Oversee preparation and filing of sales and use tax returns, including making payments in a timely and accurate manner, in compliance with state and local tax laws and regulations
Work closely with business units, finance and procurement functions to coordinate data collection, review calculations, and ensure timely and accurate tax reporting
Assist in the monthly reconciliation of sales tax accounts and ensure proper documentation is maintained to support tax filings and audits
Track legislative and regulatory changes in sales and use tax, actively participate in industry forums, assess and implement changes for accurate tax reporting, and communicate applicability and impact of these changes to key stakeholders, including business units, in a timely and clear manner
Review monthly sales & use tax journal entries
Identify and implement process improvements and automation solutions for data collection, sales and use tax calculations and sales and use tax reporting
Support external and internal audits by providing the required documentation and responding to inquiries
Assist with tax research and special projects as needed
Travel to other company sites as needed
Requirements
Bachelor’s Degree or military experience
At least 10 years of tax experience with public companies, accounting firms, law firms, or a combination
Master of Science in Tax or CPA License (Certified Public Accountant) (preferred)
6+ years of sales & use tax reporting and tax audit experience, preferably within the financial services industry (preferred)
Direct experience with sales & use tax reporting and payment engines (e.g., Avalara, Vertex, TR One Source) (preferred)
Direct experience with the testing and implementation of a sales & use tax reporting and payment engine (preferred)
Experience with Alteryx and/or other data automation products (preferred)
Microsoft Suite and/or Google Suite skills (preferred)
Benefits
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales and use tax returnstax reportingtax reconciliationtax researchprocess improvementsdata collectiontax calculationstax auditsautomation solutionslegislative and regulatory changes
Soft skills
communicationcoordinationtimelinessaccuracystakeholder engagementproblem-solvingattention to detailorganizational skillscollaborationadaptability
Certifications
Bachelor’s DegreeMaster of Science in TaxCPA License