Tax Specialist

Faith Technologies•Menasha, WI

11d•Onsite

About The Position

The Tax Specialist is responsible for the organization's tax functions. The ideal candidate must be proficient in the use of a PC and Microsoft Office Suite, have Viewpoint software experience and have knowledge of sales/use tax process and the ability to effectively research as needed.

Requirements

Associate Degree in Accounting
2 to 4 years of finance and tax experience, specifically in sales/use tax
Proficient in the use of a PC and Microsoft Office Suite
Viewpoint software experience
Knowledge of sales/use tax process
Ability to effectively research as needed

Responsibilities

Performs research on sales & use tax laws and compliance utilizing state & local websites and research tools.
Maintains accurate tax information on initial job startups and makes updates as tax changes arise.
Processes new project startups and maintains project master data.
Assists with the preparation of sales/use tax returns.
Assists with sales/uses tax audits, if applicable.
Assists with preparing monthly reconciliations of sales/use tax general ledger accounts.
Prepares tax exempt certificates.
Responsible for business license registration.
Prepares annual state filings.
Obtains tax exemption certificates from customers and maintain exemption certificate listing.
Handles customers questions regarding sales and use taxes.
Maintains no tax vendors list and performs self-assessment of taxes on a quarterly basis.
Creates and maintains tax filing spreadsheets for various states.
Amends state tax returns as needed.
Maintains HQ tax code listing with updates and additions as needed.
Creates posting of sales tax due to the appropriate states on Excellerate transactions.
Demonstrates the ability to plan for, complete, and implement assignments and responsibilities in a timely manner.
Demonstrates an acceptance of the company culture (adhere to the company's core values) and an adoption of professional standards.
Demonstrates approachability and ability to collaborate with others and effectively influence.
Continuous process improvement of current duties.
Performs other related duties as required and assigned.