This is a remote position.
- 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 from clients.
- Reconcile payments made on behalf of clients and cash received from clients.
- Assist clients in reconciling their general ledger (GL).
- Maintain an accurate client tax calendar.
- Prepare and submit timely sales and use tax returns according to the client tax calendar.
- Proactively communicate with clients to address their specific sales and use tax questions and requests.
- Resolve jurisdictional matters, including managing notices on behalf of clients.
Requirements
- Bachelor’s degree in Accounting or a related field.
- CPA, CMI, or 5+ years of sales and use tax compliance experience.
- Experience in sales tax filing is highly preferred.
- Comfortable with part-time work.
- Strong client-first mentality with a commitment to delivering white-glove service.
- US candidates only
- Comprehensive training and onboarding to familiarize you with our systems and processes.
- A dedicated coach to help you succeed and build your practice.
- No business development required—we provide the clients.
