Accounts Receivable & Tax Analyst

F. Schumacher & Co.•New York, NY

37d•$50,000 - $55,000

About The Position

Our Finance department is looking to add a dynamic AR & Tax Analyst to the Accounts Receivable team. This multi-functional role requires the ability to work quickly and wear many hats while meeting deadlines and goals. This position will report to the Senior AR & Tax Analyst. We are looking for someone with a genuine interest in finance, customer service, and design. The right candidate will thrive in our fun and fast-paced environment.

Requirements

Bachelor’s degree in Finance or Accounting
Excellent communication skills, both verbal and written
Passion for providing the best customer experience
Proficiency in MS Windows and Office suite, including Excel and Outlook
Ability to handle multiple tasks and change direction based on business needs
High attention to detail and high level of accuracy
Highly organized and exceptional follow-through skills
Ability to problem solve
Comfortable working across multiple systems
High level of ownership, accountability and initiative

Nice To Haves

Experience in an Accounts Receivable or Tax role preferred
Experience with Microsoft Dynamics GP and/or Salespad is a plus
Experience with Avalara is a plus

Responsibilities

Be a member of the Accounts Receivable Team, reporting to the Senior AR & Tax Analyst
Answer calls from customers regarding invoice and payment inquiries
Monitor a shared inbox for the Accounts Receivable team
Monitor a shared inbox for tax requests
Communicate with customers via phone and email to collect on past due balances
Send invoices and statements via email to customers
Process credit card payments for customers
Process tax credits for customers
Review and upload sales tax resale certificates from customers
Research customer accounts with aged invoices, unapplied payments, and open credits and create solutions to correct those accounts
Partner with sales team to resolve sales order issues, such as tax validations, outstanding balances, and delivery issues
Respond to and manage all inquiries in a timely and professional manner, ensuring accuracy of information
Demonstrate passion for excellence in providing the best customer experience
Assist with additional projects and reporting as needed