls, and documentation to support a scalable, professional tax function.
• Manage the responsibility for any federal or state tax audits conducted by the IRS and state taxing authorities.
• Represent tax matters in leadership and cross-functional meetings, providing updates on compliance status, risks, and upcoming requirements.

External Advisors & Third Parties

• Manage relationships with external tax advisors and preparers, including U.S., Canada, and Puerto Rico firms.
• Obtain and manage engagement letters for all tax advisory and compliance services.
• Coordinate deliverables, monitor advisor performance, and ensure services are completed accurately and timely.
• Identify opportunities for tax savings, efficiencies, and process improvements in collaboration with external advisors.

Sales & Use Tax / Indirect Tax

• Oversee preparation, review, and filing of all required U.S. sales & use tax returns.
• Ensure timely remittance of all sales & use tax payments.
• Perform monthly reconciliations of sales tax payable accounts.
• Monitor business activity and perform nexus analyses to identify new filing obligations.
• Manage the responsibility for state sales tax exemption documentation on Company purchases and sales.  
• Coordinate and support income tax and sales & use tax nexus studies as needed.
• Make taxability determinations for new transactions, projects, and services, consulting with advisors as necessary.
• Implement processes to ensure Accounting and business teams are aware of all tax jurisdictions (state, county, city) in which the company operates.

Avalara Administration

• Serve as the internal Subject Matter Expert for Avalara.
• Maintain filing jurisdictions and configurations within the system.
• Review and approve monthly sales tax returns prepared in Avalara.
• Coordinate payment of sales tax returns.
• Maintain and manage customer tax exemption certificates within the system.

Income Taxes

• Coordinate annual federal, state, Canada, and Puerto Rico income tax filings with external advisors.
• Review annual income tax returns prior to filing and assist with execution (signatures, mailings, e-filing coordination).
• Coordinate quarterly and annual estimated income tax payments.
• Prepare and book the monthly income tax provision. Reconcile Deferred Tax Asset (DTA), Deferred Tax Liability (DTL) accounts, Taxes Payable, and Taxes Receivable.
• Coordinate preparation of PBC schedules for tax advisors.
• Review and approve income tax footnote disclosures for audited financial statements.

Transfer Pricing

• Oversee annual transfer pricing analyses for the United States, Canada, and Puerto Rico prepared by external providers.
• Coordinate data requests and ensure alignment with statutory filings and financial reporting.
• Maintain the intercompany agreements to support the intercompany transactions.

Canada Tax

• Oversee quarterly GST/HST filings.
• Prepare and post monthly VAT reclaim journal entries.
• Compile information and manage the annual VAT reclaim filing.
• Reconcile related tax payable accounts on the Canadian ledger.

Puerto Rico Tax

• Oversee monthly sales tax filings.
• Maintain merchant certificates and withholding exemption certificates.
• Coordinate issuance of withholding exemption certificates to customers as needed.
• Support Puerto Rico-specific tax compliance and transfer pricing requirements.

International / Cross-Border Indirect Tax

• Maintain a list of countries in which the company has activity.
• Implement processes to ensure Accounting is aware of countries where the company conducts business.
• Obtain and validate foreign customer tax identification numbers.
• Ensure availability of IRS Form 6166 and coordinate provision of Form 10F and other required declarations to international customers.

Tax Registrations & Miscellaneous Taxes

• Monitor existing tax registrations and ensure timely renewals.
• Register the company in new jurisdictions as required.
• Coordinate municipal business registrations and payments (e.g., city and local filings).
• Manage miscellaneous taxes and fees, including environmental fees.
• Oversee preparation and filing of annual 1099s and implement TIN verification procedures.

M&A, Entity Management & Historical Exposure

• Integrate newly acquired or newly formed entities into existing tax processes and compliance frameworks.
• Review acquired entity activities to confirm proper tax compliance.
• Coordinate external reviews of acquired entities’ sales & use tax compliance.
• Work with tax advisors to execute strategies to remediate historical tax exposure arising from non-compliant filings.
• Seek input from tax advisors on legal entity strategy discussions (e.g., dissolve, merge, or dormant entities).

Requirements

Education & Certification

• Bachelor’s degree in Accounting, Finance, or related field required.
• CPA and/or Master’s in Taxation strongly preferred.

Experience

• At least 7–10 years of progressive tax experience covering both income and indirect tax.
• Demonstrated experience with U.S. multi-state sales & use tax, including nexus analysis and compliance.
• Strong working knowledge of U.S. federal and state income tax compliance, with hands-on involvement in provisions under ASC 740.
• Experience coordinating or overseeing Canada and Puerto Rico tax compliance preferred.
• Exposure to transfer pricing coordination, international indirect tax, and cross-border tax matters preferred.
• Experience with Avalara or comparable tax automation systems preferred.

Skills & Attributes

• Strong technical understanding of tax accounting under ASC 740.
• Ability to independently manage external tax advisors and preparers across multiple jurisdictions.
• Proven ability to manage multiple tax calendars, deadlines, and compliance obligations.
• Strong analytical, organizational, and documentation skills with high attention to detail.
• Effective communicator able to collaborate with Accounting, Legal, Operations, and executive leadership.
• Process-oriented mindset with the ability to design, improve, and scale tax compliance workflows.

Benefits

About Resource Innovations

Resource Innovations (RI) is a women-led energy transformation firm focused on impact. Building on our expertise in energy efficiency, we’re constantly expanding our portfolio of clean energy solutions to guide utilities through increasingly complex, connected challenges. Load flexibility. Electrification. Carbon reduction. With every step, we’re leading the charge to power change.

Resource Innovations is an Equal Opportunity Employer, committed to ensuring equal employment opportunities for all job applicants and employees without regard to race, color, religion, national origin, gender, age, disability, marital status, genetics, protected veteran status, sexual orientation, or any other protected status. In addition to federal law requirements, Resource Innovations complies with applicable state and local laws governing non-discrimination in employment in every location in which the company does work.

Compensation & Benefits

Resource Innovations offers competitive salaries based on a candidate's skills, experience and qualifications for the position.  The compensation range for the base salary for this position is $155-175k.  In addition to base pay, employees are eligible for a discretionary annual bonus.  The stated salary represents the expected compensation for this position.  Final compensation will be determined based on factors such as the candidate's experience, education and location. 

We also offer a comprehensive benefits package that includes three weeks of paid vacation per year; paid holidays; a 401(k)-retirement plan with employer matching; health, dental and vision insurance; and other supplemental benefits. 

Employment with Resource Innovations is contingent upon the successful completion of a comprehensive background check and reference check. If applicable to the position, a pre-employment drug screen may also be required.

The above job description and job requirements are not intended to be all inclusive. Resource Innovations retains the right to make changes or adjustments to job descriptions and/or job requirements at any time without notice.