Key skills
Sales
About this role
Role Overview
- Provide sales and use tax services on a monthly basis
- Translate and import client sales and use tax data
- Prepare and review standard and customized reports
- Manage and apply eligible credits
- Prepare and manage monthly cash requests
- Reconcile payments made on behalf of client and cash received from client
- Assist client with reconciling their GL
- Maintain an accurate client tax calendar
- Prepare and transmit accurate and timely sales and use tax returns to jurisdictions in accordance with the client tax calendar
- Communicate proactively with client
- Respond to client’s specific sales and use tax questions and requests
- Resolve all sales and use tax-related jurisdictional matters.
Requirements
- Bachelor’s Degree in Accounting
- CPA, CMI, OR 5+ years S&U tax compliance experience
- Comfortable with working part-time
- Client-first, white glove service mentality
Required: (must have the following)
- Dedicated home office workspace
- Reliable high-speed internet connection
- Active office or cellular telephone
- Laptop with Windows 10 Operating System and minimum i5 processor, 8GB RAM
Benefits
- Thorough training and onboarding where you learn our clients process and systems
- A coach assigned to help onboard you and help you build a successful practice
- Client work – no business development required
- Office 365 subscription with built-in backup features
- Research tools
- Sales tax compliance software