Tax Processing Specialist III at Vertex Inc in Naperville, Illinois

Job Description:

Work closely with Vertex ' s clients to ensure the accuracy, integrity, and timely filing of the client ' s returns and payments by performing a wide range of sales and use tax (SUT) compliance functions, in addition to understanding various business entities (i.e. retail, software, manufacturing, leasing, etc.) and the related SUT compliance details involved 

Essential Job Functions and Responsibilities:  

  Prepare clients sales and use tax returns for th e time sensitive SUT compliance cycle.  This will include: 

• Communicate frequently with Client contacts via phone and e-mail 


• Retrieve the Clients monthly tax data files from an online repository 


• Analyze tax data for accuracy, investigate questionable data and take corrective action when necessary 


• Research and file client new jurisdictional sales tax registrations 


• Research, file, renew and maintain clients' business licenses 
  
  


• Manage Clients soft and hard files 
  
  


• Import monthly tax data to Quantum Returns 
  
  


• Post completed returns and reconciliation files to an online repository  
  
  


• Retrieve Client approvals and changes 
  
  


• Collaborate with other staff to direct the mailing process of returns 
  
  


• Initiate timely electronic filings and payments 
  
  


• Maintain monthly tax calendars 
  
  


• Maintain reconciliation and analysis reports 
  
  


• Review and address Clients tax mail (forms, notices, and bulletins) 
  
  


• Respond to, resolve, and track notices from taxing jurisdictions 
  
  


• Participate in the setup process for all new clients 
  
  


• Document unusual out-of-scope issues both internally & externally 
  
  


• Initiate communication with clients to ensure they are satisfied with the service 
  
  


• Prepare bank reconciliation and analysis for each Client 
  
  


• Exercise professional judgment to resolve basic tax accounting problems 
  
  


• Lead or participate in other projects or duties as assigned.  
  
  


• Ability to move and position object weight up to 25 pounds.  
  
  

Knowledge, Skills and Abilities:    

• 3 years of sales & use tax experience required    
  
  


• Public accounting experience preferred.    
  
  


• Specific knowledge of multi-state tax preparing software and preparation of monthly SUT returns     
  
  


• Ability to maintain expected attendance at work.   
  
  


• Business license filing desired   
  
  


• Sales tax registrations experience desired  
  
  


• Ability to manage job-related and personal stress effectively.    
  
  


• Must manage time and priorities effectively by completing tasks in a timely manner.    
  
  


• Sufficient knowledge of business communications, including telephone, voicemail, and e-mail, and operations of office machines, such as photocopier, scanner, and fax.    
  
  


• Basic knowledge of SSTP, SOX, SAS70.  Intermediate Microsoft Word and Excel skills.    
  
  


• Excellent oral and written communication skills and interpersonal skills.      
  
  


• Must be detailed oriented, a team player, and have strong organizational skills.    
  
  


• Must be able to work under tight monthly deadlines.    
  
  


• Must be able to adapt to change     
  
  


• Strong diplomacy skills are required.    
  
  


• Mandatory overtime will be required when needed.  No time off allowed between the 5th and the 20th of each month. The nature of this service does not allow for exceptions to this requirement.     
  
  


• Willingness to work overtime, holidays, and weekends based on business need.  (for exempt)    
  
  

EDUCATION and TRAINING:    

• Bachelor's degree in Accounting or related experience.   
  
  

ESSENTIAL JOB RESULTS APPLICABLE TO ALL POSITIONS AT VERTEX:    

• Contribute to customer satisfaction by consistently meeting and/or exceeding expectations and commitments to both internal and external customers; by solving customer problems quickly and effectively while demonstrating good interpersonal skills; and by seeking ways to improve the value of Vertex products and services.   
  
  


• Contribute to a highly productive work environment by striving for excellence through exceeding expectations; following and/or improving on established work procedures and methodology; responding to information flow in a timely manner; and acting on performance improvement opportunities where available.   
  
  


•   Foster effective communication and work relationships by practicing active listening skills in order to first understand others and effectively communicating the same.     
  
  


• Embrace continuous improvement by proposing new and/or better ways of doing things; supporting the creative and innovative ideas of others; seeking to enhance the core competencies of Vertex wherever possible; and by being receptive and willing to change.   
  
  


• Promote the fiscal and operational vitality of Vertex by demonstrating an awareness, understanding and fulfillment of the stewardship responsibility which all employees have for the sound use and preservation of the resources, tools and equipment made available to them; and by demonstrating an understanding of, and adherence to, all Vertex Corporate Policies, Procedures and Guidelines.   
  
  

COMMENTS:    

The above statements are intended to describe the general nature and level of work being performed by individuals in this position.  Other functions may be assigned and management retains the right to add or change the duties at any time.