Tax Assistant (Part Time)
About The Position
The Tax Assistant is responsible for supporting the Sales and Use Tax function by ensuring accurate maintenance of exemption certificates, assisting with compliance activities, and supporting various tax-related projects. This role plays a critical part in maintaining audit readiness, reducing tax risk, and ensuring the integrity of tax data within systems such as Avalara CertCapture and ERP platforms. The Tax Assistant will work closely with the Tax Manager and cross-functional teams to support ongoing compliance, process improvements, and special projects. This is a temporary role for 3-6 months. This timeframe may be extended, depending on the scope of the projects. This position directly contributes to the financial health, risk management, and sustainable growth of Avante Health Solutions. The identification of Essential Job Functions does not display an exhaustive list of all duties that may be assigned to this position, nor does it restrict the related work that may be assigned to this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Requirements
- 1–2 years of experience in Sales and Use Tax and multi-jurisdictional states, accounting, or related field required
- Experience with exemption certificates and sales and use tax compliance processes required
- Proficiency in Microsoft Office Suite (Excel, Outlook, Word, Teams)
- Ability to navigate ERP systems and tax software
- Ability to research and interpret basic tax documentation
- Strong written and verbal communication skills
- Ability to communicate effectively with internal teams and external customers
- Customer-service mindset with the ability to request and follow up on exemption documentation
- Ability to calculate basic figures and analyze data for discrepancies
- Ability to identify issues, gather information, and support resolution of tax-related items
- Ability to maintain a high level of accuracy and attention to detail
- Strong organizational and time management skills with the ability to meet deadlines
- Ability to handle confidential information with discretion
- Dependable, flexible, and able to work in a team-oriented environment
Nice To Haves
- Associate’s or Bachelor’s degree in Accounting, Finance, or related field preferred
- Experience with tax software such as Avalara CertCapture, AvaTax, or similar systems (Acumatica) preferred
- Experience with SharePoint or document management systems preferred
Responsibilities
- Log into state and vendor portals monthly to review and download tax notices, letters, and correspondence
- Maintain and manage exemption certificates
- Review customer accounts to ensure valid exemption certificates are properly applied before completing credit memos
- Support Sales and Use Tax compliance activities, including: Assisting with credit memo backlog related to sales tax, Researching and resolving short-paid invoices
- Assist with Secretary of State and business license filings
- Assist in developing and updating training manuals and documentation
- Participate in and support departmental training initiatives
- Assist with data cleanup, process improvements, and special tax-related projects
- Collaborate with internal departments to ensure accuracy of tax-related data
- Maintain organized electronic records in SharePoint and internal systems
- Assist with other month-end or compliance-related activities as needed
- Perform other duties as assigned
Benefits
- Commitment to a respectful and purposeful work environment
- Opportunity for advancement within the organization
- Promotes a diverse workforce and does not discriminate
- Encourages all employees and applicants who meet the position requirements to apply for advancement
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
Associate degree
