Tax Processing Specialist III
- Prepare Clients' sales and use tax returns for the time sensitive SUT compliance cycle. This will include:
- Communicate frequently with Client contacts via phone and e-mail
- Review Client tax data for accuracy, investigate questionable data and take corrective action when necessary
- Properly format and import monthly tax data to Vertex Indirect Tax Returns software
- Review and reconcile SUT returns using established best practices
- Confirm Client approvals and process and requested revisions
- Collaborate with other staff to complete the submissions returns and payments
- Timely initiate electronic filings and payments
- Prepare and maintain monthly client tax compliance reports
- Track and respond to notices from taxing jurisdictions, ensuring proper documentation and timely resolution
- Prepare and submit sales tax registrations on behalf of clients
- Reconcile bank activity for assigned clients
- Exercise significant and independent professional judgment to resolve more complex tax reporting problems
- Participate in new client implementations and successfully transition clients to other staff members with appropriate training
- Assist with special projects and new hire training.
- Lead or participate in projects or other duties to support the business
- Ability to accommodate additional hours as needed during the monthly peak processing period, which is between the 5th and the 20th of each month
- Returns volume supported expanding to approximate 600 returns per month within (6) months with moderate to complex client complexity
- Assist with new client onboarding
- Assist with new hire training
- Work independently after (3) months
- Participates in projects and performs other duties as assigned.
SUPERVISORY RESPONSIBILITIES: - N/A
- Specific knowledge of multi-state tax preparing software and preparation of monthly SUT returns
- Proficient in Microsoft Outlook, Word and Excel
- Excellent oral and written communication skills and interpersonal skills
- Must be detailed oriented and have strong organizational skills
- Must be a self-starter, able to operate under minimum supervision
- Demonstrate customer focused mentality, and be a team player
- Must be able to adhere to tight monthly deadlines, with strong time management and organizational skills
- Strong diplomacy skills are required
- Ability to develop and apply professional concepts to resolve issues with moderate to significant scope.
- Exercise independent judgement on new projects or assignments.
- Possess strong interpersonal skills to build productive internal/external working relationships.
- Bachelor's degree in accounting, finance or similar required.
- Six (6) plus years of sales & use tax compliance experience.
- Or equivalent combination of education and/or experience.
- Communicate with Clarity - Be clear, concise and actionable. Be relentlessly constructive. Seek and provide meaningful feedback.
- Act with Urgency - Adopt an agile mentality - frequent iterations, improved speed, resilience. 80/20 rule - better is the enemy of done. Don't spend hours when minutes are enough.
- Work with Purpose - Exhibit a “We Can” mindset. Results outweigh effort. Everyone understands how their role contributes. Set aside personal objectives for team results.
- Drive to Decision - Cut the swirl with defined deadlines and decision points. Be clear on individual accountability and decision authority. Guided by a commitment to and accountability for customer outcomes.
- Own the Outcome - Defined milestones, commitments and intended results. Assess your work in context, if you're unsure, ask. Demonstrate unwavering support for decisions.
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