Tax Associate - Sales

AAON, Inc.•Tulsa, OK

29d•Onsite

About The Position

The Sales Tax Associate I is responsible for supporting the company’s tax function by preparing workpapers and reports for sales tax returns, preparing and filing simple sales tax returns, maintaining sales tax exemption files for customers and vendors, and maintaining business licenses.

Requirements

Bachelor’s degree in accounting, business, or a related field, or equivalent relevant experience
2+ years of experience with corporate sales tax, manufacturing exemptions, or related analytical role
Detail-oriented and organized
Proficient knowledge and use of Microsoft Office Suite, especially Excel
Ability to connect with team members and work cohesively
Flexibility with work responsibilities
High ownership mindset
Ability to manage multiple tasks and priorities in a fast-paced environment
Frequent use of computer systems for analysis and reporting
Ability to sit for extended periods and work with detailed information

Nice To Haves

Manufacturing company and/or public company experience is a plus

Responsibilities

Prepare audit-ready worksheets and workpapers for tax documentation
Prepare workpapers for review at least a week before filing due date
Stay on top of day-to-day responsibilities to not get behind and create a backlog
Keep track of larger project deadlines to stay on target
Follow up on email requests for information to keep projects moving
Maintain and respond to emails and/or Teams messages in a timely manner
Answer inquiries from within the accounting department and other departments
Facilitate communication with third parties as needed
Update and maintain standard operating procedures for all assigned responsibilities
Research tax issues as needed
Provide support on additional projects within the tax department as needed
Assist other tax department members as necessary to cover deadline requirements
Assist with preparation of sales/use tax returns and payments monthly, quarterly, annually
Prepare and maintain audit-ready workpapers for sales tax returns that tie to the general ledger
Assist with answering questions about sales and purchase exemption documentation
Answer questions about taxability of sales and purchases as needed
Prepare debit and credit memos as needed for sales tax corrections
Prepare and maintain scanning of exemption documentation
Periodically review state sales tax requirements for maintaining deadlines and discounts
Review company invoices to document sales states as needed
Coordinate with CTCorp for SOS filings and renewals
Maintain and prepare business license renewals
Prepare annual updated POA’s and W-9’s for tax department
Review annual subscriptions and document for timely check requests and amounts
Prepare any tax mail for certified mailing
Open and distribute all incoming tax mail to members of the tax team
Compile paper files as needed annually for preparing boxes for storage