Tax Permits & Excemptions Analyst

We are seeking a detail-oriented and experienced professional to manage the full lifecycle of business licenses, permits, and exemption certificates across multiple jurisdictions. This role ensures compliance with federal, state, and local requirements, leverages automated tax compliance tools, and uses CRM systems to track workflows, requests, and documentation. The ideal candidate has strong organizational skills and a proven ability to streamline processes to minimize compliance risk and audit exposure.

License & Permit Management

• Maintain an accurate inventory of all active business licenses and permits across locations and jurisdictions
• Coordinate new license applications, renewals, and amendments with internal teams and external agencies
• Track expiration dates and proactively initiate renewals to ensure uninterrupted compliance
• Ensure all license and permit records are properly stored and easily retrievable for audit purposes

Exemption Certificate Administration

• Oversee collection, validation, and maintenance of customer exemption certificates in compliance with state and local laws
• Utilize compliance software to manage and monitor exemption documentation and automate renewal notifications
• Coordinate with sales and customer service teams to ensure exemption status is up to date before transactions are processed

System Administration

• Configure and maintain tax calculation, reporting, and exemption management systems to support compliance efforts
• Troubleshoot tax calculation errors and collaborate with IT/Finance to resolve data issues
• Generate compliance and audit reports for internal and external review

CRM Process Integration

• Build and maintain workflows for license, permit, and exemption requests
• Track status of approvals, escalations, and customer-facing communications
• Integrate compliance and CRM data to improve accuracy and reduce duplicate work

Compliance & Audit Support

• Serve as primary contact for internal and external audits related to licensing, permitting, and exemptions
• Maintain detailed records to support compliance with state and local regulatory requirements
• Identify and address potential compliance risks proactively

Process Improvement & Reporting

• Develop SOPs and compliance checklists for license and exemption processes
• Create dashboards and reports to track renewal cycles, pending applications, and exemption expiration
• Recommend and implement automation or workflow improvements to reduce processing time

Qualifications

• 1 year of experience managing business licenses, permits, and/or exemption certificates
• Proven experience using tax compliance and CRM platforms in a compliance or tax-related function
• Strong knowledge of federal, state, and local licensing and tax exemption requirements
• Strong communication skills with cross-functional teams and external agencies