Tax and Compliance Specialist - REMOTE

We’re seeking a detail-oriented Tax and Compliance Specialist to oversee our state and local tax compliance and filings, manage our registered entity reporting, and assist the accounting team with other projects related to tax, entity, and contract management. E Source is a high-growth, private equity-backed research, consulting, and data science company in the energy and utility sector with both strong organic momentum and an aggressive acquisition strategy.

As our Tax and Compliance Specialist, you’ll be stepping into a high-performing environment with a commitment to innovation. This is a newly created role that requires someone who is willing to take the reins and shape the company’s processes and procedures to manage compliance and reduce risk. There’s opportunity for the role to develop and expand as the company continues to grow and experiences new challenges. We’re looking for someone who is excited to make this role their own, someone with exceptional organization and strategic vision.

A Little About E Source

E Source combines industry-leading research, data science, and consulting to help utilities make and implement better data-driven decisions that positively impact their customers, their bottom line, and our planet. Headquartered in Boulder, CO, we have teams across the US and Canada. Learn more at

www.esource.com

.

How You’ll Help

- Tax compliance

- Maintain expertise in the following tax areas:

- State and local tax (SALT)

- Sales and use tax

- Business personal property tax

- Canadian GST/HST and RST tax

- Federal and state income tax

- Canadian income tax (Treaty and T2 returns)

- R&D tax credits

- This new role will lead the implementation of Avalara or similar SALT software. This includes, but is not limited to, evaluating service providers, coordinating with external parties, compiling timely and accurate data, ensuring proper connection with NetSuite and other accounting software, and ultimately overseeing successful implementation.

- Maintain the new SALT software system after implementation is complete.

- Stay up to date with all relevant tax regulations and coordinate with external tax advisors to prepare and file returns in accordance with regulatory deadlines.

- Manage registrations in relevant jurisdictions based on contract reviews and maintain tax tables in NetSuite.

- Develop tracking tools to maintain and document important tax return information.

- Contract oversight and management

- Ensure contractual, financial, and legal compliance across all customer, vendor, contractor, and subcontractor agreements, while also monitoring adherence to organizational policies and regulatory requirements.

- Maintain a centralized repository of all contracts and amendments.

- Track key contract milestones, deliverables, and renewal dates.

- Work with market unit leads and the sales support team on customer contract needs like redlining MSAs, reviewing contract revisions from customers, ensuring compliance with RFP commitments, and so on.

- Maintain current customer data in NetSuite.

- Risk management and compliance monitoring

- Maintain business licenses and registrations, working with CT Corporation and other registered agents.

- Monitor compliance with contract requirements, such as contract diversity thresholds, insurance coverages, use of subcontractors, and so on.

- Develop and implement risk-mitigation strategies and controls related to contract execution, regulatory compliance, and customer obligations.

- Stakeholder collaboration

- Partner with project managers, sales support, and finance teams to ensure contracts align with operational capabilities and strategic goals.

- Serve as a liaison between internal teams and external clients and vendors, including external counsel.

- Develop and deliver training programs to internal teams on contract compliance best practices and updates to regulatory requirements.

- Support due diligence and integration activities for acquisitions as needed.

What Will Make You a Great Fit

- Bachelor’s degree in Business Tax, Law, Finance, or a related field.

- 5+ years of experience in tax, contract management, legal, or compliance, preferably in a consulting or energy or utilities environment.

- Experience with implementing Avalara or similar SALT software.

- Familiarity with private equity-backed business operations and reporting requirements.

- Ability to assess risk, implement solutions, and develop the framework for this new role with exceptional attention to detail, analytical skills, and organizational abilities.

- Experience with NetSuite, Salesforce, or similar systems.

What You Can Expect

- Excellent insurance options, including medical, dental, and vision plans; company-paid life insurance; company-paid long- and short-term disability insurance; and medical and dependent-care flexible spending plans.

- A flexible time off (FTO) program where you can take as many paid days off per year as they need, with manager approval, while fulfilling their work obligations and ensuring proper coverage of their responsibilities.

- Flexible schedules, flexible work locations, and a paid parental leave benefit.

- A 401(k)/RRSP plan with a 3% employer match.

The Budgeted Salary For This Position Is

- $70,000 - 80,000 USD + annual bonus

Actual pay will be adjusted based on experience.

Applicants must be authorized to work for any employer in the US or Canada. We’re unable to sponsor or take over sponsorship of employment visas or Labour Market Impact Assessments (Cdn) at this time.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Employees of E Source are encouraged to apply. To foster a positive work environment and company culture, we support our employees in their career growth at E Source. If you are interested in similar job opportunities in the future, visit the E Source careers page for a listing of all open positions and contact Human Resources.

We contact applicants directly via email using only our designated company email addresses with the domain of @esource.com. Please do not provide personal information to anyone over email and be wary of other accounts impersonating businesses.