Responsibilities
- Preparation of state/local/provincial sales/use tax returns, various other tax filings, and related research activities.
- Conduct complex tax compliance activities and support tax-planning projects.
- Verify the accuracy of the general ledger sales tax accrual accounts, as well as the monthly divisional data including tax accrued on A/P & fixed assets as well as exempt sales.
- Oversee the complex taxing requirements of all customers.
- Ensure proper documentation exists for all exempt customers.
- Ensure proper documentation exists for all miscellaneous charges included on invoices. Storage, freight, and numerous other services must be set up accurately by state to avoid substantial audit assessments.
- Assist in ensuring the proper collection and payment of sales/use taxes through the maintenance of various tax programs.
- Prepare, review, and negotiate claims for sales tax refunds.
- Assist with Sarbanes-Oxley compliance.
- Lead in handling state and local tax audits.
- Review tax work of staff members.
- Develop and maintain an in-depth knowledge of state/provincial sales tax laws, legislation, and current developments.
- Recognize and anticipate tax issues; make recommendations and work to resolve them.
- Initiate and act as team lead in various tax-related projects.
- Mentor junior-level team members.
Requirements
- Prepare and complete tax returns and reports involved with state and local sales/use, provincial, and other tax liabilities.
- Maintain knowledge of all state and local sales/use, and provincial tax laws affecting the company.
- Review proposals for tax implications and recommend actions that meet the business plans while overseeing the tax liability.
- Assist with international, non-U.S. transaction tax guidance.
- Assist with tax implications of mergers/acquisitions/due diligence as needed.
- Provide direction and technical guidance to internal and external customers.
