Tax Analyst Accountant at Ooma

Sunnyvale, California, United States

Ooma Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Telecommunications, TechnologyIndustries

Requirements

  • Bachelor’s degree in accounting or finance
  • Over 5 years of progressive experience in U.S. multi-state sales/use tax compliance and Canadian GST/HST/PST
  • Proven background in indirect tax roles with hands-on responsibility for tax compliance, reporting, and accounting for indirect taxes
  • Strong analytical and tax research skills with the ability to interpret and apply complex tax laws and regulations
  • Proficient in Microsoft Excel (Pivot Tables, VLOOKUP, Formulas) and Microsoft Access for data analysis and reporting
  • Experience working with NetSuite and SureTax or similar tax rating and compliance systems
  • Demonstrated ability to work collaboratively across departments, including Finance, Legal, and IT, to ensure compliance and resolve tax issues
  • Excellent verbal and written communication skills with the ability to explain tax concepts clearly to non-tax professionals
  • Skilled at managing multiple tasks and competing deadlines in a fast-paced environment
  • Adaptable, self-motivated, and detail-oriented with a continuous improvement mindset

Responsibilities

  • Manage the full indirect tax compliance cycle, including preparation and review of U.S. sales/use tax, telecom, and Canadian GST/HST/PST returns, along with supporting workpapers and payment documentation
  • Collaborate with third-party service providers to ensure timely and accurate filing of all indirect tax returns
  • Maintain and update tax codes in SureTax, ensuring the accuracy of tax calculations for sales/use, telecom, and Canadian taxes across systems and documentation
  • Reconcile monthly indirect tax-related general ledger accounts, resolving discrepancies promptly
  • Manage tax exemption certificates and oversee compliance with applicable documentation requirements to support audit readiness
  • Support indirect tax audits and refund filings; prepare documentation and responses to inquiries from tax authorities
  • Contribute to special projects and cross-functional initiatives, delivering tax insights and data analysis as needed
  • Identify process improvement opportunities or tax-saving strategies; develop and implement solutions to optimize tax compliance and reduce liabilities
  • Monitor changes in indirect tax legislation (U.S. and Canada), assess potential business impacts, and update internal procedures accordingly

Skills

Key technologies and capabilities for this role

SureTaxSales and Use TaxTelecom TaxesGST/HSTPSTGeneral Ledger ReconciliationTax Exemption CertificatesIndirect Tax ComplianceVAT

Questions & Answers

Common questions about this position

What salary can I expect for the Tax Analyst Accountant role?

This information is not specified in the job description.

Is this Tax Analyst Accountant position remote or office-based?

This information is not specified in the job description.

What experience and skills are required for the Tax Analyst Accountant role?

Candidates need a Bachelor’s degree in accounting or finance with over 5 years of progressive experience in U.S. multi-state sales/use tax compliance and Canadian GST/HST/PST, proven background in indirect tax compliance and reporting, and strong analytical and tax research skills.

What is the company culture like at Ooma?

Ooma empowers people to connect in smarter ways through cloud-based communication platforms, helping small businesses, larger companies, and home users with accessible, competitively priced technology.

What makes a strong candidate for the Tax Analyst Accountant position?

A strong candidate is detail-oriented and analytical, with hands-on experience managing indirect tax compliance across U.S. and Canadian jurisdictions, proficiency in tax systems like SureTax, and the ability to identify process improvements.

Ooma

VoIP communication solutions for homes and businesses

About Ooma

Ooma provides communication solutions through Voice over Internet Protocol (VoIP) technology for both residential and business customers. For homes, Ooma offers devices like the Ooma Telo, which connects to the internet and existing phone lines, allowing users to make voice calls with features such as voicemail, caller ID, and 911 service at lower costs than traditional phone services. For businesses, Ooma has the Ooma Office product line, which includes features like virtual receptionists and mobile app integration, designed for small and medium-sized enterprises. Ooma's business model includes selling hardware devices with a one-time cost, followed by subscription plans for additional services, ensuring a steady revenue stream. The company's goal is to provide affordable and user-friendly communication solutions that meet the needs of both residential and business clients.

Sunnyvale, CaliforniaHeadquarters
2004Year Founded
$92.8MTotal Funding
IPOCompany Stage
Consumer Software, Enterprise SoftwareIndustries
501-1,000Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Commuter Benefits
401(k) Retirement Plan
401(k) Company Match
Employee Stock Purchase Plan
Paid Vacation
Employee Assistance Program

Risks

Emerging VoIP providers offering cheaper services threaten Ooma's market share.
Rapid POTS phase-out invites competition from alternative tech solutions.
Ooma's hardware reliance may be challenged by software-only competitors.

Differentiation

Ooma offers a unique POTS replacement solution with its AirDial product.
The company provides both residential and business VoIP services, catering to diverse needs.
Ooma's hardware and subscription model ensures a steady revenue stream.

Upsides

Growing demand for POTS replacement boosts Ooma's AirDial market potential.
Partnerships with Carahsoft and 3Phase expand Ooma's reach in key sectors.
Recognition from PCMag enhances Ooma's reputation, attracting more business customers.

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