Analyst-Sales Tax (On-Site)

Neumo Holdings LLC•Fresno, CA, Fresno, CA, US, CA

4d•$25 - $27•Onsite

About The Position

Performs various data analysis and research for client jurisdictions to identify possible misallocation of payments for local sales and transaction taxes. Work will include communication with businesses to discuss payment transactions and business activity details.

Requirements

3-5 years’ experience in accounting, bookkeeping, audit, customer service, or data analysis
Strong computer skills, including Word, Excel, Internet, and proprietary software
Strong research and analytical skills
Strong communication skills, both orally and in writing
Self-driven and curious with ability to review data, find leads, pursue leads, and document them in order to ultimately generate revenue for the client and the company

Nice To Haves

Knowledge of sales and use tax is beneficial, but not required

Responsibilities

Assist in the review and analysis of various data to develop leads for misallocated sales tax based on data from the California Department of Tax and Fee Administration (CDTFA).
Monthly review of sales tax permit and payment reports to identify anomalies (either no payment and/or an increase/decrease) and potential misallocations, thus generating leads for further investigation.
Coordinate with senior audit staff to confirm if there was an error and obtain required information and documentation from the business taxpayer, as applicable.
Contact businesses/tax preparers, when necessary, to discuss potential reporting misallocation and/or deficiency of sales tax payments.
Prepare written documentation of the facts of the sales tax transaction which serves as the basis for a misallocation petition to the state CDTFA.