Tax Processing Associates & Specialists

Sales And Use Tax Compliance Specialist

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.

Essential Job Functions And Responsibilities :

Prepare Clients' sales and use tax returns for the time sensitive SUT compliance cycle. This will include :

• 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.

Supervisory Responsibilities :

Knowledge, Skills And Abilities :

Education And Training :

Other Qualifications :

The Winning Way behaviors that all Vertex employees need in order to meet the expectations of each other, our customers, and our partners.

The above statements are intended to describe the general nature and level of work being performed by individuals in this position. Other functions may be assigned, and management retains the right to add or change the duties at any time.