Senior Accountant, Sales Tax

Weisiger Group • Charlotte, NC

6d • Onsite

About The Position

Join the Weisiger Group Team. As a family-owned company under our fourth generation of leadership, we have built our business based on the principles of trust, integrity, and a desire to help our customers and employees succeed. Since 1926, we’ve supported the strength of our communities by supplying equipment for critical infrastructure and commerce, and by funding programs that advance social and economic vitality. Being around for nearly 100 years means we change and pivot to capture opportunities and avoid challenges. We make smart investments in our company and continuously improve as part of our vision to be a trailblazing company that’s built to last. We’re looking for hard-working, team-oriented professionals who enjoy working on new challenges every day. We believe our employees are the key to our success, and we’re committed to providing a work experience that helps our team grow to their full potential. Join a leading solutions provider and be a part of a group of highly skilled technicians, sales and support team members who exist to serve as a trusted partner to our customers, communities, and fellow employees.

Requirements

• Bachelor’s degree from four-year college or university; and
• Two plus years’ related experience and/or training; or equivalent combination of education and experience
• Microsoft Office (Word, Excel, Outlook and PowerPoint)
• SAP
• Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
• Ability to write reports, business correspondence, and procedure manuals.
• Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
• Ability to apply concepts of basic algebra and geometry.
• Ability to identify cause-effect relationships and interrelated business activities.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where limited standardization exists.
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Nice To Haves

• Vertex Experience is a plus
• Certified Public Accountant (CPA) candidate preferred

Responsibilities

• Prepare and submit all filings for each entity and jurisdiction as required in accordance with sales tax rules and regulations.
• Manage customer exemptions and setup in Vertex to ensure proper certificates are on file and proper exempt status is maintained in software applications throughout Weisiger Group subsidiaries.
• Perform a quarterly review of exempt transactions to ensure transactions classified as exempt have underlying support in the event of an audit.
• Develop and administer a process for periodic customer campaigns to request updated information.
• Work with operations and credit team to answer questions and resolve billing disputes and issues as it relates to sales tax and other miscellaneous taxes (i.e. heavy equipment tax, etc.).
• Review all use tax accounts monthly for accuracy for all amounts accrued by AP. Including pulling invoices for all amounts accrued over our threshold, reviewing if use tax should be accrued for invoice, and reversing all entries that are not correct.
• Perform a quarterly review of accounts known to be problematic for use tax and accrue as needed.
• Reconcile all sales and use tax accounts monthly in clear, concise manner utilizing SAP and Vertex
• Make all monthly entries for Sales Tax Reserve for all entities. Prepare Sales Tax Reserve accrual workpapers review with Senior Manager to ensure accurate reserve is recorded.
• Coordinate any indirect tax audits including sales tax, excise tax, and heavy equipment tax.
• Review sales by jurisdiction monthly and register for new sales & use tax filing obligations, business license applications, or other miscellaneous taxes that may apply for Weisiger Group and its subsidiaries to comply with laws in applicable states or local jurisdictions. Prepare applications any subsidiary needed and make available for senior manager review.
• Prepare returns and submit payment quarterly for all heavy equipment tax filings. Prepare annual applications for Heavy Equipment tax.
• Remit excise tax deposits semimonthly. Prepare and mail excise tax return quarterly, including saving down all invoices and obtaining calculation support from operations if needed.
• Utilize Alteryx and Claude as needed for maintaining current workpapers used and develop additional automated workflows to improve efficiencies
• Actively participate in LiftOne Vertex Use Tax Implementation.
• Support Vertex Use Tax integrations and future ERP upgrades and implementations. Depending on candidate’s skill set, opportunity for being the Team Lead for all current and future Vertex integrations and upgrades.
• Actively participate in workshops, make recommendations and be champion for change management to lead trainings for impacted users (i.e. credit team and coordinators)
• Other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior