Tax Processing Specialist III

Description

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-mailReview Client tax data for accuracy, investigate questionable data and take corrective action when necessaryProperly format and import monthly tax data to Vertex Indirect Tax Returns softwareReview and reconcile SUT returns using established best practicesConfirm Client approvals and process and requested revisionsCollaborate with other staff to complete the submissions returns and paymentsTimely initiate electronic filings and paymentsPrepare and maintain monthly client tax compliance reportsTrack and respond to notices from taxing jurisdictions, ensuring proper documentation and timely resolutionPrepare and submit sales tax registrations on behalf of clientsReconcile bank activity for assigned clientsExercise significant and independent professional judgment to resolve more complex tax reporting problemsParticipate in new client implementations and successfully transition clients to other staff members with appropriate trainingAssist with special projects and new hire training.

Lead or participate in projects or other duties to support the businessAbility to accommodate additional hours as needed during the monthly peak processing period, which is between the 5th and the 20th of each monthReturns volume supported expanding to approximate 600 returns per month within (6) months with moderate to complex client complexityAssist with new client onboardingAssist with new hire trainingWork independently after (3) monthsParticipates in projects and performs other duties as assigned.

SUPERVISORY RESPONSIBILITIES : N / A

KNOWLEDGE, SKILLS AND ABILITIES :

• Specific knowledge of multi-state tax preparing software and preparation of monthly SUT returns
• Proficient in Microsoft Outlook, Word and Excel
• Excellent oral and written communication skills and interpersonal skills
• Must be detailed oriented and have strong organizational skills
• Must be a self-starter, able to operate under minimum supervision
• Demonstrate customer focused mentality, and be a team player
• Must be able to adhere to tight monthly deadlines, with strong time management and organizational skills
• Strong diplomacy skills are required
• Ability to develop and apply professional concepts to resolve issues with moderate to significant scope.
• Exercise independent judgement on new projects or assignments.
• Possess strong interpersonal skills to build productive internal / external working relationships.

EDUCATION AND TRAINING :

• Bachelor’s degree in accounting, finance or similar required.
• Six (6) plus years of sales & use tax compliance experience.
• Or equivalent combination of education and / or experience.

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.

• Communicate with Clarity - Be clear, concise and actionable. Be relentlessly constructive. Seek and provide meaningful feedback.
• Act with Urgency - Adopt an agile mentality - frequent iterations, improved speed, resilience. 80 / 20 rule better is the enemy of done.

Don’t spend hours when minutes are enough.

Work with Purpose - Exhibit a We Can mindset. Results outweigh effort. Everyone understands how their role contributes.

Set aside personal objectives for team results.

Drive to Decision - Cut the swirl with defined deadlines and decision points. Be clear on individual accountability and decision authority.

Guided by a commitment to and accountability for customer outcomes.

Own the Outcome - Defined milestones, commitments and intended results. Assess your work in context, if you’re unsure, ask.

Demonstrate unwavering support for decisions.