State & Local Tax Specialist jobs in United States
cer-icon
Apply on Employer Site
company-logo

Atmos Energy · 1 week ago

State & Local Tax Specialist

Atmos Energy is an employee-focused company known for its rewarding work and excellent benefits. They are seeking a State & Local Tax Specialist to manage customer tax exemption requests, maintain tax jurisdiction codes, and support the preparation of tax returns, among other responsibilities.

EnergyNatural ResourcesOil and Gas

Responsibilities

Processes customer tax exemption requests, including required revenue system maintenance, with limited guidance from team lead and/or manager. Investigates tax exemption rules/regulations on more complex scenarios or escalated situations prior to seeking guidance from team lead and/or manager. Maintains exemption certificate files and assists with routine internal audit of records
Maintains tax jurisdiction codes in the revenue system to ensure proper collection of sales tax and franchise fees. Responsible for thorough research and precise documentation of changes needed to billing system table which assigns tax jurisdictions
Reviews and approves customer-initiated sales tax credit requests related to sales tax exemption and/or tax jurisdiction reassignment. Communicates the appropriate tax types to be adjusted within the applicable statute-limited time period to Revenue Management for calculating and processing
Conducts quality control audits of work performed by assigned transaction team. Reviews and analyzes a variety of tax and accounting documents and verifies the accuracy of computations. Serves as a mentor to teammates. Reports findings and recommendations for improvement to manager
Identifies billing system opportunities as needed, presents enhancement recommendations, and methodically tests any resulting system updates which impact tax calculations or performance
Prepares W-9 forms for Atmos vendors as requested
Supports the preparation of sales/use tax returns, franchise fee reports, journal entries, and other miscellaneous state and local tax returns in a timely and accurate manner
Prepares occupational license applications and payments to file in a timely and accurate manner. Maintains records of licenses and follows up on missing/overdue submissions
Supports the property tax return data compilation process and pays ad valorem tax bills, as needed
Prepares and audits tax work papers, schedules, exhibits and summaries necessary to develop and support findings and/or recommendations
Assists in the design, development, implementation, and maintenance of tax accounting systems
Communicates with internal and external personnel regarding audits, taxes, and other matters

Qualification

TaxationAccountingCustomer serviceAnalytical skillsComputer applicationsCommunication skills

Required

Bachelor's degree in Business, Accounting, Taxation, or a related field and generally two years' related experience in a customer facing function; or equivalent combination of education and experience in customer service/revenue applications maintenance, accounting, taxation, or related field
Requires the ability to communicate well with internal and external customers both written and verbally in order to obtain and/or provide explanations and/or information
Requires the ability to perform analyses involving ratios, percentages, and simple statistical methods
Requires advanced knowledge of various business computer applications in order to create complex documents, reports or graphics
Proficiency in utilizing the customer information system is recommended
Works in an office environment. Requires occasionally performing activities including, but not limited to, bending, stooping, grasping, reaching, twisting, turning and/or lifting

Benefits

Holidays and Paid Time Off
Parental Leave
Retirement Savings Plan (Matching and Fixed Annual Company Contribution)
Annual Bonus Opportunity
Employee Assistance Program
Short-Term and Long-Term Disability Plans
Basic Life Insurance
Health Savings Account (HSA) Company Contribution with HDHP
Employee Assistance Program
Wellness Programs
LifeLock Identity Theft Protection
Paid Training
Linked-In Learning
Retirement Savings Plan
Medical Insurance and Prescription Drug Coverage
Dental Insurance
Vision Insurance
Employee/Dependent Life Insurance
Employee/Dependent Accidental Death & Dismemberment Insurance
Healthcare, Dependent Care and Limited Purpose Flexible Spending Accounts

Company

Atmos Energy

company-logo
Atmos Energy is a full-service natural gas marketing company providing supply and asset management services.

Funding

Current Stage
Public Company
Total Funding
unknown
1984-01-06IPO

Leadership Team

leader-logo
Christopher Forsythe
Senior Vice President - Chief Financial Officer
linkedin
leader-logo
Daniel Meziere
Vice President, Investor Relations and Treasurer
linkedin
Company data provided by crunchbase