Consultant, Exemption Certificate Solutions

Ryan•Dallas, TX

1d•$62,000 - $80,850•Hybrid

About The Position

The Exemption Certificate Management (“ECM”) Consultant performs sales and use tax exemption certificate collection, validation, storage, and reporting for Ryan clients. The ECM During the performance of his or her duties, the ECM Consultant will be required to exercise regular discretion and independent judgement based on his or her familiarity with multistate sales and use tax exemption certificate laws, regulations, and publications. Further, the ECM Consultant will be required to make decisions about sales and use tax certificates by first comparing and evaluating possible courses of action after considering various possibilities. The ECM Consultant will also interact with all levels of the team (Consultants, Managers, and Principals) and will frequently correspond with clients via email and telephone while performing his or her duties. Duties and responsibilities, as they align to Ryan’s Key Results People: Create a positive team member experience. Client: Consults and advises clients on exemption certificate requirements and necessary remediation steps. Corresponds with Ryan client customers regarding various exemption certificates matters Utilizes ControlPoint software for retrieval and evaluation of exemption certificates. Integration of ControlPoint technology into client processes. ControlPoint training for clients as needed. Value: Using ControlPoint Exemption Certificate Management Software, the ECM Consultant will perform the following duties: Ensures effective onboard process for new exemption certificate outsource clients Develops and implements continuous process improvements regarding exemption certificate collections, validations and reporting. Prepares end to end exemption certificate collection, validation, and reporting process narratives and diagrams showing the compliance process flow. Evaluates jurisdictional statutes and determines validity of exemption certificate Strong communication and people skills required to convey conclusions and decisions to clients with finesse and professionalism. Corresponds with Ryan clients to explain the status of exemption certificates (e.g., valid, missing, wrong form, no signature, no registration number). Generates daily, weekly, monthly, and annual reports on exemption certificate review activity Demonstrates sound understanding and knowledge of multi-state sales and use tax exemption certificate laws Performs exemption certificate requirements research Prepares and updates agendas for client and team status calls Provides support for client billings Other duties as requested.

Requirements

Bachelor’s Degree or equivalent, and up to 3 years of government compliance experience.
In lieu of a Bachelor’s Degree, the position requires 10 years of experience with government compliance related matters.
To perform this job successfully, an individual must have intermediate skills in Microsoft® Word, Excel, and familiarity with PowerPoint, Outlook; and Internet navigation and research.
Valid driver’s license required.

Responsibilities

Consults and advises clients on exemption certificate requirements and necessary remediation steps.
Corresponds with Ryan client customers regarding various exemption certificates matters
Utilizes ControlPoint software for retrieval and evaluation of exemption certificates.
Integration of ControlPoint technology into client processes.
ControlPoint training for clients as needed.
Ensures effective onboard process for new exemption certificate outsource clients
Develops and implements continuous process improvements regarding exemption certificate collections, validations and reporting.
Prepares end to end exemption certificate collection, validation, and reporting process narratives and diagrams showing the compliance process flow.
Evaluates jurisdictional statutes and determines validity of exemption certificate
Strong communication and people skills required to convey conclusions and decisions to clients with finesse and professionalism.
Corresponds with Ryan clients to explain the status of exemption certificates (e.g., valid, missing, wrong form, no signature, no registration number).
Generates daily, weekly, monthly, and annual reports on exemption certificate review activity
Demonstrates sound understanding and knowledge of multi-state sales and use tax exemption certificate laws
Performs exemption certificate requirements research
Prepares and updates agendas for client and team status calls
Provides support for client billings
Other duties as requested.