Tax Analyst (205891-868)

Psav Presentation Services Rosemont , IL 60018

Posted 2 months ago

Position Overview

The Tax Analyst is responsible for supporting the Tax function in a complex multi-jurisdictional environment. This person would review and validate sales and use tax exemption certificates on a daily basis, respond to customer tax issues, gather supportive documentation for tax audits, prepare and analyze the monthly journal entries and tax account reconciliations. Additional responsibilities include research and apply tax law and provide multi-state and local tax advice through tax law research, support the personal property and business license process. Make recommendations to direct management as necessary. This position will report to the Manager, Tax.

Key Job Responsibilities

Exemption Certificates

  • Manage the exemption certificate process by reviewing and validating exemption certificates received via our exemption certificate system, Compass, and the general Tax email box.

  • Review and make a decision to approve or reject the exemption certificate based on state regulations.

  • Respond to all inquiries and address any customer tax issues by gathering facts and performing analysis to determine how the tax issue can be resolved.

  • Run reports from billing systems on a quarterly basis to determine which exemption certificates the tax department does not have on file.

  • Communicate with field managers to obtain the proper documentation, if non-compliant.

  • Maintain files to track those exemption certificates that are returned.

  • Run report to identify suspect exemption information that has been entered into the billing system.

  • Follow up with field staff regarding suspect entries.

Tax Audit Preparation

  • Assist with Sales and Use Tax audits.

  • Obtain information from the billing and AP systems, billing experts, general ledger and exemption certificate system.

  • Analyze and compile the information that the auditors have requested.

  • Obtain examples of contracts with our customers or other documentation as requested.

Preparation of Monthly Journal Entries and Reconciliations

  • Prepare journal entries on a monthly basis to book payments of sales tax and personal property tax.

  • Record payments of business license renewals and applications to our license accrual.

  • Prepare monthly reconciliations for sales tax and personal property tax by performing analysis on the various GL tax accounts.

Personal Property and Business License Compliance

  • Support team members for any tasks related to the personal property and business license compliance.

Other Tax

  • Assist with other tax related projects as the business requires.

Required Experience

Job Qualifications

  • Four-year degree in Finance / Accounting or equivalent experience required.

  • 1-3 years of corporate sales tax experience in public accounting and/or private industry.

  • Strong understanding of state and local tax concepts.

  • Intermediate to advanced skills in Microsoft Office (Outlook, Word, Excel, PowerPoint, Access, etc.).

  • Strong analytical and technical skills, along with the ability to work independently and manage workload timely.

  • Candidate will be required to work with field staff across the country and provide excellent customer service.

  • Ability to efficiently manage a tax calendar and complete all monthly tasks in addition to other duties as assigned.

  • Ability to effectively communicate and conduct sales and use tax audits.

  • Ability to identify tax savings opportunities and incentives for the various state jurisdictions.

#LI-JB1

Competencies (by Core Values)

  • Hospitality

  • Responsiveness

  • Professionalism

  • Ownership

Physical Requirements

Team members must be able to meet the physical demands above in order to successfully perform the essential job functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Frequency options consist of: Continuously, Frequently, Occasionally and Never.

Work Environment

Office

Work is performed primarily in an office environment.

The above information on this description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.

PSAV123


See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Temporary Financial Analyst Food CPG
New!

Adams Dearborn LLC

Posted Today

VIEW JOBS 11/18/2018 12:00:00 AM 2019-02-16T00:00 Our client, a growing confectionery company manufacturer based in the Chicago-O'Hare area, is seeking a  Financial Analyst to join their North American team on a contract basis. <br /> <br /> Our client offers:  <ul> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;">Friendly office environment</li> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;">Good Location</li> </ul> <strong>Responsibilities: </strong> <ul> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;">Help with the monthly close as it relates to overall trade investment, including analysis of the trade accrual by customer.</li> <li wfd-id="142" style="padding: 0; margin: 0;">Participate in the annual plan and long-range planning process.</li> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;">Make trade investment analysis by customer / region. </li> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;">Prepare monthly reporting Act vs. Budget and Forecast</li> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;">Support the monthly financial forecasts and provide visibility into potential risks and opportunities.</li> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;">Assist with the annual customer target setting and attainment process.</li> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;">Aid Sales Finance Manager and sales team to improve spending effectiveness (ROI) and process efficiency.</li> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;">Support and challenge (when necessary) customer assumptions in analyzing trade investment.  </li> </ul> <br /> <strong>Requirements: </strong> <ul> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;">Bachelor’s degree in Accounting, Finance            </li> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;">3 to 7 years’ experience within Finance or Accounting.</li> <li style="padding: 0; margin: 0;" style="padding: 0; margin: 0;">Consumer packaged goods (CPG) industry experience a plus</li> </ul>  <br /> Adams Dearborn is Chicago based professional staffing and executive search firm.<br /> We specialize in: Accounting and Finance, Human Resources, Engineering, and Supply Chain. Adams Dearborn LLC Rosemont IL

Tax Analyst (205891-868)

Psav Presentation Services