Tax Accountant
Role description
From the employerPosition Summary
The Tax Accountant is responsible for supporting sales and use tax compliance
across a multi-state environment. This position supports the company’s indirect
tax compliance activities, focusing on preparing tax filings, managing exemption
certificates, and ensuring accurate tax reporting and compliance with applicable
regulations. The role focuses heavily on data gathering, basic return
preparation, administrative support, and learning tax systems and processes. The
Tax Accountant works closely with the Tax Manager and team to gain exposure to
multi state compliance, tax audits, and process improvements. This role
requires strong attention to detail, organization, and the ability to manage
high-volume transactional data.
Essential Responsibilities & Expectations
- Assist with the preparation, review, and filing of sales and use tax returns
across multiple states and local jurisdictions, ensuring timely and accurate
compliance with filing requirements
- Extract, validate, and analyze transaction data and reports from ERP systems,
tax engines, and reporting tools to support sales and use tax compliance,
reporting, and return preparation
- Perform data quality reviews and compliance testing to identify tax
calculation issues, incorrect tax treatments, missing tax codes, exemption
documentation deficiencies, and other reporting discrepancies, and assist in
their resolution
- Monitor tax rate and regulatory changes and assist with maintaining tax
tables, jurisdiction assignments, and system configurations to support
accurate tax calculations
- Administer exemption and resale certificate programs, including collection,
validation, renewal tracking, compliance review, secure storage, and
coordination with customers and internal stakeholders to maintain current
documentation
- Support sales and use tax audits by gathering exemption certificates,
transaction records, reconciliations, and other supporting documentation
requested by auditors or taxing authorities
- Ensure compliance with established internal controls, company policies, and
tax compliance procedures
- Partner with Sales, Accounts Receivable, Customer Service, and Operations
teams to ensure exempt customer accounts are properly documented and
maintained
- Prepare and post journal entries related to sales and use tax activity,
including accruals, adjustments, and other tax-related transactions
- Assist in account reconciliations and analysis related to sales tax payable,
use tax accruals, tax clearing accounts, and other tax-related balances
- Identify opportunities to improve data quality, operational efficiency,
reporting accuracy, and compliance processes through process enhancements and
technology solutions
- Assist in developing, maintaining, and updating tax procedures, process
documentation, and internal control documentation
- Work with large volumes of transactional data to support tax analysis, audit
requests, reporting requirements, and compliance initiatives
- Collaborate with Accounting and Finance teams to ensure the proper
classification, recording, and reporting of tax-related transactions in
accordance with company policies and accounting standards
- Participate in special projects, system implementations, process improvement
initiatives, and other assignments as directed by management
Qualifications
Minimum Education: Bachelor’s degree or higher in Accounting is required
Minimum Experience
- 2-4 years of accounting or tax experience with exposure to sales and use tax
in multi-state operations
- Experience with an ERP and tax engine software
Skills and Competencies
- Understanding sales and use tax principles and compliance requirements,
general ledger accounting, and reconciliations
- Willingness to learn and ask questions
- Strong attention to detail and accuracy
- Ability to follow structured processes and meet deadlines
- Strong organization and time management skills
- Analytical and problem-solving abilities
- Effective communication and teamwork skills
- Ability to manage multiple tasks with guidance
- High level of integrity and commitment to accuracy
Job Training
- Microsoft Dynamics AX 2012/D365
- CCH SureTax
- UKG (UltiPro)
- Targit
- Microsoft SharePoint
Safety Summary
Working Conditions
Work is normally performed in an office environment and some filing is
required. Some work must be performed in the shop environment with limited
exposure to physical risk. Little or very limited physical effort is required
for this position.
Physical Requirements
- Speaking
- Listening
- Writing
- Typing
- Reaching
- Kneeling
- Grasping
- Stooping
- Lifting up to 25 lbs.
Job Hazards
- Ergonomic hazards
- Electrical hazards
- Fire hazards
- Contagious illnesses
- Slipping, tripping, falling