Wheels, LLC

Analyst

• The Senior Credit Analyst is responsible for the timely and accurate underwriting of new and existing commercial credit lines through business financial statement analysis, investigations, and communications with all relevant stakeholders.
• Conduct detailed financial statement analysis for both public and privately held businesses, continuously manage credit facilities, and perform customer due diligence for new and existing clients.
• Ensure each step of the underwriting and renewal process is compliant with company and regulatory guidelines, policies, procedures and methodology.
• Act as a portfolio manager by interacting with clients and their accountants, controllers, or CFOs to collect information and due diligence materials necessary for credit review.
• Generate reporting and system queries as necessary to support credit portfolio management activities, department initiatives and processes.

Senior Credit Analyst

Accountant

• Lead the preparation, review, and filing of Business Personal Property Tax returns using PTMS software
• Oversee data integrity by identifying, troubleshooting, and resolving data import and system-of-record issues
• Review and reconcile Notices of Value, determine appeal strategies, and prepare and file informal and formal appeals when warranted
• Direct the processing and remittance of property tax payments and ensure compliance with jurisdictional requirements
• Serve as a subject matter expert on property tax matters, providing guidance to internal teams and responding to complex technical questions
• Act as a primary liaison with taxing authorities, auditors, and external service providers
• Provide tax audit support upon request
• Provide advanced technical support to internal stakeholders on sales tax matters
• Research and interpret sales tax law changes using RIA Checkpoint / Thomson Reuters, translating findings into practical business guidance
• Assess the impact of tax law changes and communicate risks, opportunities, and recommendations to management
• Contribute to and lead special projects, including process enhancements and system improvements

Senior Credit Analyst

Senior Tax Accountant