About the role
- Provide sales and use tax services on a monthly basis
- Translate and import client sales and use tax data
- Prepare and review standard and customized reports
- Manage and apply eligible credits
- Prepare and manage monthly cash requests
- Reconcile payments made on behalf of client and cash received from client
- Assist client with reconciling their GL
- Maintain an accurate client tax calendar
- Prepare and transmit accurate and timely sales and use tax returns to jurisdictions in accordance with the client tax calendar
- Communicate proactively with client
- Respond to client’s specific sales and use tax questions and requests
- Resolve all sales and use tax-related jurisdictional matters.
Requirements
- Bachelor’s Degree in Accounting
- CPA, CMI, OR 5+ years S&U tax compliance experience
- Comfortable with working part-time
- Client-first, white glove service mentality
- Required: (must have the following)
- Dedicated home office workspace
- Reliable high-speed internet connection
- Active office or cellular telephone
- Laptop with Windows 10 Operating System and minimum i5 processor, 8GB RAM
- Thorough training and onboarding where you learn our clients process and systems
- A coach assigned to help onboard you and help you build a successful practice
- Client work – no business development required
- Office 365 subscription with built-in backup features
- Research tools
- Sales tax compliance software
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales and use tax servicesdata translation and importreport preparation and reviewcredit managementcash request managementpayment reconciliationgeneral ledger reconciliationtax return preparationtax calendar managementjurisdictional tax resolution
Soft skills
client-first mentalityproactive communicationproblem-solvingcustomer serviceattention to detail
Certifications
Bachelor’s Degree in AccountingCPACMI