Manage the new permit process and existing permit verification for sales tax accounts
Review client information and apply for sales tax permits
Create access to permit accounts so Sales Tax Accountants can verify information and file
Prepare and submit Power of Attorney forms for clients
Close sales tax permits when clients no longer need them after nexus review
Communicate with clients, US state government agencies, and internal teammates (Onboarding, Client Tax Specialist, Sales Tax Accountant)
Troubleshoot permit issues and provide ongoing client support during the permit process
Communicate permit/account verification information to assigned Sales Tax Accountant
Meet specific measures: submit permit applications within 48 hours, complete permit/verification within 39 days for 90% of clients, handle at least 80 permits/verifications per month, complete education hours and quarterly goals
Requirements
Excellent English proficiency
Experience with project management, contract application, or legal research preferred but not required
Bachelor's degree in Business courses
Comfortable initiating phone calls, pressing for necessary information and following-up persistently
Capable of troubleshooting issues and finding solutions
Comfortable using different softwares to track projects and client information
Ability to manage multiple projects and keep track of project deadlines efficiently
Accounting or finance background helpful but not required
Positive references from past supervisors
High attention-to-detail and perfectionist at heart
Self-starter and shows initiative without constant supervision
Excellent time management
Eager to learn new skills and technologies
Final hiring step requires arranging reference calls with former managers and others