Overview
This Finance Admin Assistant role supports multi-state sales tax compliance and keeps finance administration running smoothly. Responsibilities include sales tax return preparation and filing, nexus research, commission processing, accounts payable support, business license and entity filings, insurance and lease records tracking, and maintaining internal trackers and calendars. Because this work is compliance-based, accuracy is required for every filing, payment, and record.
Responsibilities
- Prepare, file, and pay sales tax returns across multiple states and local jurisdictions (including IL, MI, NV, WA, AZ, FL, TX, CA and San Francisco) accurately and on time
- Research nexus, registration requirements, rates, and product taxability when the organization reaches a new sales tax nexus; set up tax codes for clients in ConnectWise
- Support use tax, B&O tax, and personal property tax compliance, including assessments and payments
- Process monthly commissions for Client Success, Outside Sales, employees, third parties, and channel partners, including QuoteWerks MRR/NRR conversions and paid invoice data pulls
- Support accounts payable processing in Sage Intacct, including bill entry, vendor setup, and refunds
- Maintain business license and permit registrations and renewals; prepare business filings and entity documentation through the CSC portal
- Track leases, utilities, insurance policies, and certificate of insurance (COI) requests; monitor renewal and 90-day notice deadlines
- Work the Finance Admin service board by triaging and resolving tickets within agreed turnaround times
- Keep trackers, the filing calendar, and the Finance Admin Reference Guide accurate and up to date
- Find work independently and suggest or build improvements to Finance Admin processes
Requirements
- Home office setup that meets the following:
- Computer:
- Working computer with a minimum of 8GB RAM and one of the following:
- Windows 11 with an Intel i5 or i7 (8th generation or newer), or
- AMD Ryzen 5 or 7 (2000 series or newer), or
- macOS 12 or newer.
- Internet: Stable internet connection with at least 25 Mbps download and upload speeds.
- Audio equipment: Quality headset with noise-cancellation feature for meetings.
- Mobile device: Smartphone capable of installing the Microsoft Authenticator app.
- Webcam: HD webcam for video calls.
- 2nd monitor
- UPS (Uninterruptible Power Supply) if using a desktop (Not needed if using a laptop)
- Able to work full time for 40 hrs. a week: 10:00 AM to 7:00 PM PST (Monday to Friday)
- Reliable high-speed internet required
- Able to pass online behavior and cognitive assessments
- Excellent command of the English language both spoken and written
- Preferably, at least two of the following certifications: CompTIA A+, CompTIA Network+, CompTIA Security+, 3cx Basic Certified Engineer
- Able to provide NBI Clearance (for PH applicants)
- Preferably, dual-monitor workstation
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field preferred
- 1-2 year of accounting, tax, or compliance experience required; US sales tax experience preferred
- Strong attention to detail and a high personal standard for accuracy (compliance-based work)
- Strong research skills, with the ability to find, read, and apply state tax rules and official guidance independently
- Highly motivated self-starter who finds work without being told and looks for ways to improve processes
- Strong Excel skills (lookups, pivot tables, reconciliations)
- Clear written and verbal English communication skills
Preferred Qualifications
- Experience with US multi-state sales tax filing or nexus research
- Background in a managed services provider (MSP) or IT services company
- Experience using AI tools to speed up research and documentation
Tools & Technology Used
- Sage Intacct
- ConnectWise Manage
- QuoteWerks
- US state and local tax department portals
- Microsoft 365, including advanced Excel
Compensation & Benefits
- Pay rate starts at $4.19/hour and may vary by experience and location.
- Comprehensive Health Plans / HMO (Employee & Dependent/s)
- Life Insurance
- Flexible Benefit Reimbursement (Dental/Vision/Mental Health/Wellness/Government Contributions)
- Paid Time Off (starts at 15 days per year)
- Maternity/Paternity Leave
- Paid US Holiday
- Night Shift Bonus
- Salary Advancement/Loan
- Health & Wellness Program
- Company-paid training and certification
Location
- US-based role with PST working hours: 10:00 AM to 7:00 PM PST (Monday to Friday)
Additional Notes (Fraud/Scam Awareness)
- The organization is aware of fraudulent job postings and communications misrepresenting the company. Applicants are advised to exercise caution and apply only through official channels.
- The organization does not request payment or financial information at any stage of the hiring process.
- Sensitive personal information (e.g., Social Security numbers) will not be requested prior to a formal offer.
- The organization has become aware of fake profiles on LinkedIn, Facebook, and other social media platforms impersonating employees and falsely claiming to represent the organization. Applicants should use caution and report suspicious messages or requests.
Hiring Process
- Online behavior and cognitive assessments required.
- A pre-recorded video interview is part of the process.