Overview
This role involves preparing routine tax filings and managing federal, state, and local non-income tax reporting matters. Responsibilities include tax returns, budgets, account reconciliations, schedules, extensions, and payment of taxes due and estimated tax payments.
Responsibilities
Compliance & Filing
- Prepare and file routine sales/use tax, property tax, and other non-income tax returns accurately and on time
- Gather and organize source data needed for filings such as invoices, fixed asset records, accounting data, and sales data
- Maintain and monitor the tax compliance calendar to ensure no missed deadlines
- Process tax payments and confirm timely remittance to relevant jurisdictions
Data & Reconciliation
- Reconcile tax data against general ledger accounts and source systems
- Identify and resolve discrepancies between reported data and supporting documentation
- Maintain organized, audit-ready files and documentation for all filings
Research & Analysis
- Research basic taxability questions (e.g., whether a product or service is taxable in a given jurisdiction)
- Monitor changes in tax rates, rules, or filing requirements in assigned jurisdictions
- Support senior staff with research for more complex tax questions or planning projects
Audit & Notice Support
- Respond to and organize documentation for tax notices from state and local jurisdictions
- Assist with gathering support during audits, including invoices, exemption certificates, and reconciliations
- Track and follow up on outstanding notices or open audit items
Process & Systems
- Maintain proficiency in tax software and systems such as Quorum, Tax Research software, Databricks, and PTMS
- Help identify opportunities to improve or streamline compliance processes
- Keep internal trackers and spreadsheets updated for filings, payments, and deadlines
Required Experience and Skills
- 1 to 5 years of relevant experience
- Bachelor’s degree required; accounting focus preferred
- Understanding of accounting principles and strong analytical skills
- Proficiency in Excel and other Microsoft Office products
- Strong organizational skills and attention to detail
Preferred Experience and Skills
- Prior tax experience
- Experience working remotely
- Experience with non-income or indirect taxes
Location
Remote work is considered for this role except for candidates residing in California, Connecticut, Delaware, Illinois, Indiana, Louisiana, Massachusetts, Michigan, New Jersey, New York, and Tennessee unless willing to relocate.
Additional Information
The selected candidate will be placed in a position that best suits their abilities and experience level.
The employer is an Equal Opportunity Employer, including for individuals with disabilities and veterans.