51 applicants

Company

Vertex Inc. · 4 days ago

Tax Processing Specialist II

United States

Full-time

Remote

Mid Level

4+ years exp

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Responsibilities

Prepare Clients’ sales and use tax returns for the time sensitive SUT compliance cycle.

Communicate frequently with Client contacts via phone and e-mail

Review Client tax data for accuracy, investigate questionable data and take corrective action when necessary

Manage Clients’ soft and hard files

Properly format and import monthly tax data to Vertex Indirect Tax Returns software

Review and reconcile SUT returns using established best practices

Ensure Client approval of returns and process any requested revisions

Collaborate with other staff to complete the submissions of returns and payments

Timely initiate electronic filings and payments

Prepare and maintain monthly client tax compliance reports

Review and address Clients’ tax mail (forms, notices, and bulletins)

Track and respond to notices from taxing jurisdictions, ensuring proper documentation and timely resolution

Prepare and submit sales tax registrations on behalf of clients

Reconcile bank activity for assigned clients

Exercise significant and independent professional judgment to resolve basic tax reporting problems

Provide filing and notice support for senior level employees

Ability to accommodate additional hours as needed during the monthly peak processing period, which is between the 5th and the 20th of each month.

Returns volume supported expanding to approximate 600 returns per month within (6) months with moderate client complexity

Provide support to senior level Tax Processing Specialist.

Work independently after (6) months.

Participates in projects and performs other duties as assigned.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

SalesUse taxMulti-state tax softwareSales & use tax experienceVertex Indirect Tax ReturnsMicrosoft WordMicrosoft ExcelAccounting degreeFinance degreeCustomer focus

Required

Bachelor’s degree in accounting, finance, or similar required.

Four (4) plus years of sales & use tax experience.

Fundamental knowledge of multi-state tax preparing software and preparation of SUT returns

Intermediate Microsoft Word and Excel skills

Excellent oral and written communication skills

Must be detailed oriented and possess strong organizational skills

Must be customer focused and results oriented

Must be a self-starter and able to work under tight monthly deadlines

Strong diplomacy skills are required

Must manage time and priorities effectively to meet all deadlines

Ability to work independently on routine work, with more guidance on new projects or assignments

Ability to build productive internal/external working relationships

Ability to display sound judgment and problem solving to resolve issues

Must exhibit good interpersonal skills and act as a team player

Company

Vertex Inc.

The rapid changes taking place in today’s global business, technology, and regulatory environments are having a compounding effect on the complexity of indirect tax management and putting more pressure on the corporate tax function than ever before.

Founded in 1978

King Of Prussia, Pennsylvania, USA

1,001-5,000 employees