Tax Analyst

Akaasa TechnologiesUnited States

3 days ago

Job type

Full-time

Quick Apply

Job description

Tax Analyst

Client

Edward Jones

location

St. Louis, MO

Hybrid : Leader prefers Hybrid 3 days in office

Remote : If not enough Hybrid candidates will consider Remote

Term

1 year

Summary

Accounting degree and 3+ years of accounting experience, which includes tax experience
CPA is preferred but not required
Experience working with a lot of different tax forms and vouchers
General ledger queries / reporting
Intermediate Excel skills, including VLOOKUPs and formulas

They are responsible for all Edward Jones' Asset Management, including Sales & Use Tax.

Who comprises the team? There are five people on the team. Some team members are fully remote, while others work a hybrid schedule. Everyone on the team has an accounting background. There are CPAs and non-CPAs, tax and non-tax accountants. Katie Reznikov will be the main person to train this individual, though others on the team are familiar with some Sales & Use Tax processes and can help if needed.

What is the reason for the position? The department is working to identify and implement Sales & Use Tax software. Recent changes in work streams have created a need for someone to assist with Sales and Use Tax return filings and associated responsibilities to fill a gap until such time as the software program is operational.

What are the responsibilities of the position?

Processes all online and paper filings for US states and localities

Ensure final return copies are saved in the appropriate Sales & Use Tax folders

Prepare / review payment vouchers

Assemble vouchers / checks for mailing

Initiate direct debits with state taxing authorities

Query information from PeopleSoft

Establish state payment logins and / or registrations (if applicable)

Tax research in CCH

Voucher research in PeopleSoft and Reflex

Branch and Location research in PeopleSoft

Assist with Asset Management duties as needed

Scans and sorts all mail / redirects all emails

Processes Sales & Use Tax certificate renewals

Responds to FA inquiries related to Sales & Use Tax certificates

What is the hiring leader looking for in a candidate?

Accounting degree and 3+ years of accounting experience, which includes tax experience

CPA is preferred but not required

Experience working with a lot of different tax forms and vouchers

General ledger queries / reporting

Intermediate Excel skills, including VLOOKUPs and formulas

Ability to work independently and effectively collaborate with team members

Strong organizational skills

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Tax Analyst • United States