Sales and Use Tax Compliance Senior Associate

Job Summary:

The Sales & Use Compliance Senior will be an integral part of our sales and use tax compliance team. This position will assist with supporting the end-to-end monthly compliance process including client communication, data processing, preparing and reviewing sales and use tax returns and reconciliation report, filing returns, resolving tax notices and maintaining client tax confidential information. Our compliance solution utilizes Vertex Indirect Tax Returns software and customized web-portal.

Job Duties:

• Provides support for all sales tax compliance operations
• Processes tax returns and filings
• Prepares or reviews sales and use tax reconciliation
• Supports associates and provides training as necessary
• Reviews prepared returns and filing confirmations
• Assists with projects such as process improvements, amended returns and documentation development
• Responds to and supports resolving correspondence, letters, and notices
• Develops and maintains relationships with both team members and clients
• Prepares and reviews invoices and assists with collections
• Assists with onboarding and setup of new engagements

Supervisory Responsibilities:

• Supervises work assignments of SALT Associates and Paraprofessionals, as appropriate
• Provides periodic performance feedback to and participates in the annual performance evaluation for SALT Associates and Paraprofessionals, as appropriate
• Acts as a mentor to and assists in the professional development of SALT Associates and Paraprofessionals, as appropriate

Qualifications, Knowledge, Skills, and Abilities:

Education:

• Bachelor’s Degree, required

Experience:

• Two (2) years of experience working in sales and use tax, required

License(s)/Certification(s):

• CPA, preferred

Software:

• Intermediate knowledge of Microsoft Excel and other Microsoft Office applications, required
• Knowledge of Vertex Indirect Tax Returns or other sales tax compliance solutions, required
• Familiarity with Database software, Alteryx or Power Query, preferred

Other Knowledge, Skills & Abilities:

• Ability to manage time and priorities effectively by completing tasks in a timely manner
• Ability to accurately complete high-volume of work in a deadline driven environment
• Internet and software savvy
• Detailed and results oriented
• Ability to effectively manage and overcome challenges
• Must be able to work under tight monthly deadlines, with strong organizational skills
• Ability to display sound judgement and problem solve issues
• Ability to work independently on routine work, with more guidance on new projects or assignments
• Ability to build productive internal/external working relationships
• Ability to follow detailed practices and procedures in order to resolve issues
• Adaptable and embraces change
• Excellent people development and delegation skills
• Ability to encourage a collaborative team environment on engagements
• Executive presence and ability to act as the primary contact on assigned engagements
• Basic understanding of sales and use tax compliance
• Working knowledge of sources of relevant information utilized in sales and use tax filings