Role Description
The State and Local Tax Indirect Tax Accounting Specialist specializes in monthly state sales and use tax compliance. Routine activities include:
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Reviewing and uploading data for sales tax compliance
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Preparing, filing, and remitting sales tax returns
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Following up on state notices
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Creating deliverables for sales tax compliance work
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Occasional bookkeeping functions with reconciliation of sales tax payable accounts
Familiarity with multi-state sales tax compliance is mandatory, and familiarity with basic accounting procedures is preferred. Regular interaction with clients to provide assistance and training based on client sales tax needs, as directed by the manager.
Responsibilities
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Obtaining, reviewing, and formatting data for monthly sales tax compliance
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Uploading data into Avalara Returns for Accountants software
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Preparing and filing returns, and remitting payments either manually or electronically, depending on state requirements
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Escalating sales tax calculation errors to reviewer
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Preparing client deliverables
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Managing client filing calendars, adjusting frequency changes in systems and calendars
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Reviewing state portals for notices and other alerts from the state
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Identifying potential additional services to benefit current clients
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Providing basic reconciliation services or accounting journal entries related to sales tax filings
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Assisting with other large data wrangling needs for the State and Local tax department
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Other duties as assigned
Qualifications
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High School diploma or G.E.D. required
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Associates or Bachelorβs degree in accounting or comparable accounting and bookkeeping experience preferred
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Experience with QuickBooks preferred
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Must have previous knowledge and experience with multi-state sales and use tax filing practices and procedures
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Previous experience with Avalara or Vertex sales tax systems is preferred but not required
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Advanced knowledge of Microsoft Office applications, especially Excel and Co-pilot
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Ability to maintain confidentiality of firm and client information
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Data entry skills and high attention to detail
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Effective oral and written communication skills
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Client service oriented
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Able to perform several tasks concurrently with ease and professionalism
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Excellent organizational and time management skills
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Ability to work well with others and learn from them
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Maintain a positive attitude
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Willing to adapt to continuous process improvement and changes in technology
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Travel for training purposes as necessary
Benefits
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Health Care Plan (Medical, Dental & Vision)
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Retirement Plan (401k with 3% contribution)
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Life Insurance (Basic, Voluntary & AD&D)
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Family Leave (Maternity, Paternity)
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Short Term & Long Term Disability
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Training & Development
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'Work From Anywhere' Option
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Wellness Resources
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Four (4) weeks PTO
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Twelve (12) paid holidays, of which three (3) are floating holidays