Key Responsibilities

Reverse Audits & Exposure Analysis

• Prepare and execute reverse audits to identify refund opportunities, tax overpayments, and areas of potential exposure.
• Conduct detailed sales and use tax exposure analyses to quantify potential liabilities when refund claims are filed.
• Partner with IT teams to design, test, and implement electronic extraction tools that automate data pulls and streamline audit workflows.
• Work closely with local warehouse teams to organize and execute predominant use studies, including data collection, documentation, and validation of exempt usage.
• Evaluate data integrity, reconcile variances, and prepare supporting documentation for refund claims and audit defense.

Vendor & Customer Coordination

• Organize, track, and request waivers of rights from vendors and customers as required for refund claims or audit defense.
• Maintain communication logs and ensure timely follow‑up to secure required documentation.

Audit Management

• Assist with or lead state and local tax audits, including data gathering, documentation preparation, issue resolution, and negotiation support.
• Serve as a primary point of contact with auditors and internal stakeholders.

Compliance & Accounting

• Complete recurring accounting activities, including:
  • Monthly accruals for sales/use tax
  • Account reconciliations for indirect tax accounts
  • Property tax filings and reconciliations
• Support multi‑jurisdictional personal property tax filings.

Process Improvement & Controls

• Identify, design, and implement process improvements to enhance accuracy, efficiency, and automation.
• Strengthen internal controls around indirect tax compliance, documentation, and reporting.

Cross-Functional Partnership

• Collaborate with Finance, AP, AR, Legal, Operations, and Technology teams to ensure tax requirements are embedded in business processes.
• Deliver presentations and training on tax-related matters to internal stakeholders.

Tax Research & Technical Support

• Conduct tax research to support technical positions, business transactions, and audit defense.
• Draft memos, summaries, and documentation to support tax conclusions.

Strategic & Ad Hoc Projects

• Contribute to departmental and company-wide initiatives, including system enhancements, data governance, and automation projects.
• Assist with other ad hoc tax projects, compliance initiatives, and special analyses as needed.

Qualifications

Required

• Bachelor’s degree in Accounting, Finance, Tax, or related field.
• 7+ years of experience in indirect tax, preferably in a corporate tax department or public accounting.
• Strong knowledge of sales/use tax, property tax, and unclaimed property.
• Experience with multi-jurisdictional personal property tax filings.
• Demonstrated ability to manage audits and prepare technical documentation.
• Advanced Excel skills and comfort working with large datasets.
• Strong analytical, organizational, and communication skills.

Preferred

• Exposure to tax automation tools, ERP systems, and data analytics platforms.
• Experience in a high‑growth, multi‑state, or global organization.

Why Lineage?

This is an excellent position to begin your career path within Lineage! Success in this role enables greater responsibilities and promotions! A career at Lineage starts with learning about our business and how each team member plays a part each and every day to satisfy our customers’ requirements. Beyond that, you’ll help us grow and learn on our journey to be the very best employer in our industry. We’ll ask you for your opinion and ensure we do our part to keep you developing and engaged as we grow our business. Working at Lineage is energizing and enjoyable. We value respect and care about our team members.

Lineage is an Equal Employment Opportunity Employer and is committed to compliance with all federal, state, and local laws that prohibit workplace discrimination and unlawful harassment and retaliation.  Lineage will not discriminate against any applicant on the basis of race, color, age, national origin, religion, physical or mental disability or any other protected status under federal, state and local law.

Benefits

Lineage provides safe, stable, reliable work environments, medical, dental, and basic life and disability insurance benefits, 401k retirement plan, paid time off, annual bonus eligibility, and a minimum of 7 holidays throughout the calendar year.