About this role
Role Overview
- Receive, categorize, and track federal, state, and local tax notices, including due dates, response requirements, and status updates.
- Review notices for entity name, Employer Identification Number (EIN), state account numbers, and filing status inconsistencies to identify discrepancies for correction.
- Draft standardized responses, acknowledgment letters, and follow-up correspondence to taxing authorities under supervision.
- Assist in identifying penalty and interest assessments and preparing documentation to support abatement or dispute requests.
- Help reconcile internal tax records with tax authority transcripts, account statements, and notices to ensure alignment and accuracy for good standing certificates.
- Collaborate with cross-functional teams (Accounting, Accounts Payable, Payroll, Legal) to collect and analyze data needed to resolve notices and correct records.
- Provide analytical and administrative support for ad hoc projects and reporting requests across Tax, Accounting and Finance teams as needed.
Requirements
- Pursuing an Associate's degree or Bachelor’s degree in Taxation, Accounting, Finance, or a related field.
- Strong attention to detail and analytical skills.
- Familiarity with Excel and financial systems (Deltek experience is a plus).
- Ability to handle confidential information with professionalism.
- Ability to work 25-40 hours per week in our Lake Mary, FL office (at least 1-2 days) for 3-6 months.
Benefits
- Medical
- Dental
- Vision
- Life Insurance
- Short and Long-Term Disability
- 401(k) match
- Flexible Spending Accounts
- EAP
- Parental Leave
- Paid time off
- Holidays