Collect, validate, and maintain exemption certificates and related documentation.
Process and analyze client data to ensure compliance with tax regulations and internal standards.
Assist with Exemption Certificate Management Solution configuration (Vertex, Avalara, Thomson Reuters) for client projects.
Prepare and maintain Standard Operating Procedures (SOPs) and project documentation.
Respond to client inquiries promptly and professionally; provide status updates and reporting.
Support routine tasks and deliverables within established timelines.
Collaborate with team members to identify process improvements and enhance efficiency.
Perform other duties as assigned.

Associate’s degree in Accounting, Business, Information Systems, or related field required.
0–1 year of professional experience; internship or related exposure preferred.
Proficiency in Microsoft Office (Excel, Word, PowerPoint); strong Excel skills preferred.
Familiarity with indirect tax concepts and exemption certificate processes a plus.
Strong organizational skills and attention to detail.
Excellent verbal and written communication skills.
Ability to manage multiple priorities and meet deadlines.
Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. This position does not qualify for employment-based sponsorship.

Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation)
Company paid parental leave
Generous time off package
Multiple benefit plans, eligibility begins on day one of employment
Culturally focused on work/life balance, mental health, and the overall wellness of our employees

Associate Analyst, Tax Technology – Exemption Certificate Management

Key skills