Summary:
This position is responsible for assisting with sales/use tax return preparation as well as data analysis, posting of
journal entries, initiating payment requests, and coordinating certificate management. This department supports
the partnership's key objectives with the highest standards of conduct without compromise. Honesty, integrity and
accountability are essential to our Partnership's success.
Essential Duties and Responsibilities:
- Prepare wires and check requests for payment of taxes and code to correct general ledger accounts,
- Initiate sales/use tax payments to various taxing authorities,
- Post journal entries to reflect the accrual and payment of sales/use taxes,
- Assist with the flow of sales/use tax information to third party service providers,
- Verify the collection and maintenance of certificates impacting the taxability of transactions,
- Assist with the maintenance of compliance due date reports for SOX compliance purposes,
- Assist with registering entities in new taxing jurisdictions, as required,
- Assists during examinations by federal or state auditors,
- Assists with the initiation and tracking of sales/use tax refund claims,
- Verify all sales/use tax related compliance records are maintained in accordance with document retention policies; and
- Research tax issues and work on special projects as needed,
- Respond to inquiries from vendors and customers to provide answers and resolution on issues presented.
Education and/or Experience, Knowledge, Skills & Abilities:
To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. The
requirements for this position are listed below:
Bachelor's Degree in Accounting or related field
- 2+ years of tax experience which includes at least 2+ years of sales/use tax experience or 2+ years of multi-state excise
tax and/or motor fuel tax matters
- Proficiency with Microsoft Office is required
- Knowledge of SAP and a tax software solution (like Avalara/Zytax, OneSource/Sabrix, Tax
Ware, and Vertex) is preferred
- Excellent communication and interpersonal skills are required because of interactions both inside and outside of the tax
department
- Proficiency in analyzing and reconciling accounts and preparing journal entries
- Experience performing tax research using tax services such as CCH, RIA, BNA, etc
Required experience is commensurate with the selected job level:
- The Analyst level requires a Bachelor's degree and 2+ years of relevant experience
Preferred Qualifications:
- CPA or CMI candidate preferred.
Working Conditions:
The work environment characteristics described here are representative of those an employee encounters while
performing the essential functions of the job.
- Normal office working conditions.
- Must be able to remain in a stationary position 50% of the time due to prolonged periods of sitting or standing.
- Occasion travel, including overnight stays, may be required due to administrative support requirements of other locations
within the area. - Occasional visits to settings which may include exposure to various materials and chemicals, as well as extreme
temperature conditions and loud machinery, requiring appropriate personal protective equipment.