Primary S&U and Property Tax subject matter expert for the Company.
Add/Update Certificate of Exemptions into the VERTEX TDM
Produce monthly reports for the Vertex sales tax returns.
Additional monthly functions to create manual modifications to upload to Vertex (manual invoices and use tax)
Monthly reconciliation of the General Ledger vs Vertex, S&U Tax accounts
Review and approve sales tax returns in Portal
Review and research tax codes and status as needed
Respond to Sales Tax Notices
Assist with Sales Tax Audits
Process all Annual Property Tax Returns
Coordinate Property Tax Audits
Liaise with Corporate Accounting to ensure property records are correct and minimize taxes owed
Primary contact for outsourced provider
Updating Portal for frequent new sites and other associated admin functions
Receive quarterly information from outside firm and complete check requests or associated other paperwork to ensure timely payments. Compile certified mail receipts copies with return copies in organized filing systems
Research and coordinate with outside firm on tax notices.
Once a year, or as needed with short years, complete state apportionment data
Complete as needed any Puerto Rico special requirements concerning Income tax or other license and renewal requirements
Other duties including but not limited to:
Escheatment process for AP and Payroll data.
Monthly reconciliation of General Leger Escheatment account and Stale Dated Check account
Year end 1099 forms
Assist with W2 process and validation
5+ years experience in related position
Intermediate to advanced skills in Excel
Basic understanding of accounting and ERP systems (such as Lawson)
Observant and detail oriented
Self directed and highly responsive
Excellent communication skills, both written and verbal
Able to work well with teams and coordinate projects
Knowledge of Vertex, or similar sales tax software
Willing to work obligatory overtime as needed, including weekends and holidays if necessary
Bachelor's degree in accounting related field