Sales Tax Analyst Job Description
Sales tax analyst
provides regulatory information to accounts payable, finance and purchasing personnel with regard to various state sales/use tax laws.
Sales Tax Analyst Duties & Responsibilities
To write an effective sales tax analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included sales tax analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Accounting - completing month end closing activities including journal entries, reporting, issue resolution
Reporting Controls - Document and monitor compliance with internal controls required for certification of accurate financial and accounting reports for the Department
Review the sales/use tax returns and all other tax filings prepared by the Tax Accounting Specialists
Compliance – support the compliance team in ensuring the proper filing and payment of state and local sales and use taxes, or similarly related transactional taxes throughout the United States
Technology – support Sabrix sales and use tax compliance systems and support Sabrix implementations
Efficiently, timely and accurately prepare sales and use tax returns, including processing of payments and filing
Perform assigned research using CCH or other on-line tax software, internet and other research tools
Property and Sales/Use Tax Reporting - Uses specialized and advanced knowledge of tax laws to analyze the data used in the completion of multistate property and sales/use tax filings and performs or reviews the accurate and timely preparation of multistate property and sales/use tax filings per statutory requirements
Tax Systems - Participates in identifying and analyzing development, enhancement, and maintenance issues for corporate systems being used to meet statutory and analytical sales/use and property tax reporting requirements
Implement Technical Amendments and Conduct Transaction Research - Implement tax statutes, regulations and rules to assure conformity with these authorities
Sales Tax Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Sales Tax Analyst
List any licenses or certifications required by the position: CMI, CPA
Education for Sales Tax Analyst
Typically a job would require a certain level of education.
Employers hiring for the sales tax analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Accounting, Finance, Business, Education, Business/Administration, Taxation, Economics, Management, Technical, Finance/Accounting
Skills for Sales Tax Analyst
Desired skills for sales tax analyst include:
Basic
Accounting
Billing and purchasing procedures and systems
Budgeting
Property and sales/use tax policy and procedures of taxing jurisdictions that the Company operates within
General ledger accounting with the ability to prepare journal entries
Online researching with ability to utilize RIA and Checkpoint software
State sales tax laws to start with ability to continue learning to master the various laws and regulations by state
Financial Statement analysis
Percent complete accounting
Desired experience for sales tax analyst includes:
Vertex software experience is preferred
High School graduate or equivalent certification
5 years preparing sales and use tax returns in multiple jurisdictions
Proficiency with excel & word, experience with Vertex or similar sales and use programs
Sales & Use and other transactional tax research experience, able to work efficiently to meet multiple deadlines, strong analytical skills
Familiarity with Colorado rules, any applicable sales & use certifications or college experience
Sales Tax Analyst Examples
1
Sales Tax Analyst Job Description
Job Description Example
Our innovative and growing company is looking for a sales tax analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for sales tax analyst
- Provide support and oversight of compliance and opportunities with state employment and investment incentive programs
- Preparation of federal forms 1099, 1098, and state 941 forms
- Support Manager on sales/use tax audits initiated by state/local tax authorities with emphasis on most favorable resolutions including initiating protests, as required
- Perform reverse audits of use tax accrual accounts
- Provide timely and accurate support for numerous special projects, transaction research and analyses as required
- Ensure proper functionality of multiple instances of taxation software (Vertex) for sales/purchasing transactions nationally including resolution of IT issues/projects as needed
- Manage external sales / use tax audits reverse sales / use tax audits
- Order review to ensure proper tax application (Sales, Use)
- May coach and mentor more junior analysts
- Assist with customer and vendor inquiries related to sales tax refund assignment forms, tax credit memorandum, sales tax audit requests
Qualifications for sales tax analyst
- Motor fuels experience is a plus!
- Good working knowledge of Vertex and SAP preferred
- Detail oriented, flexible, with ability to prioritize duties
- Bachelor degree preferred, but will consider other candidates with strong experience
- Experience in an ERP environment
- Minimum 5 years of recent experience in consulting, Big 4 or with a major multi-state corporation focused on all aspects of sales and use and property
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Sales Tax Analyst Job Description
Job Description Example
Our growing company is hiring for a sales tax analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for sales tax analyst
- Work independently on special projects (technical research, cross functional initiatives, ) as needed
- Support third party tax Preparer to ensure tax liabilities are reported accurately and timely in-line with Service Level Agreement
- Understand each Business Unit’s operations to mitigate the risk of potential exposure areas identify and pursue refund opportunities
- Complete special projects related sales and use tax as assigned
- Conduct or assist in the documentation of moderately complex financial analysis
- Responsible for projects associated with maintenance of income tax records, preparation of income tax returns and review of financial records to determine income tax liability, including annual SR&ED (Scientific Research & Experimental Development) return
- Responsible for projects associated with preparation of sales tax returns and review of financial records to determine sales tax liability
- Responsible for projects associated with transfer pricing, intercompany transactions and legal entity financial statements
- Prepare and analyze inputs for monthly sales, profit, asset management, billing and forecasts
- Provide variance analysis of monthly sales and cash flow
Qualifications for sales tax analyst
- Experience with Vertex and JDE
- Solid ability to handle all aspects of sales and use and property tax including audits, exemption certificates, compliance, and research
- Ability to rapidly learn new systems/processes and facilitate timely integration into existing processes
- CMI or CPA preferred but not required
- 3 years minimum sales and use tax experience
- Strong work ethic, one who takes initiate and ownership of work
3
Sales Tax Analyst Job Description
Job Description Example
Our company is hiring for a sales tax analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for sales tax analyst
- Process accounts payable and perform accounts payable reconciliations, and assist in the processing of expense claims
- Function as a professional with knowledge of industry practices and how to apply principles, concepts and standards to resolve a range of issues
- Assist Manager with sales tax audits and appeals
- Perform tax research and document tax positions
- Assist with exemption certificate collection, retention and validation process
- Assist with review of sales contracts and procurement contracts identify sales tax issues, and recommend solutions
- Approving or rejecting exemption certificates by conducting research and obtaining any additional documentation based upon analysis of various state sales tax rules governing exemption certificates
- Determining good faith acceptance using statute standards
- Corresponds with customers, branches and credit offices validity determination
- Changing and monitoring tax flags in Rentalman
Qualifications for sales tax analyst
- Analytical and Curious minded, willing to make the extra effort to resolve issues
- Prior experience working with sales tax or accounts payable is a plus
- Familiarity with SAP, Vertex O Series & Indirect Tax Returns, Cert Capture & Dolphin a plus
- Working knowledge of Vertex is strongly preferred
- Thorough knowledge, understanding and application of sales and use tax law and regulations and tax systems
- Bachelor’s degree in Computer Science or other Analytics field
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Sales Tax Analyst Job Description
Job Description Example
Our growing company is looking for a sales tax analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for sales tax analyst
- Review exemption certificates provided by tax BSC’s for import and manage exemption certificate management systems
- Reconcile accounts/data for tax archival system on a monthly basis
- Manage and distribute mail received by sales tax department
- Assist obtaining tax registrations as needed
- Assist with month end close by running reports as requested
- Support sales and use tax team
- State and local sales & use tax audits
- Internal sample audits of business unit taxable / exempt items to ensure accuracy of taxes paid or accrued, and taking corrective action as required to prevent future overpayments / underpayments
- Reviews of historical sales & use tax payments to identify opportunities to claim refunds
- Refund claims
Qualifications for sales tax analyst
- Strong organizational skills with ability to work independently part of a team
- Good tax research skills and relevant experience in the application of Canadian Excise Tax Act and Provincial Sales Tax Act
- Knowledge of state and local sales tax regulations preferred
- Strong Excel skills required, SAP, and Taxware experience preferred
- 5+ years of focused sales tax experience
- Ability to manage and make progress on multiple projects simultaneously
5
Sales Tax Analyst Job Description
Job Description Example
Our growing company is looking to fill the role of sales tax analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for sales tax analyst
- Resolving sales & use tax related issues, including Taxware and other tax engine issues
- Working with AP and AR to support inquiries related to sales/use taxes
- Reviewing customer exemption certificates and configurations
- Prepare sales and use tax compliance monthly filings
- Research and manage multi-state sales and use tax
- Develop sales tax knowledge base and document sales tax positions and related exemptions
- Interact with and educate field operations on various sales and use tax issues
- Management and review of exemption certificates obtained and periodic audit of exemptions
- Lead and participate in systems and process improvements related to sales and use tax issues
- Assist internal auditors to ensure field compliance with sales and use tax rules
Qualifications for sales tax analyst
- Ability to gather facts, research a tax position, and accurately communicate tax advice to Martin Marietta stakeholders
- Ability to communicate a researched tax position effectively both verbally and written
- Exceptional oral/written communication skills with ability to interact professionally with diverse groups
- Proficient with tax research tools and Microsoft products
- Experience with Vertex O Series or other sales tax software platforms
- Prior sales tax experience a plus