SUMMARY

Job Description
Principal Tax Specialist

Location:
Bangalore / Hyderabad Role type: Individual Contributor

Experience:
12+ years Function: Tax Processing / Indirect Tax Compliance Job Summary The Principal Tax Specialist is a recognized subject matter expert who prepares and files US sales and use tax returns for level 3 4 clients, ensuring accuracy and compliance across multiple tax areas. The role consistently onboards new clients, works with the client success team to resolve client issues, and acts as a technical coach and mentor across teams. It also develops training programs and drives improvements that raise efficiency and client satisfaction.

Key Responsibilities
- Prepare an average of 800+ sales and use tax returns per month for level 3 4 clients, applying expert-level compliance knowledge and best practices.
- Consistently onboard new clients, including setting up tax data files in various formats.
- Build client relationships through regular communication, proactively suggest process improvements and resolve complex issues with the client success team.
- Transition clients to more junior staff and mentor or coach 4+ team members.
- Act as a technical coach and mentor across teams, develop training curriculum and lead training sessions.
- Lead or take part in 1 3 special project teams, driving innovation and process improvements.
- Take part in interviews and contribute to staff selection and development.
- Use Microsoft 365, Excel and indirect tax returns software to create or improve efficiency and automation tools.
- Review and reconcile client tax data,



investigate discrepancies and take corrective action.
- Prepare and maintain monthly client summary reports and documentation.
- Initiate electronic filings and payments, working with other staff to ensure timely submissions.
- Track and resolve notices from tax authorities, with proper documentation and timely resolution.
- Use independent professional judgment to resolve complex tax reporting issues.
- Implement high-level process improvements and prepare formal documentation of internal processes and procedures.
- Contribute to the department knowledge base and help improve team performance metrics.
- Work additional hours during peak monthly processing periods, typically the 5th to the 20th of each month.
- Complete other related duties and projects as assigned. Required Qualifications
- Bachelor’s degree in accounting, commerce or business, or relevant experience in the same field.
- 12+ years of related experience in tax compliance, preferably US sales and use tax.
- Expert-level knowledge across multiple tax compliance areas, recognized as a subject matter expert.
- Proficiency in Excel, Microsoft 365 and indirect tax returns software.
- Prior experience mentoring or leading teams.
- Ability to use technology to create or improve efficiencies and automation tools.
- Solid attention to detail, with the ability to work under tight monthly deadlines.
- Clear written and verbal communication skills. Preferred Qualifications
- MBA or CMI (Certified Member of the Institute).
- IPT Advanced Tax School or equivalent.

📌 Principal Tax Specialist (Hyderabad)
🏢 Embarkgcc Services
📍 Hyderabad