Performs a variety of tasks associated with the set up and maintenance of customer sales tax exemption documents.
Ensures documents meet compliance requirements.
Researches and resolves tax disputes.
Responds to high volume of customer email requests in group mailbox.
Processes new account set ups, tax adjustment requests and updates to existing accounts.
Reviews, researches, and executes appropriate action.
Investigates and resolves customer invoice tax disputes to facilitate payment from, or issuance of tax adjustment to customer.
Updates and maintains records and files related to sales tax exemptions to comply with jurisdiction requirements.
Monitors customer orders to ensure appropriate tax rates are applied.
Provides information and assistance to internal and external customers related to tax policies and jurisdictional rules.
Monitors and updates customer orders as necessary to ensure appropriate tax status.
Obtains, reviews and approves sales tax exemption documentation from external customers.
Maintains and updates electronic and/or hard copy sales tax documents into database and imaging system in a timely and accurate manner.

Typically requires a minimum of two years of related experience.
High School Diploma or equivalent
Experience with customer sales tax exemptions
Experience operating ERP systems and Microsoft Office Suite
Familiarity with AS400, SAP, and Vertex systems a plus
Excellent customer service skills
Position requires verbal and written communication with external customers and collaboration with internal contacts
Knowledge of file and records management and basic mathematical calculations is preferred
Experience conducting research to determine appropriate tax rates, rules, and regulations

Sales Tax Exemption Specialist

Key skills