Tax Assistant/Specialist

Job Description

Basic Overview of Position         

To provide support to customers and related branch locations by reviewing tax documents, tax related requests, issuing corrections and additional tax department responsibilities.

Responsibilities may include, but are not limited to:

Tax Assistant Main Areas of Responsibility:

• Review customer accounts and process tax credits for accounts or specific invoices for which a tax exemption is permissible
• Review customer invoices which have been short paid, which includes reviewing exemption certificates repository to determine whether or not an exemption is already on file; code invoices in system once review is finalized

Tax Specialist Main Areas of Responsibility:

• Review customer exemption certificates and determine allowable exemptions and set tax status of customer accounts
• Review and respond to a variety of tax related customer requests
• Communicate with internal and external customers

Additional Areas of Responsibility, as requested:

• Prepare and submit business licenses and property taxes
• Assist with seasonal and project assignments
• Help with miscellaneous department tasks and responsibilities
• Gather and retain audit data and documentation

** Opportunity to join a great company with on-the-job training provided **

Regular and predictable attendance and punctuality are essential functions of this position.

Education and Work Experience:

High school or equivalent; Bachelor’s degree in Accounting or Finance a plus.

Specialized Knowledge and Skills:

• Solid oral and written communication skills for internal and external contact
• Willingness to accept guidance regarding project and task prioritization
• Time management, communication, and organizational skills
• Ability to operate personal computer; experience with Microsoft Office products; ERP and billing software experience a plus

Work Environment and Physical Demands

• Normal office environment and general working conditions
• Must be willing to work periodically outside of the normal scheduled work day to meet deadlines and complete special projects.
• Must be able to handle a high volume of work within provided deadlines

The above is intended to describe the general content of and requirements for the performance of this job.  It is not to be construed as an exhaustive statement of duties, responsibilities or requirements.

Benefits may include:

• Health, dental, and vision coverage - eligible after 60 days, low out of pocket
• 401(k) with generous company match - eligible after 60 days, immediately vested
• Employer paid short term and long term disability
• Employer paid life insurance
• Flex spending
• Paid time off
• Paid sick days
• Paid holidays

Equal Opportunity Employer / Drug Free Workplace

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