Tax Processing Associates & Specialists

Vertex•King of Prussia, PA

14d

About The Position

This position performs a wide range of sales and use tax (SUT) compliance functions in a team-based, collaborative environment. Understand various business entities (retail, service, manufacturing, leasing, etc.) and the related SUT compliance details involved. Accountable for the accuracy, integrity, and timely filing of the client’s returns and payments. Responsible for building and maintaining client relationships by acting as the dedicated specialist.

Requirements

Specific knowledge of multi-state tax preparing software and preparation of monthly SUT returns
Proficient in Microsoft Outlook, Word and Excel
Excellent oral and written communication skills and interpersonal skills
Must be detailed oriented and have strong organizational skills
Must be a self-starter, able to operate under minimum supervision
Demonstrate customer focused mentality, and be a team player
Must be able to adhere to tight monthly deadlines, with strong time management and organizational skills
Strong diplomacy skills are required
Ability to develop and apply professional concepts to resolve issues with moderate to significant scope.
Exercise independent judgement on new projects or assignments.
Possess strong interpersonal skills to build productive internal/external working relationships.
Bachelor’s degree in accounting, finance or similar required.
Six (6) plus years of sales & use tax compliance experience.
Or equivalent combination of education and/or experience.

Responsibilities

Prepare Clients’ sales and use tax returns for the time sensitive SUT compliance cycle.
Communicate frequently with Client contacts via phone and e-mail
Review Client tax data for accuracy, investigate questionable data and take corrective action when necessary
Properly format and import monthly tax data to Vertex Indirect Tax Returns software
Review and reconcile SUT returns using established best practices
Confirm Client approvals and process and requested revisions
Collaborate with other staff to complete the submissions returns and payments
Timely initiate electronic filings and payments
Prepare and maintain monthly client tax compliance reports
Track and respond to notices from taxing jurisdictions, ensuring proper documentation and timely resolution
Prepare and submit sales tax registrations on behalf of clients
Reconcile bank activity for assigned clients
Exercise significant and independent professional judgment to resolve more complex tax reporting problems
Participate in new client implementations and successfully transition clients to other staff members with appropriate training
Assist with special projects and new hire training.
Lead or participate in projects or other duties to support the business
Ability to accommodate additional hours as needed during the monthly peak processing period, which is between the 5th and the 20th of each month
Returns volume supported expanding to approximate 600 returns per month within (6) months with moderate to complex client complexity
Assist with new client onboarding
Assist with new hire training
Work independently after (3) months
Participates in projects and performs other duties as assigned.