Sales & Use Tax Resume Samples
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Sales & Use Tax Resume Samples
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LF
L Farrell
Lavada
Farrell
4146 Homenick Forges
Los Angeles
CA
+1 (555) 880 1447
4146 Homenick Forges
Los Angeles
CA
Phone
p
+1 (555) 880 1447
Experience
Experience
Philadelphia, PA
Sales & Use Tax Analyst
Philadelphia, PA
Wilderman, Lueilwitz and Hessel
Philadelphia, PA
Sales & Use Tax Analyst
- Provides recommended sales/use/VAT tax process improvements to the Corporate Tax Manager
- Provide training/create processes for the field personnel to ensure the proper taxes are being paid on purchases and charged to customers
- Create sales tax adjustments in GL system and prepare supporting documentation
- Assist in tax audits through direct involvement in the audit process
- Assist with property tax, income tax and other areas, time allowing
- Assist in the maintenance of sales & use tax systems to support accurate tax returns
- Performs other duties as assigned
Houston, TX
Sales & Use Tax Accountant
Houston, TX
Mitchell Group
Houston, TX
Sales & Use Tax Accountant
- Provide assistance in the reconciliation of difficult and troublesome accounts
- Control and manage sales & use tax audits, working directly with outside tax authorities. Aggressively defend tax positions taken on tax returns
- Assist other corporate personnel with tax-related matters
- Manage sales and use tax audits by gathering requested data, conducting thorough analysis of data and tax laws and resolving open issues
- Manage annual reports and franchise tax filings to ensure our company’s qualification to do business
- Develop and implement a process for use tax review on vendor invoices and identify necessary accruals on a monthly basis
- Implement process improvements
present
Boston, MA
Sales & Use Tax Manager
Boston, MA
Nader LLC
present
Boston, MA
Sales & Use Tax Manager
present
- Managing sales and local taxes
- Being the main point person during the tax audit process
- Supporting the tax group in maintaining compliance
- Heavy focus on sales and use tax, especially completed use returns
- Analyze sales tax data from billing systems to ensure the proper tax is collected and reflected on tax returns and supporting documentation. Communicate errors or discrepancies noted and assist in corrective actions
- Provide guidance and oversight to sales tax team members on various subjects including
- Primary point of contact for sales and use tax auditors. Will gather and review information provided to auditors, discuss/resolve technical issues with auditors, etc
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
University of California, Berkeley
Bachelor’s Degree in Accounting
Skills
Skills
- Ability to build relationships quickly and to influence effectively in ambiguous situations
- Possess good analytical and organizational skills with attention to detail
- Strong analytical skills and ability to reconcile sales/use tax account and identify/resolve discrepancies
- Ability to work as part of a team
- Strong computer skills including Excel and PowerPoint
- Attention to detail
- Strong work ethic and sense of personal responsibility for work outcomes
- Excellent communication skills
- Excellent communication skills (written and verbal)
- Good understanding of financial processes and internal controls
12 Sales & Use Tax resume templates
Read our complete resume writing guides
1
Sales & Use Tax Manager Resume Examples & Samples
- Five years tax experience with public accounting or comparable industry experience, preferably Sales & Use Tax
- Working knowledge of tax preparation, use tax accrual and tax research software
- Advanced Microsoft Office knowledge, specifically Excel
- Knowledge of Vertex, Oracle, Discoverer a plus
- Knowledge of retail and restaurant industry a plus
- Bachelors of Science in Accounting
- Masters of Tax is a plus
- CPA Certificate is a plus
- Ability to handle multiple priorities in efficient manner
- Ability to plan, organize, complete work with minimal supervision and meet deadlines
- Outstanding organizational skills
2
Manager, Sales & use tax Resume Examples & Samples
- Assist with preparation of consolidated federal income tax return, separate company and combined/unitary state income tax returns, local and franchise tax return
- Calculation and preparation of state and local estimated tax payments
- Calculation and preparation of federal, state and local income tax extensions
- Assist with non-income tax compliance including sales and use tax, personal property and business licenses
- Assist with tax audits, including information gathering per audit requests
- Assist in quarterly and annual ASC740/FIN 48 tax accrual
- Reconcile general ledger tax payable accounts on a quarterly basis
- Assist tax manager with special projects
- Research technical federal and state tax matters and prepare memorandums to document conclusions
- Bachelor’s degree in Accounting is required
- 3-5 years of broad based tax/accounting experience
- Strong work paper techniques
3
Manager Finance Cssc-sales & Use Tax Resume Examples & Samples
- Manage the U.S. and Puerto Rico sales and use tax compliance process, including tax return review, calendar control, determination of sales tax at the point-of-sale (retail stores), for the online (internet) business, and for corporate sales
- Support corporate communications, store support, and customer relations teams with respect to sales and use tax matters
- Monitor tax notices and their resolution
- Manage the preparation of sales and use tax account reconciliations and Sarbanes-Oxley compliance
- Develop and implement tax reduction strategies and proactive audit defense procedures
- Manage and develop interaction of sales and use tax team with internal and external business partners
- Participate in various tax and IT projects as required
- 1) Knowledge, skills & abilities
- Broad understanding of U.S., Puerto Rico sales/use tax function, including extensive knowledge of multi-jurisdictional sales/use tax
- Experience with Vertex indirect tax software
- Excellent problem solving, supervisory and conflict resolution skills
- Intermediate to advanced accounting skills
- Ability to manage multiple projects on a timely basis
- Strong knowledge of management concepts and HR policies and practices
- Ability to develop and maintain effective business partner relationships
- 2) Minimum educational level
- BS/BA in accounting/finance
- MBA/MST/MSA or CPA preferred
- 6+ years relevant work experience
- 4+ years sales and use tax experience
- 4) Physical Requirements
4
Sales & Use Tax Manager Resume Examples & Samples
- Management of the tax filing process for all indirect taxes
- Identification and implementation of sales and use process improvement plans
- Review of project bids and contracts for proper tax analysis
- Oversight of sales and use tax audits
- Reconciliation of general ledger accounts for indirect tax liabilities
5
Sales & Use Tax Senior Resume Examples & Samples
- Work for a great Manager
- Research tax liability and update the purchase system for taxable product
- Assist with SOX testing as requested
6
Sales & Use Tax Accountant Resume Examples & Samples
- Stay current on, interpret and communicate state and local sales & use tax laws to assure accurate compliance and to minimize tax costs
- Serve as Subject Matter Expert on all sales & use tax questions from headquarters and operational personnel. Research and respond to questions, providing prompt and accurate replies
- Compute and prepare sales & use tax returns in a timely and accurate manner. Process tax payments as necessary
- Control and manage sales & use tax audits, working directly with outside tax authorities. Aggressively defend tax positions taken on tax returns
- Control and maintain sales & use tax software at all levels. Assure correct implementation and maintenance of tax rules and rates
- Train company personnel on the sales & use tax software
- Perform monthly reconcilements of sales & use tax accounts, assuring that sales & use tax returns and source documentation are accurate
- Participate in identifying, analyzing, planning and implementing tax and administrative cost saving strategies whenever possible
- Bachelor’s degree in Accounting or Finance from an accredited institution
- Minimum of 3 years of sales & use tax experience at a multi state firm or a public accounting firm
7
Sales & Use Tax Manager Resume Examples & Samples
- Heavy focus on sales and use tax, especially completed use returns
- Manage tax audits, responding to all audit inquiries and information requests
- Contribute to special projects on an as-needed basis
- Travel 2-3 times per year for a few days at a time
- MST or CPA is preferred
- At least 5 years of experience with progressive responsibilities in tax accounting
8
Sales & Use Tax Manager Resume Examples & Samples
- Managing sales and local taxes
- Supporting the tax group in maintaining compliance
- Being the main point person during the tax audit process
- Internal tax training to various business units
- CPA and MST are required
- Seven plus years of multi-state sales tax experience
- Two plus years of management experience
- PeopleSoft experience is preferred
- Financial services experiences is preferred
- Federal Excise Tax experience is preferred
9
Sales & Use Tax Senior Resume Examples & Samples
- Minimum of 2 years of state and local tax experience
- Previous experience performing tax research and providing technical advice on state and local tax issues preferred
- Experience with state income, property, employment, sales/use, gross receipts and other miscellaneous state and local taxes preferred
- CPA or CMI preferred
10
Sales & Use Tax Accountant Resume Examples & Samples
- Bachelor degree- Preference for Accounting or Finance degree
- One to three years of relevant experience working within a corporation with significant sales and use tax compliance obligations
- Knowledge of general accounting principles, basic sales/use tax compliance, familiarity with audit support
11
Sales & Use Tax Accountant Resume Examples & Samples
- Bachelor’s Degree in Accounting, Business or a related field
- Prior accounting experience, preferably multi-state sales and use-tax compliance
- Experience with computerized tax software programs, preferable OneSource and Sabrix
- Ability to read and interpret complex agreements and regulations
- Strong Excel, Database and PowerPoint skills
- Experience with computerized tax software programs
12
Tax Manager National Tax Indirect Tax Sales & Use Tax Technology Resume Examples & Samples
- Transform data sets to assist sales tax teams with data review and analytics
- Bachelor's degree or Master’s degree in Accounting or Finance, Management Information Systems (MIS), Information Technology, or Computer Science a strong plus, with a minimum of 4 year experience with ERP systems, tax engines, tax automation, or other tax technology
- Advanced knowledge of Microsoft Excel, Access, and SQL Server
13
Tax Senior National Tax Indirect Tax Sales & Use Tax Technology Resume Examples & Samples
- Develop and expand leading processes and methodologies for sales and use tax refund reviews
- Assist with data extraction and acquisition from ERP systems, tax engines, and other data sources
- Bachelor's degree or Master’s degree in Accounting or Finance, Management Information Systems (MIS), Information Technology, or Computer Science a strong plus, with a minimum of 2-4 years’ experience with ERP systems, tax engines, tax automation, or other tax technology
- Self-motivated and willing to work with teams in various geographies
14
Sales & Use Tax Analyst Resume Examples & Samples
- Prepare and file sales and use tax returns
- Prepare motor fuels and excise tax returns, business licenses and tax permits
- Address sales and use tax notices
- Research and advise company personnel on tax law changes
- Orchestrate sales and use tax audits
15
Sales & Use Tax Resume Examples & Samples
- Monthly sales & use tax filings
- Annual property tax filings
- Address tax notices
- Fixed asset depreciation and roll forward
- Complete monthly asset additions & deletions
- Reconcile balance sheet accounts
- Assist with budgeting
- Two or three years related experience of Sales & Use Tax
- Experience with multiple state sales & use tax
- CPA license or working toward CPA licensure is a plus
16
Sales & Use Tax Accountant w Resume Examples & Samples
- Work with a team of great people
- Competitive Base Salary
- Research and inform company on proper calculation of Sales & Use tax
- Minimum of 3 years relevant tax experience
- Excellent computer skills and proficiency in Microsoft products
17
Sales & Use Tax Accountant With Rapidly Growing Company Resume Examples & Samples
- Research product taxability to maintain and update the purchase taxability matrix
- Gather, analyze and present supporting documentation for sales and use tax audits
- 1-4 years relevant tax experience
- CPA Certified Public Accountant is a plus
18
Sales & Use Tax Temp Resume Examples & Samples
- Correct invalid zip codes from SAPNertex Data for B&N.com and Marketplace
- Import data to Tax software package
- Review & correct tax returns for invalid sales adjustments
- Prepare check request for processing
- Prepare wire payment vouchers for tax payments
- Prepare Journal Entries for the "over/under" tax collection, and State discounts on wire transmission
- Provide vendors resale certificates
- Handle tax notices
- Maintain the sales tax accrual account reconciliation
- 1+ years of Accounting experience preferred
- Knowledge of general ledger system
- Must be able to work in an environment with minimum deadlines
19
Sales & Use Tax Accountant Resume Examples & Samples
- Gather data for sales and use tax filings
- Prepare tax exemption certificates
- Track tax payment confirmations
- Reconcile general ledger accounts for indirect tax
- Respond to notices from taxing authorities
- Implement process improvements
20
Sales & Use Tax Accountant Resume Examples & Samples
- Ensure timeliness and accuracy of sales tax returns and business license filings in numerous jurisdictions through preparation and/or review of returns and payment requests
- Design, run, maintain and review necessary reports in Wynne, Vertex and Excel to ensure compliance obligations are met
- Assist in educating field and credit personnel to help develop “front line” ability to reach correct taxability status decision
- Conduct research as requested to current sales tax regulatory environment (with company provided research services) and implement necessary modifications and research issues as needed
- Analyze and reconcile sales tax accounts in the general ledger
- Manage external and internal sales tax and business license inquiries
21
Sales & Use Tax Accountant Resume Examples & Samples
- BS in Accounting (minimum)
- CPA (desirable but not essential)
- Advanced degree preferred
- Minimum 1 to 3 years of progressive Accounting work experience in a mid-size or large Company’s Controllers organization; experience must include monthly closing, & financial statement preparation, and analysis
- CPA firm experience a plus and can be substituted for other accounting work experience
- Experience with financial reporting system and subsidiary ledger reconciliations, account analysis and roll forwards
- Superior knowledge and advanced skills in using Excel, Word, Access, and Business Objects
- Experience and advance skills in using enterprise accounting ledger systems including Oracle, SAP, and financial reporting systems such as Hyperion and TM-1
- Candidates with International reporting and Fx currency conversion are highly desired
- Experience with GAAP and IFRS are expected with ability to research and interpret pronouncements
- Demonstrated problem solving
- Assertive and good communicator ( Written and Oral)
- Independent with project management successes & skills
- Solid Interpersonal skills as position requires interaction with the various business units and international affiliates
22
Sales & Use Tax Accountant Resume Examples & Samples
- BS in Accounting(minimum)
- CPA (desirable butnot essential)
- Advanced degreepreferred
- Minimum 1 to 3years of progressive Accounting work experience in a mid-size or largeCompany’s Controllers organization; experience must include monthly closing,& financial statement preparation, and analysis
- CPA firm experiencea plus and can be substituted for other accounting work experience
- Experience withfinancial reporting system and subsidiary ledger reconciliations, accountanalysis and roll forwards
- Superior knowledgeand advanced skills in using Excel, Word, Access, and Business Objects
- Experience andadvance skills in using enterprise accounting ledger systems including Oracle,SAP, and financial reporting systems such as Hyperion and TM-1
- Candidates with International reporting andFx currency conversion are highly desired
- Experience with GAAP and IFRS are expectedwith ability to research and interpret pronouncements
- Demonstratedproblem solving
- Assertive and goodcommunicator ( Written and Oral)
- Independent withproject management successes & skills
- Solid Interpersonalskills as position requires interaction with the various business units andinternational affiliates
23
Senior Sales & Use Tax Analyst Resume Examples & Samples
- Assist with SAP and Vertex O Series implementation
- Reconcile, Prepare and file state and local sales and use tax returns and business licenses
- Determine taxability of new products and transactions
- Resolve notices and assessments from taxing authorities
- Assist A/R and Collections with proper customer taxability and systems setups
- Support sales, use and other tax audits
- Respond to inquiries from vendors, internal and external customers
- Run monthly Vertex imports and Oracle/SAP reports
- Maintain customer exemption in Oracle and maintain certificate database
- Monitor sales and use tax laws
- Assist with IT testing and system implementations
- Support the Tax department with special projects as required
24
Analyst, Sales & Use Tax Resume Examples & Samples
- Prepare returns and related payments in accordance with a tax calendar
- Generate and analyze necessary reports for preparation of sales and use tax returns for assigned business area(s)
- Reconcile sales and use tax activity to the general leger
- Analyze and audit tax account activity and communicate any issues with appropriate team members
- Educate business area personnel on corrective procedures when identifying tax errors
- Support Front-of-House, SAP and Vertex interfaces to ensure sales and use tax is being properly reported in SAP
- Participate in audit field work and respond to information requests from auditors as assigned
- Inspire creativity and innovation, champion change
- Broad sales and use tax compliance experience
- Large scale sales and use tax compliance experience
- Passion to work in a dynamic and complex financial systems and sales/use tax environment
- Minimum of 2-3 years of working with SAP and Vertex (or related third-party tax automation system)
- Minimum 2-3 years related work experience
- SAP and Vertex Sales Tax Returns software a plus
- Public Accounting and/or experience in a large, complex corporate environment
- Bachelors in Accounting
25
Sales & Use Tax Associate Resume Examples & Samples
- A clear understanding of finance and accounting principles
- Excellent management skills
- A strong sense of ownership and accountability for work
- Fluency with all MS Office tools, including Access, Word, Excel, PowerPoint
- Excellent writing skills
- A working knowledge of Vertex is preferred
26
Senior Sales & Use Tax Accountant Resume Examples & Samples
- Process month and end year process, accounts payable/receivable, cash receipts, general ledger, payroll and utilities, treasury, budgeting, cash forecasting, revenue and expenditure variance analysis, capital assets reconciliations, trust account statement reconciliations, check runs, fixed asset activity, debt activity etc
- Ensure tax payments are recorded and tax returns are placed and tracked
- Respond to taxability questions from internal departments, customers and vendors
- Maintain tax calendar, and manage exemption certificate process Assist with continuously identifying, developing, and recommending process improvements Research and advise Controller on taxability of transactions, nexus issues, and implication of new tax laws
- Respond to tax authorities’ requests, coordinate audits and reporting
- Preparation of income tax provision and accruals
- Perform and review analysis and reconciliations of general ledger accounts
- Ensure appropriate documentation and internal controls are maintained
- Ability to prioritize and manage assignments based on their due dates
- Solid communication
27
Sales & Use Tax Accountant Resume Examples & Samples
- Prepare and file sales & use tax and HST/GST returns
- Investigate and resolve Sales & Use tax issues
- Maintain transaction tax rates and communicate changes to all stakeholders including stores and IS department
- Manage state and local tax audits
- Secure and renew business licenses for new and current retail locations
- Work with insurance agency to obtain certificates of insurance for new stores
- Facilitate property tax outsourcing relationship and process
- Research product and service taxability by jurisdiction and document findings
- Assist in the daily operation of the Direct to Consumer accounting department
- Participate in general accounting duties as required
28
Senior Sales & Use Tax Accountant Resume Examples & Samples
- Bachelor’s Degree in Accounting, Math, Economics, or similar field from an accredited university and 4+ years of overall experience. This should include 2+ years of experience in public accounting or large corporate tax/accounting department
- Computer and technology competency, including proficiency in Microsoft Excel
- MUST BE A US CITIZEN
- Experience with Deltek Costpoint, Hyperion, and One Source are pluses
29
Sales & Use Tax Supervisor Resume Examples & Samples
- Supervising state and local sales/use tax returns prepared by the sales tax team
- Prepares domestic property tax returns and applications
- Serves as the system administrator of the sales tax system utilized by all order entry systems Reviews domestic contracts for various tax issues as part of the legal/finance review process
- Coordinates in determining the accuracy of system updates by ensuring all systems are tested thoroughly
- Monitors and communicates the sales tax ramifications and ensures sales tax is collected or accrued properly in accordance with the law
- Assist with sales tax audits under the direction of Sales/use Tax Manager
- Guides the successful completion of Sales/Use tax projects or programs
- Researches and analyzes detailed tax issues
- Reviews and approves sales tax refunds
- Ensures the general ledger is correctly stated
- Reviews monthly journal entries
- Develops and conducts tax training sessions
- Performs accounts payable sales tax audits to ensure that sales tax is paid correctly
- Supervises the preparation of resale and exemption certificates for vendors
- Serves as the records management coordinator for the US tax team
- Bachelor's degree in Accounting, Economics, Finance or a related field
- Master's degree in Accounting or JD preferred
- Must be eligible to sit for the CPA exam and be actively engaged in the certification process or be a licensed attorney
- Minimum of five years of sales/use tax analytical experience
- Property tax compliance experience preferred
- Ability to analyze financial information from multiple sources, question the validity of data and perform detailed tax research
- Knowledge of or familiarity with Vertex O Series sales tax software is preferred
- Strong personal computer skills in addition to extensive knowledge of Excel and Access database to analyze large quantities of data from multiple sources
- Knowledge of or familiarity with PeopleSoft and JD Edwards general ledger and accounts able software, Internet, and electronic data interchange is strongly preferred
30
Sales & Use Tax Accountant Resume Examples & Samples
- Prepare and maintain business licenses for all local and state jurisdictions
- Prepare sales and use tax returns on a monthly and quarterly basis
- Coordinate all tax payments to governing bodies timely with Accounts Payable
- Work with state agencies to resolve outstanding tax issues
- Research tax code for appropriate response to state notices of tax assessment
31
Senior Sales & Use Tax Accountant Resume Examples & Samples
- Support a co-sourced monthly compliance process, including Puerto Rico and Canada
- Prepare and/or review monthly reconciliations for various sales, use, VAT, B&O, and other miscellaneous tax accounts
- Coordinate multiple sales, use, and VAT tax audits across the US, Puerto Rico, and Canada
- Keep abreast of and provide analysis for tax law developments and tax planning opportunities to assist in minimizing the tax burden and maximize cash flow for the Company
- Coordinate staff schedules and workloads
- Perform special research projects as required and communicate results effectively to management
- Provide sales tax support for question/concerns from customer service specialists
- Engage with a broader group of non-tax personnel within the Company, including IT teams in support of sales tax systems
- Engage with and develop relationships with both internal and external tax resources
32
Sales & Use Tax Manager Resume Examples & Samples
- Deliver a full range of State and Local Tax services including tax return preparation and review, tax research, preparation of technical memorandums, drafting client correspondence, and counseling client in defending against state audits
- Bachelor's degree in Accounting. CPA, Masters in Taxation, LLM in Taxation, or JD
- Five to seven years of progressive State and Local Tax consulting and/or compliance experience in public accounting or a combination of corporate and public accounting experience
33
Senior Manager, Sales & Use Tax Resume Examples & Samples
- Provide excellent client service to multi-state companies with state and local sales/use tax issues, including: reverse audits, compliance, tax planning, automation technology, research and writing, multi-jurisdictional reporting, and controversies/audit defense
- Participate with multi-state companies in analyzing state tax considerations/impacts related to business restructuring projects and intercompany transactions
- Participate with multi-state companies in state and local tax controversies, which includes preparing clients for discussions with auditors, representing the client at hearings and at appeal meetings, and preparing protests
- Participate in the business development, management, and delivery of SALT services
- Eight years of experience in providing tax research and technical advice on multi-state issues
- Licensed CPA, J.D., LL.M., MST (Master’s in Taxation) or Certified Member of the Institute for Professionals in Taxation (CMI) designation, PMP, MCSD, MCITP for non-CPA eligible candidates (Please note that any candidate hired by KPMG into this position that doesn’t currently possess one of the aforementioned credentials/designations will be required to secure one within one year from the commencement of employment)
34
Associate Consultant, Sales & Use Tax Resume Examples & Samples
- Performs research on client and industry for team members
- Takes direction from multiple team members to organize and prioritize multiple tasks, meeting critical deadlines and seeking assistance with prioritization when needed
- Handles tasks in a timely manner and with a high degree of accuracy
- Handles and safeguards confidential information and sensitive material
- Possesses solid analytical aptitude, research, and problem-solving skills
- Works overtime and travels independently as needed
- Performs other duties and assists with other projects as assigned
35
Senior Consultant, Sales & Use Tax Resume Examples & Samples
- Perform engagements on secondment to clients for such periods of time as may be arranged
- Prepares and presents fee-based tax seminars and workshops for clients. Training will be conducted in Ryan Training Center or on-site at client premises
- Attends and participates in consultants’ monthly training meetings
36
Consultant, Sales & Use Tax Resume Examples & Samples
- Bachelor’s degree in Accounting or Finance (with minimum 12 accounting hours with GPA of 3.0 or higher)
- Strong academic credentials (minimum Overall 2.8+ GPA)
- Relevant work experience preferred (e.g. internships, summer positions, school jobs)
- Desire to perform in a high-energy team environment
37
Senior Consultant, Sales & Use Tax Resume Examples & Samples
- Negotiates tax resolutions with state agencies
- Performs data downloads from client's accounting system
- Reviews and reconciles client data downloads and identifies tax issues to research
- Responds to client inquiries and requests from state agencies
38
Sales & Use Tax Analyst Resume Examples & Samples
- Gather data for filing of sales / use tax returns
- Prepares and files all sales /use tax returns (online / hard copy)
- Prepares and files GST and PST returns
- Makes determination on taxability of items purchased (Capital and other)based on current applicable law
- Reconcile sales/use tax General Ledger accounts monthly
- Manage external sales / use tax audits as well as reverse sales / use tax audits
- Manage collection of applicable exemption certificates from customers
- Update tax rates in ERP system as they change
- Exemption approvals
- AP tax inquiries
- Collection of sales tax exemption certificates
- Maintenance of sales tax licenses
- Assist GL team during monthend close as needed
- Bachelor’s degree in Economics, Finance or Accounting is preferred
- 3 years minimum sales and use tax experience; 5 years of total experience
- Experience with state/other entities web filing process
- General Ledger experience (booking entries, reconciling accounts)
- Prior experience in manufacturing industry is preferred
- Strong analytical skills and ability to reconcile sales/use tax account and identify/resolve discrepancies
- Good understanding of financial processes and internal controls
- Strong computer skills including Excel and PowerPoint
- Knowledge of SAP is preferred
- Strong work ethic and sense of personal responsibility for work outcomes
- Must be able to maintain a high degree of confidentiality
- Ability to build relationships quickly and to influence effectively in ambiguous situations
- Analyzes situations and problems
- Drives for results
- Builds and sustains relationships
- Clearly expresses oneself orally and in writing
- Fact-based problem solving
- Uses sound judgment
- Inspires trust and open communication
- Formal presentation skills
- Ability to travel if needed (10% - 15%)
39
VP, Sales & Use Tax Resume Examples & Samples
- Working with clients on implementing sales and use tax processes and system improvements
- Identify and market opportunities for tax planning services
- Oversee retrieval, validation and reconciliation of audit data inputs,
- Prepare audit submissions, work papers and memorandums
- Assisting with the development, management, and delivery of Sales and Use Tax services
- Providing assistance on client engagements
- Researching new and current tax legislation
- Delivering projects in a timely manner with final work products that meet or exceed the client's expectations
- Developing and maintaining client relationships to ensure an ongoing pipeline of project work
- Mentor, and train client service team members
40
Senior Associate, Sales & Use Tax Resume Examples & Samples
- Collaborate with and coordinate team members to assist with management of projects,
- Oversee documentation retrieval and organization to support sales and use tax audit defense,
- Prepare audit submissions, work papers and memorandums,
- Participate in audit negotiation and presentation of data analysis and taxability research,
- Conduct data analysis and work paper preparation for reverse audit projects to ensure identification and recapture of refund opportunities
- Three plus years’ experience with demonstrated progression of responsibilities in a combination of Tax and/or Information Technology roles, preferably within a corporate tax environment or a combination of experience within a corporate tax environment and a public accounting or consulting firm
- An understanding and working knowledge of client’s business and tax systems including Oracle and/or SAP, Microsoft Excel, Word, Access and Tax Software such as Vertex and/or Sabrix
- Ability to analyze raw data from ERP systems to reconcile to trial balances and sales and use tax returns
- Experience working with audits and reverse audits
- Knowledge of Microsoft Word, Access, and Excel
- Ability to draft filings, such as refund claims, petitions for redetermination, and various other administrative replies
- Good organizational skills with a high attention to detail
- Requires Bachelor's degree in accounting, finance or a related field
- Travel Required
41
Sales & Use Tax Senior Resume Examples & Samples
- Ensuring timely and accurate filing of sales and use tax returns
- Assist with sales and use tax, audits/reverse audits
- Assist with securing refund claims and credits & incentive opportunities
- Maintenance of Exemption/Resale/Direct Pay Certificates
- Be a leading resource of the Vertex software environment
- Sales and Use tax analysis and filing in all 50 states and Canada
- Ensuring current tax rates are applied
- Maintaining tax records for monthly, quarterly and annual filings
42
Sales & Use Tax Accountant Resume Examples & Samples
- Prepare or gather data for tax filings for all companies
- Work with outsourced tax filing/preparation partners on sales and use tax filings
- Assist other corporate personnel with tax-related matters
- Analyze data for all tax filings, and put data into usable format for both internal and external uses
- Ensure business and tax compliance in all states that we operate by reviewing new tax laws
- Help design and/or improve controls and current tax processes
- Research tax laws and current issues
- Reconcile tax accounts in accord with company’s General Accounting policies
43
Sales & Use Tax Senior Resume Examples & Samples
- Perform detail reviews of client’s sales and use tax processes and compliance function
- Assist clients with various state tax planning issues
- Assist clients with representation before various state and local authorities
- Research issues and draft technical memoranda regarding various state tax issues
- Identify opportunities for tax planning and other special services
- Serve as a technical resource for professionals in the firm
- Directing and supervising support staff with document management, data gathering, and drafting/editing reports
- Communicating with clients and client’s representatives
- Completing engagements within budget parameters and time deadlines
- Managing multiple engagements
- Bachelors degree required, Masters degree is a plus
- 2+ years of experience in Sales & Use Tax is required, public accounting experience is preferred
- Ability to independently manage multiple projects; ability to meet stringent internal and external deadlines
- Flexibility to act autonomously while being a team player
44
Sales & Use Tax Manager Resume Examples & Samples
- As a Sales and Use Tax Manager, within the Baker Tilly State and Local Tax (SALT) practice, you will be responsible for the following job duties which are focused around three core concepts (Business Development, Technical and Quality Expertise, and Client Service)
- Experience with sourcing and taxability of SaaS as well as serving start-up technology companies extremely desirable
- Review sales and use compliance and provide state tax consulting, including: nexus studies, technical research, exposure quantification, voluntary disclosures, audit defense, reverse sales tax audits, ASC 450 reviews, technology, planning and other state tax consulting
- Provide excellent client service to multi-state companies with sales and use tax issues including compliance, advisory services, planning, technology, and controversies
- Serve as a Valued Business Advisor to Baker Tilly clients, and mentor or coach to one or more employees
- Identify opportunities to cross-sell various SALT services
- Bachelor's Degree in Accounting or equivalent, CMI or CPA designation required
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Sales & Use Tax Accountant Resume Examples & Samples
- Advanced Degree and/or CMI Certification highly desired
- Demonstrated advanced knowledge of sales & use tax compliance concepts, practices, and procedures
- Demonstrated ability to operate in multiple ERP systems
- Demonstrated knowledge of tax compliance systems (Taxware, TaxAutomation, Vertex)
- Typically 5 –8 years of successful experience in a directly related field and successful demonstration of responsibilities and knowledge as presented above
- Prior experience with a major company or governmental entity preferred
- Advanced skills in Excel, Word, Outlook, and PowerPoint
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Tax Senior Director Sales & Use Tax Resume Examples & Samples
- BS/BA in Accounting, Business or related field required, Masters/MBA, or LLM a plus
- 8+ years of current or recent experience in public accounting or corporate tax department
- Thorough experience identifying and addressing client needs: developing and sustaining deep client relationships using networking, negotiation and persuasion skills to identify and sell potential new service opportunities; preparing and presenting complex written and verbal materials; and defining resource requirements, project workflow, budgets, billing and collection
- Subject matter expertise in an area of State Income Tax with a strong understanding of non-core technical tax issues (strong focus on Income Franchise)
- Strong written, communication and presentation skills a must
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Tax Manager, Sales & Use Tax Audits Resume Examples & Samples
- Manages the tax process for sales and use tax audits. Implements short and long-term tax savings strategies by collaborating with the various tax functions
- Collaborates with Finance and Accounting on tax and accounting issues impacting the Company’s financials
- Proactively recommends changes in tax procedures, tax methodology and/or tax calculations to tax teams
- Monitors tax legislation and provides advice on tax issues. Conducts research of applicable tax laws in order to resolve complex tax issues and resolves tax issues and develops best practices for team to implement
- At least 3 years of experience supporting the execution of tax strategy based on the key objectives and goals of the Company
- CPA or Master’s Degree in Taxation
- Previous experience managing sales and use tax audits and negotiating with state auditors
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Sales & Use Tax Analyst Resume Examples & Samples
- Manage sales and use tax audits which will include serving as the primary auditor contact, providing all data, working with the field personnel to gather source documents and other information and reviewing adjustment schedules
- Manage the internal sales and use tax control programs and resale certificate processes
- Respond to taxability or procedural questions from operations, manufacturing and administrative personnel as needed
- Assist with the research and written communication related to transaction tax treatment of company reorganizations, mergers, due diligence, asset transfers, etc. as requested by Corporate
- Provide training/create processes for the field personnel to ensure the proper taxes are being paid on purchases and charged to customers
- Assist with customer and vendor inquiries related to sales tax refund assignment forms, tax credit memorandum, sales tax audit requests, etc
- Assist field personnel with sales and use tax registration requests, qualifications and maintenance of permits
- Assist field personnel with state and local notices, assessments, and inquiries
- Perform special projects such as refund claims, as needed
- 5 years direct experience with sales and use tax matters in a public accounting firm, tax consulting firm, or large corporation
- Strong technical background in multi-state and local transactional tax matters
- Ability to travel 10-15% of the time
- Strong interpersonal skills and ability to communicate tax guidance to people at all levels
- Strong organizational skills with ability to work independently as well as part of a team
- Certificate Public Accountant, Certificated Member of the Institute (“CMI”) and/or Master in Accounting or Taxation
- Oil and gas/well servicing industry experience
- Experience with SAP, Excel, and Word
- Experience with BNA, RIA, and other research systems
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Tax Accountant Sales & Use Tax Resume Examples & Samples
- Correspond with taxing authorities regarding assessments, delinquencies, licensing requirements, electronic filing/payment requirements, and rate changes
- Assist with state audits by responding to information requests in a timely manner
- Respond to internal and external customers on sales and use tax issues
- Research state and Canada taxing issues
- Prepare and/or review state sales and use tax returns, data manipulation and support for monthly compliance activities
- Create and/or review monthly state and local tax accrual journal entries, and reconcile payable accounts and reserve balances
- Prepare/review state sales tax payments
- Bachelor’s Degree in Accounting, Finance or the equivalent and 2-4 years of relevant, progressive experience in state taxation. Currently hold or actively pursuing a certification such as CPA or CMI is preferred
- Prior experience in sales and use tax compliance, audit administration and research to include
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Sales & Use Tax Analyst Resume Examples & Samples
- Experience in preparation and review of U.S. Sales and Use Tax returns
- Additional experience in exemption certificate administration preferred but not required
- Strong Excel spreadsheet analysis skills
- Proficiency with Vertex tax preparation software preferred, but not required
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Sales & Use Tax Manager Resume Examples & Samples
- Manage and support UTC’s sales and use tax compliance obligations
- Perform monthly use tax reviews to identify areas of exposure and opportunity
- Respond to internal and external customer inquiries in a timely manner
- Research and provide guidance on S&U tax matters
- Maintain Sarbanes Oxley controls for sales and use tax compliance
- Management of various additional compliance related projects
- 7-10+ years of sales and use tax experience with a significant emphasis on management of processes, preferably for a large, multistate, corporate tax or accounting firm environment
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Sales & Use Tax Analyst Resume Examples & Samples
- Prepare, review and submit the Corporation’s federal, state, provincial and local sales tax returns to ensure accurate, timely compliance. This includes the review of self-assessed sales tax, determining which assessments are inappropriate, initiating correcting accounting entries, and preparing and submitting data to an outside service provider who prepares and files the returns
- Analyze and reconcile sales tax receivable and liability accounts as assigned in a timely, accurate and efficient manner; recommend appropriate adjustments to those account and otherwise ensure assigned accounts are accurate
- Consistently identify, study, and implement efficiency improvements in the sales tax accounting and reporting process
- Gain the necessary knowledge to become knowledgeable in sales and use tax laws and regulations, identifying opportunities and risks in the sales and use tax automated accrual process, research opportunities and risk in order to determine accurate tax treatment, and incorporate necessary changes in automated accrual processes so as to provide a high level of assurance that the corporation pays tax accurately
- Support federal, state, and provincial audits by managing data extracts requested by auditors, answering questions, analyzing findings, and implementing corrective action where necessary
- Bachelor’s degree, preferably in accounting or finance, with a sound understanding of accounting principles and concepts
- Demonstrate, or show the ability to develop, knowledge of federal, state, provincial and local sales and use tax laws, regulations, and reporting requirements
- Customer service oriented and a team player
- Process Improvement orientation
- Strong analytical, research and problem solving skills
- Strong planning and work management skills
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Sales & Use Tax Supervisor Resume Examples & Samples
- Ensure all sales & use tax filings, payments, and requests are completed accurately and in a timely and professional manner
- Analyze changes in sales tax account balances and prepare written explanation to Management and external financial auditors
- Apply knowledge to understand potential tax issues, and recognize and communicate potential risks and potential changes in tax policy
- Manage sales tax audits including both planning and defense
- Prepare and review responses to tax notices received from various taxing jurisdictions
- Perform tax research projects as appropriate and provide other tax technical support as needed
- Develop staff on both tax technical knowledge and being a tax professional
- Collaborate with other members of management in the department to ensure that work is prioritized and staff are utilized as efficiently and effectively as possible
- Manage the outsourced tax return functions
- 5+ years of experience in a corporate setting with proven supervisory experience
- Experience working with TaxWare preferred
- In depth knowledge of sales tax compliance requirements in the United States at both state and local levels
- In depth knowledge of VAT compliance requirements preferred
- Unclaimed property experience preferred
- Strategic and technical self-starter with the ability to manage multiple tasks and deliver results ahead of deadlines
- Strong critical and analytical thinking skills and problem solving capabilities with close attention to details
- Ability to encourage team environment, motivate team members, and contribute to the professional development of assigned personnel
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Sales & Use Tax Manager Resume Examples & Samples
- Bachelor’s Degree in Accounting, Finance, or related field of business
- 8+ years of experience in US sales and use tax area
- 3+ years of experience managing US sales and use tax audits
- Familiarity with contracts, purchase orders, and purchasing as agent
- Knowledge of US sales and use taxation of engineering and construction industry
- Working knowledge of Oracle is a plus
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Sales & Use Tax Audit Manager Resume Examples & Samples
- Ensure that all auditors are properly supervised in all aspects of their audits
- Periodically perform fieldwork with auditors to assist supervisors and to evaluate auditors in the field
- Manage audit work for Supervised teams, work with Supervisors to ensure productivity of auditors
- Communicate monthly with Supervisors and Team Leaders regarding completion of audits and Star updates, handle any issues with stalled or old audits, ensure timely turnover of assigned cases
- Attend IEM Meetings and communicate with clients as needed
- Report any employee issues to the Director. Assist Director with employee programs
- Perform annual performance review of subordinates in conjunction with Director and assist Supervisors in annual performance reviews for Auditors, organize monthly training of audit staff to keep current on all tax policy and rate changes
- Organize Training and Recertification of auditors
- Regularly report on the progress toward meeting the company quota and the percent of cost effective audits
- Regularly report on the inventory level and capability of current staff to handle audit load. Regularly update on turnover of old audits
- Review fieldwork and exit interview reports/trends and report to the management team regularly
- Perform final Review of Audits before submission to client. Meet with auditor/supervisor/IT in advance to approve proposed sample plan, sign sample agreements for teams- 3 days
- Attend taxpayer protest hearings, Work with auditors and supervisors in all situations where negative taxpayer relations exist
- Create hourly billing reports monthly and submit for invoicing
- Prepare analysis of cost effectiveness on audits reported to client annually
- Regularly identify client concerns with procedures, address internally and follow up with clients on resolution
- 2+ years’ experience in Sales / Use Tax Audit or governmental compliance with at least two years of supervisory experience preferred
- Proficiency in Microsoft Office 2007 or later releases is required
- Must have the ability to communicate in a clear & concise manner both orally and in writing
- Ability to read and interpret documents such as accounting procedures and instructions
- Ability to calculate figures and amounts such as interest, and allocation percentages and apply concepts of business mathematics
- CPA or other certification preferred
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Director, Sales & Use Tax Resume Examples & Samples
- Manages the tax defense for sales and use tax audits in the U.S and Canada including direct control over all responses to information requests. Manage the entire process throughout all levels of appeal including directly overseeing tax court challenges in order to minimize audit assessments
- Manages all aspects of compliance for Sales & Use Taxes and Business Licenses including filings, billing, payments, accounting reconciliations and support, nexus issues and internal audit reviews
- Supervise, train, coach and develop diverse staff of four along with reviewing and evaluating their work
- Provide tax support, including technical advice to all levels of the business operations including sales staff, billing and customers to proactively align compliance requirements with operational expectations
- Partners with internal IT function to optimize systems in efforts to improve tax processes and compliance with regulations and changing business needs including process mapping, configuration of tax system changes,user acceptance testing and training relevant users that affect the tax process
- Actively participate in various M&A activities including risk identification related to nexus and audit exposures as well as integration of targets into Cenveo's current sales & use tax compliance systems and ensuring appropriate records retention is secured to satsify statute requirements
- Maintain current research knowledge related to actual and proposed changes to state & local tax legislation for the U.S. and Canada as it affects the company's manufacturing operations and lead advisory planning efforts to minimize tax liability to both the company and its customers
- Respond to inquiries from state tax authorities related to tax notices, nexus questionnaires, etc
- Collaborates with Finance and Accounting on tax and accounting issues impacting the Company's financials
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Sales & Use Tax Analyst Resume Examples & Samples
- Bachelor's degree in accounting
- Strong experience with multi-state sales and use tax filing
- 2-3 years experience
- Proficiency in Microsoft Excel
- Sales and Use Tax knowledge
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Sales & Use Tax Analyst Resume Examples & Samples
- Manage sales tax email inbox and respond to customer/internal inquiries regarding taxability, exemptions, tax rates, and other general requests
- Create sales tax adjustments in GL system and prepare supporting documentation
- Research state tax rulings as they relate to products and services sold
- Research state tax rulings as they relate to resale and statutory exemptions
- Prepare monthly use tax entry
- Assist with tax audit requests and document preparation
- Review tax exemption / resale forms for validation
- Previous sales tax experience preferred
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Analyst, Sales & Use Tax Resume Examples & Samples
- Prepare and file monthly and annual state and local sales and use tax returns and business license returns. Including gathering and compilation of reports and work-papers
- Prepare and file state and local gross receipts returns
- Manage the sales tax exemption certificate process
- Respond and manage notices from tax jurisdictions and support the resolution of issues
- Assist with various sales and use tax audits as requested
- Work closely with plant and business unit finance and accounting teams to support compliance and answer questions. Handle general accounting for the tax accounts
- Coordinate with other regional indirect tax and trade compliance team members and assist with obtaining tax recoveries and incentives
- Perform ad-hoc analysis
- Minimum of 3 years sales & use tax compliance, and working knowledge of sales & use tax laws
- Microsoft Office Suite proficiency
- Strong leadership, self-management, presentation, and interpersonal skills
- Comfortable working with senior leadership
- SAP and other ERP experience a plus
- Similar industry/corporate background is a plus
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Sales & Use Tax Analyst Resume Examples & Samples
- Preparation and filing of sales tax returns for US entity that provides regulated voice services
- Review of company records and accounts to determine required payments of Use tax
- Preparation of account reconciliation analyses for US sales tax accounts
- Maintenance of all necessary tax exemption certificates from customers, and preparation of all required tax exemption certificates for suppliers
- Support on determination of proper taxation of products and services sold to customers
- Preparation and filing of all business licenses as required by the various tax authorities in the US
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Sales & Use Tax Audits Manager Resume Examples & Samples
- Executes the process for sales and use tax audits. Primary point of contact for Tax Authorities and/or external consultants. Analyzes and responds to information requests in the resolution of audit issues. Closes audits with the most favorable result for the Company
- Partners with Tax and other group functions to provide sales/use tax support and development of new processes for IT initiatives, internal restructurings, M&A, or other planning projects
- Consults with compliance staff by explaining complex sales tax concepts and procedures, suggests improvements in documentation and return positions, and advises in the minimization of audit risks
- Provides sales/use tax advice on particular transactions to Management, both in the US and abroad
- Manages sales tax reserve requirements and collaborates with other Tax and Accounting personnel on the same
- Proactively recommends changes in sales tax procedures, methodology and/or sales tax calculations as needed
- Monitors sales/tax legislation and conducts research of applicable tax laws as needed
- Manages sales/use tax consulting relationships by identifying external consultants for projects, developing scope and fees, and managing successful completion of project deliverables
- Be primary contact for interaction with various tax authorities regarding sales/use tax inquires and audits
- Helps to ensure that tax planning and audit risk reduction initiatives are properly incorporated into the sales/use tax compliance process
- Support Management, Accounting, and other internal teams focusing on M&A, IT initiatives, reserve requirement, restructurings, and other projects by providing technical sales/use tax knowledge and advice as needed
- Advise, manage and help execute sales/use tax strategies in order to reduce the Company’s overall tax burden and risk. Recommend solutions for all technical sales/use matters
- Bachelor’s Degree in Accounting or other business related discipline is required. Masters’ Degree and/or CPA is a plus
- At least 5 years relevant experience at managing sales and use tax audits and negotiating with state auditors is required
- Strong knowledge of various state and local sale/use tax laws and procedures, and experience in research of the same, is required
- Appropriate interpersonal, oral, and written communication skills are required
- Strong skills in Microsoft Office are required
- Detail oriented & ability to multi-task; embraces ad-hoc projects with a positive attitude. Willing to balance being hands-on and strategic at all times
- Experience in developing and delivering oral and/or written presentations to various audience levels within an organization is a plus
- Experience in direct income tax or other indirect tax areas is a plus
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Sales & Use Tax Manager Resume Examples & Samples
- Minimum 5+ years work experience in Finance, Accounting or tax related field
- Excellent written and verbal communication skills. Ability to adequately communicate with all levels in the organization
- Implementation and management of indirect tax technologies, such as Sabrix, Vertex, or others
- Strong team player who facilitates collaboration, trust, and commitment
- Knowledge and experience managing complex sales tax initiatives and positions
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Tax Manager, Sales & Use Tax Resume Examples & Samples
- Perform monthly, quarterly and annual account reconciliations to ensure that balances are consistent with returns, filed/payments made and any special issues
- Identify, develop and implement positions and strategies to ensure compliance obligations are efficiently, timely and accurately satisfied while minimizing company’s tax liabilities
- Identify positive and adverse issues involving Federal-Mogul and its affiliates’ sales and use tax position. Identify opportunities to reduce tax burden (i.e., R&D credits and EDZ) or minimize exposure (i.e., nonresident contractor requirements)
- Interact with other teams in finance, operations and IT regarding issues with financial reporting, audit defense, IT implementations and other issues as it relates to tax and tax reporting. Troubleshoot where errors exist with respect to tax sensitive data, including coding errors, etc
- Work with other tax team members to ensure departmental deadlines are met and objectives are achieved. Provide other tax support as needed and / or assigned
- Work with internal and external groups to ensure Federal-Mogul objectives are achieved
- Act as a tax department liaison and advocate on tax issues impacting the company
- Manage the review of capital asset and consumable expense (products and services) invoices to determine appropriate taxability. Ensure the proper tax amount is charged
- Manage U.S. and Canadian sales and use tax audits, with aggressive, timely, and responsive audit defense of Federal-Mogul and its affiliates sales and use tax positions. Conduct timely resolution of notices. Manage statute of limitations, audit calendar and reserve analysis. Timely and proactively identify exposure items and quantify. Recommend and advise whether to pay without protest, protest or settle audits. Work with outside advisors as required
- Supervise outside consultants or contactors engaged to assist with audits and other matters such as implementation of new software
- Minimum of 5 years of relevant experience with a public accounting firm or a corporation with significant sales and use tax compliance obligations
- Knowledge of general accounting principles, sales/use tax compliance, sales/use tax audit experience, understanding of federal and state and local income tax concepts
- Demonstrated proficiency in Excel, CCH or RIA tax research software, SAP or other general ledger software system, and sales and use tax compliance software (Vertex)
- Industry expertise, experience with gross receipts taxes, B&O taxes, fuel, litter and other environmental taxes is a plus. Implementation of Vertex sales and use tax software also highly desirable
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Sales & Use Tax Analyst Resume Examples & Samples
- Maintaining tax exemption status of customers within STEP and Enable sales tax exemption software
- Responding swiftly to all customer calls and emails while providing accurate and timely information, answers, and support to Hill’s Pet Nutrition customers regarding sales tax concerns and issues
- Applying knowledge of sales and use tax rules and regulations to maintain exemption status, issue customer credits, coordinate taxation status of customers, and maintain proper taxation of customers and products throughout all applicable systems and software
- Maintaining tax systems and tax logic within all applicable systems and software
- Preparing monthly sales and use tax compliance information for 3rd party preparers and for initial preparation of other indirect tax compliance such as property tax renditions, tonnage fee reporting, etc
- Performance of special projects, which may include but is not limited to, gathering and analyzing data for audit defense, reverse audits, implementation projects, and performing other indirect tax compliance activity when and as requested
- High Diploma or equivalent
- 2+ years of prior, successful work experience in a customer-facing environment, call center role or finance/accounting/tax role
- Strong customer service skills combined with the ability to communicate effectively on the phone and in writing
- Solid enterprise system experience
- Strong PC skills (particularly with Microsoft Access and Excel)
- Superior problem solving and analytical abilities
- Ability to work independently and under minimal supervision
- Flexibility to work extended hours and weekends, as necessary, to meet work flucuations, business needs or critical deadlines
- Prior functional and/or technical experience in Sales Tax and Use Tax
- Bachelor’s degree in Accounting, Finance, Business or a related field of study
- Ability to perform tax research and apply tax principles to business operations
- Experience with SAP systems
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Senior Manager, Sales & Use Tax Resume Examples & Samples
- Must be eighteen years of age or older
- 8-10 years of experience preferred
- Technical expertise in tax
- Coaching, counseling, and people management skills
- Ability to work with teams in diverse functional areas
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Administrative Assistant, Sales & Use Tax Resume Examples & Samples
- Maintains communications (e-mail, written, phone, and fax) while team is traveling
- Answers telephone calls and takes accurate and concise messages, escalating appropriately
- Assists with other projects as needed
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Sales & Use Tax Analyst Resume Examples & Samples
- Sales and use tax compliance data download and accuracy review
- Month-end Journal Entry accruals
- Sales tax accounts monthly reconciliation and review
- IT project coordination
- Assist in the maintenance of sales & use tax systems to support accurate tax returns
- Support other indirect tax compliance reporting and projects as needed
- Work closely with consultants in the preparation of various indirect tax projects
- Prior experience and understanding of accounting principles including G/L reconciliation and debit/credit account postings
- Advanced experience with SAP, Access, & Excel is required
- Excellent written, verbal and interpersonal communication skills
- Organized and able to manage multiple activities and projects while producing timely deliverables with a high degree of accuracy under strict time-constraints
- Certificate Public Accountant, Certificated Member of the Institute (“CMI”) and/or Master in Accounting or Taxation preferred
- Oil and gas/well servicing industry experience a plus
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Sales & Use Tax Analyst Resume Examples & Samples
- Responsible for the accurate and timely filing of all state and local sales tax returns
- Update state sales tax rates
- Review the need for sales tax software, and prepare recommendations
- Ensure compliance for collecting and remitting all necessary state and local sales tax
- Prepare nexus analysis and review with management to ensure compliance
- Complete internal state tax audits and implement corrective action
- Continuously improve the sales and use tax work flow process
- Research state and local tax laws especially for new ship-to locations
- Assist in the preparation of business tax incentive filings
- Develop procedures and work with the appropriate personnel to improve the accuracy of use tax paid
- Research and answer all state income tax inquiries
- Prepare any required governmental reporting requests
- Administer short pay credits related to sales tax
- Contact customers for collection of prior sales tax short pays
- Creation and maintenance of sales tax guide reflecting filing and nexus status for each state
- Assist in year-end tax preparation schedules
- Backup for the filing of all sales and use tax returns
- College degree preferred. Working knowledge of sales and use tax compliance is a must
- Strong computer skills and knowledge of Power Point, Word, and Excel required. As well as proficient knowledge of financial systems and spreadsheet applications
- Possess good analytical and organizational skills with attention to detail
- Self motivated individual that requires minimal supervision
- Must have good presentation and interpersonal skills, including ability to communicate in English
- Must be proficient on a ten key calculator
- Must be able to type 35 words a minute
- Must have communication and interpersonal skills, along with the ability to read, write, and speak English
- Must be able to sit for up to 4 hours at a time
- Ability to work on a computer for up to 4 hours at a time
- Must be able to lift up to 45 pounds on occasion
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Senior Sales & Use Tax Analyst Resume Examples & Samples
- This person will be responsible for ensuring the metrics are completed and SLA’s are being met by tracking and auditing data, reporting metrics to the customer and internal team
- Responsible for metrics compilation and reporting, audits, filing sales & use tax returns, customer service, issue research & resolution pertaining to returns, payments or missing returns and payments
- Responsible for initiating payments to jurisdictions, volume forecasting and fulfilling date requests from customers
- Ability to work with and coordinate across teams in multiple locations
- Performs a variety of accounting functions within the Accounting department
- May perform one or more of the following duties: Prepares journal entries#CD# maintains and reconciles ledger accounts
- Conducts studies and develops solutions for improving accounting processes
- 2-3 years experience, required
- Sales & Use Tax Filing /Jurisdiction correspondence
- Customer service, Clear/concise written & verbal communication; time management; multi-task / ability to plan & prioritize
- Outlook, MS Excel, MS Word, MS PowerPoint, Internet, required. Intermediate experience preferred
- Strong analytical skills, strong computer skills
- Ability to multi-task and manage competing deadlines, basic customer service and phone skills (will need to contact jurisdictions for information and to resolve issues)
- Strong organizational skills, ability to identify and implement process improvements, attention to detail
- The person in this role needs to have good soft skills – the ability to work well with people as well as interact with offshore teams
- This person needs to be very strong analytically and detail oriented as well as have the ability to research and resolve issues with little oversight
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Sales / Use Tax Analyst Resume Examples & Samples
- Bachlors degree required. Accounting is preferred
- 3-4 years of Texas oil and gas exploration and production sales and use tax consulting and audit experience is required
- The ability to generate reports out of a general ledger, and filter data in Excel is required
- The successful candidate must have strong knowledge of sales and use taxability in Texas of purchases made by an exploration and production company
- Experience with audits is desired
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Associate, Sales & Use Tax Resume Examples & Samples
- Support the sales and use tax and property tax functions
- Preparation of payment requests
- Mailing of returns
- Research/resolve tax notices
- Filing/scanning returns into Hyland
- File business license correspondence
- Maintain sales & use tax email inbox, mail and phone inquiries
- Assist with sales & use tax audits as assigned
- Maintain required Sarbanes Oxley documentation for the sales & use tax process
- Bachelor Degree in Accounting, Business or a minimum of 3 years’ relevant work experience
- 1-2 years sales & use tax compliance and/or consulting experience
- Ability to analyze and problem solve
- Basic MS Office skills and ability to learn and utilize other systems/software (Taxware, Taxsolver, Vertex, SAP, Lawson, AS400-JBA, Hyland)
- Ability to apply common sense understanding to carry out instructions furnished in written or oral, or diagram form
- Ability to solve practical problems and deal with a variety of variables in situations where only limited standardization may exist
- Ability and willingness to work evenings or weekends when necessary to meet filing and project deadlines
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Senior Sales & Use Tax Analyst Resume Examples & Samples
- Managing month-end accounting close
- Preparing journal entries, audits, and other required tax schedules
- Performing general ledger account reconciliations
- Prepare and file monthly GST/HST/QST returns
- Provide information to our external CPA firm to support filings of state/local tax returns
- Ensure compliance with the state sales & use tax laws
- Address any sales & use tax deficiencies
- 4+ years’ experience in Sales & Use tax
- Experience working on state sales use tax audits and defenses/appeals
- Oracle or SAP ERP experience
- MBA or Masters in Taxation is a plus
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Analyst, Sales & Use Tax Resume Examples & Samples
- Prepare and file sales & use tax returns of varying degrees of complexity
- Prepare GL account reconciliations/analyses and journal entries
- Process required tax payment requests and ensure all payments are remitted to tax authorities by the required due dates
- Manage and update the sales & use tax calendar
- Respond to notices and document requests from state and local tax authorities
- Assist with external sales & use tax audits as assigned
- Assist with special projects / Business Unit requests as assigned
- Provide exemption certificates to vendors upon request
- Write required Sarbanes Oxley documentation for the sales & use tax compliance process
- Manage and update accurate and complete desktop operating procedures for the sales & use tax compliance process
- Bachelor Degree in Finance/Accounting or 5 + years’ sales and use tax compliance experience within a large national or multi-national company
- Minimum 3 years’ sales and use tax compliance experience
- Experience working in a regional shared service center a plus
- IPT CMI designation preferred
- Detail oriented and organized
- Excellent computer skills (MS Office, Taxsolver, SAP, ALFA, Lawson, AS400-JBA, Trans4M, Co-op, Taxware, Vertex, Hyland)
- Ability to clearly write reports, business correspondence and procedure manuals
- Ability to effectively present information and respond to questions from groups of managers, customers, and vendors
- Ability and willingness to work evenings or weekends when necessary to meet project deadlines
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Sales & Use Tax Manager Resume Examples & Samples
- Meet and exceed individual objectives as defined by supervisor
- Thoroughness, accuracy and timeliness in completing essential duties
- Strong attention to detail and sense of urgency
- Technical background – professional with a demonstrated ability to lead a technical area
- Acts as a business partner – collaborative mindset, can articulate complex issues and regulations to business leaders
- Player/coach – brings credibility, confidence, and leadership to a new role, enjoys mentoring and leading a team of technical professionals but also has the ability to be hands on
- Entrepreneurial spirit – thrives in an environment that is constantly changing and performs well with little guidance
- Bachelor’s degree in accounting, finance, or economics
- Must have at least four years of sales and use tax experience
- Must have prior management experience
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Sales & Use Tax Manager Resume Examples & Samples
- Manage, direct, and monitor multiple client services teams on client engagements
- Provide tax planning, consulting, and compliance expertise to clients
- Manage to budget
- Deliver a full range of State and Local Tax services including tax return preparation and review, tax research, preparation of technical memorandums, drafting client correspondence, and counseling client in defense against state audits
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Sales & Use Tax Accountant Resume Examples & Samples
- 4 or more years experience working with multi-state sales and use tax
- Detail oriented with high degree of accuracy
- Strong theoretical and practical knowledge of generally accepted accounting principles
- Four year college degree in accounting or equivalent experience
- Ability to communicate with internal and external auditors relating to sales/use/rental tax issues
- Reconciliation and allocation of real estate taxes between entities
- Review invoices for payment and accrue amounts due for various liabilities
- Direct preparation of special projects or reports assigned to the section
- Set up PC systems to enhance productivity within the office
- Reconciliation of various Balance Sheet accounts
- Train and assist Associates and Clerks in specific accounting tasks and in the use of systems
- Various other projects as assigned by supervisor
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Tax Accountant Sales & Use Tax Resume Examples & Samples
- Assist in the preparation of the income tax provision workpapers
- Assist in the analytics and maintenance of the tax depreciation calculations
- Assist management with federal and state tax audits
- Research new sku item taxability
- Maintain point of sale system including updating sku taxability
- Coordinate the implementation and maintenance of tax software including Vertex and Sabrix
- Participate in testing of new software and software upgrades
- Assist in the preparation of Sarbanes-Oxley compliance documentation
- Stay abreast of current tax law changes and increase tax knowledge through continuing education and training
- BA or BS degree is required
- Direct tax experience of two years or more
- Ability to research tax issues, formulate and develop recommendations for management
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Sales & Use Tax Accountant Resume Examples & Samples
- Monthly Returns compliance
- Proficient using complete Microsoft Suite (Word, Excel, etc.) and PC skills
- Proficient using computer-based accounting systems; Oracle preferred
- Experience using Vertex O and Vertex Returns tax software preferred
- Working knowledge in state and local tax compliance procedures
- Analytical and research skills
- BS/BA degree in accounting or finance
- 1-3 years of experience with sales and use tax matters including
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Sales & Use Tax Analyst Resume Examples & Samples
- Apply for and maintain sales and use tax licenses and exemptions
- Resolve accounting and invoicing issues, when they arise
- Assist with sales tax audits and research, as needed
- Assist with property tax, income tax and other areas, time allowing
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Sales & Use Tax Manager Resume Examples & Samples
- Lead the Sales/Use Tax Compliance Team
- Provide guidance and oversight to sales tax team members on various subjects including
- Research of multiple state notices for sales tax issues and communicate/resolve issues directly with state tax authorities
- Exemption certificate inquiries
- Indirect tax law
- Analyze sales tax data from billing systems to ensure the proper tax is collected and reflected on tax returns and supporting documentation. Communicate errors or discrepancies noted and assist in corrective actions
- Review and approve monthly sales/use tax returns, excise tax returns, and other various tax returns for multiple states using tax software and/or online filing systems
- Respond to exemption certificate inquiries
- Review and approve journal entries and general ledger account reconciliations for indirect tax accounts
- Provide training to key stakeholders on indirect tax changes
- Provide mentoring, coaching and timely feedback to teammates to strengthen their technical and professional skills
- See and take advantage of individual professional development opportunities and strive to achieve the highest degree of competency
- Bachelor’s degree in Accounting, Finance or Tax
- CPA or JD preferred
- Minimum of 7 years of professional finance/accounting/tax experience, in a large corporation or public accounting firm
- Minimum 5 years of management of finance/accounting/tax department with proven leadership, organization and communication skills
- State and Local Sales/Use tax knowledge
- Ability to communicate with impact across all levels of an organization
- Knowledge and experience with SAP and OneSource preferred
- Proficiency with MS Office Applications
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Sales & Use Tax Manager Resume Examples & Samples
- Manage monthly U.S. and Puerto Rico compliance processes
- Review monthly reconciliations to support general ledger close processes
- Keep abreast of and provide analysis for tax law developments to assist in planning Company activities including implementation for potential tax planning opportunities, as appropriate
- Actively engage with a broader group of non-tax personnel within the Company, including IT teams in support of sales tax systems and priorities
- Support transaction tax audits across the U.S., Puerto Rico, and Canada, as needed
- 5-7 years tax experience, including public accounting or comparable industry experience
- Retail and restaurant industry experience preferred
- General knowledge of Puerto Rico sales tax
- Extensive experience in transaction tax compliance
- Experience using Vertex sales tax solutions and Checkpoint tax research software
- Sound technical research skills and ability to communicate technical issues in verbal and written form to any audience
- Desire to perform beyond what is familiar and to seek out new experiences
- Ability to tackle issues as part of a team to creatively collaborate and find solutions
- Positive and enthusiastic with exceptional interpersonal skills and ability to work with a wide variety of internal and external stakeholders
- Flexible and curious, with the ability to apply on the job learning to new situations
- Analytical and detail oriented with the ability to work in a fast-paced environment and handle multiple priorities in efficient manner
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Senior Sales & Use Tax Accountant Resume Examples & Samples
- Sales and use tax - maintaining databases, filing, clearing, and researching
- General ledger closing - reconciliations, GL postings, expense analysis
- Tax, Sales & Use tax, Wage Withholdings, IFTA and IP
- Multi-State returns and filings
- Review Insurance policies
- Assist w/ payroll and AP/AR over flow
- Year-end support - financial audits, corporate tax
- Participate in improvement projects
- Review of purchase transactions for the application of use tax
- Review and payment of property tax invoices
- Customer through billing for property tax on leased equipment
- Assist in the monthly account reconcilement process
- Assist in sales tax audits
- Assist with income tax compliance as needed
- 5 years of Sales & Use Tax Return preparation
- Excellent ability to communicate with members at all levels throughout the organization and outside professionals
- Broad thinker with an interest and ability to develop and deliver views on operations, tax positions, and process improvements
- Solid personal computer skills with strong knowledge in Microsoft Office applications and other related software
- Experience with PTMS property tax software and Vertex sales tax software desirable
