Overview
This role is responsible for preparing and processing monthly sales and use tax returns for level 2-3 clients, ensuring accurate, compliant reporting and timely submission. You will also support client onboarding, investigate discrepancies, manage high-volume deadlines, and use data processing and automation tools to improve efficiency.
Responsibilities
- Prepare 700+ sales and use tax returns monthly for level 2-3 clients, using in-depth compliance knowledge and independent professional judgment to resolve complex tax reporting issues accurately and on time.
- Independently implement new clients, entities, and data files; ensure seamless onboarding and transition.
- Review client tax data for accuracy; investigate discrepancies and take corrective action.
- Maintain strong client relationships through regular communication, proactive support, and timely responses to inquiries.
- Support online filings, payments, and tax authority notice responses.
- Format and import monthly tax data into Vertex Indirect Tax Returns (VITR) software.
- Prepare and maintain monthly client tax compliance reports and supporting documentation.
- Use automation and data processing technologies, including Robotic Process Automation (RPA) and Alteryx, to improve process efficiency and operational accuracy.
- Serve as a trainer and mentor to 1-3 junior staff members.
- Participate in 1-3 MSO special teams, contributing to process improvements and business initiatives.
- Accommodate additional work hours during peak monthly processing periods, typically the 5th through the 20th of each month.
Requirements
- 5-8 years of related experience in tax processing, accounting, or a related business discipline.
- In-depth knowledge of sales and use tax compliance regulations, with specialization in one or more compliance areas relevant to level 2-3 clients.
- Proficiency in Microsoft Excel; strong attention to detail and demonstrated ability to manage high-volume, deadline-driven workloads independently.
- Excellent oral and written communication skills; customer-focused with experience building productive internal and external working relationships.
- Demonstrated ability to mentor, coach, and transition work to junior staff members effectively.
- Ability to exercise sound, independent professional judgment in identifying and resolving complex tax reporting problems.
- Bachelor’s degree in accounting, business, or a related field; or equivalent relevant experience.
Preferred Qualifications
- Experience with Vertex Indirect Tax Returns (VITR) software.
- Exposure to Robotic Process Automation (RPA) tools and/or Alteryx for data processing and workflow automation.
- Completion of the IPT Business Tax Basics course or equivalent professional development in indirect tax compliance.
- Experience participating in cross-functional process improvement initiatives or special project teams.
- Equivalent combination of education, training, and relevant professional experience accepted in lieu of a formal degree.
Compensation & Benefits
- US Base Salary Range: $65,400.00 - $85,100.00
- Base pay offered to new hires may vary based upon factors including relevant industry and job-related skills and experience, geographic location, and business needs.
- The range displayed does not encompass the full potential of the role, which allows for further growth and career progression.
- This role may be eligible for the Vertex Bonus Plan (VOB), a role-specific sales commission/bonus, and/or equity grants as part of the total compensation package.
- In no case will your pay fall below applicable local minimum wage requirements.
Location
US (base salary range provided for US hires).