Tax Processing Specialist I at Vertex Inc in Berwyn, Pennsylvania

Job Description:

JOB SUMMARY:

Perform a wide range of sales and use tax (SUT) compliance functions. Understand various business entities (i.e. retail, software, manufacturing, leasing, etc.) and the related SUT compliance details involved. Ensure the accuracy, integrity, and timely filing of the client's returns and payments. This preparer will work closely with the client.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

Prepare Clients' sales and use tax returns for the 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
  
  


• Manage Clients' soft and hard files
  
  


• Import monthly tax data to Vertex Returns software
  
  


• 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
  
  


• Timely initiate 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
  
  


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


• Prepare bank reconciliation and analysis for each Client
  
  


• Exercise professional judgment to resolve basic tax accounting problems
  
  


• 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
  
  

KNOWLEDGE, SKILLS AND ABILITIES:

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


• 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
  
  


• Strong diplomacy skills are required
  
  


• 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.
  
  


• Ability to develop and apply professional concepts to resolve issues with limited to moderate scope.
  
  


• Ability to work with general supervision on routine work, more detailed instructions on new projects or assignments.
  
  


• Ability to guild productive internal/external working relationships.
  
  


• Ability to listen and understand information and communicate the same.
  
  


• Must possess good organizational skills.
  
  


• Must be results oriented, customer focused, and exhibit good interpersonal skills.
  
  


• Proficiency in Microsoft Office packages.
  
  


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

EDUCATION, TRAINING AND EXPERIENCE:

• Associate's or Bachelor's degree in accounting or equivalent experience required
  
  


• 1 years of accounting, finance or equivalent experience preferred
  
  

REQUIRED FOUNDATIONAL COMPETENCIES:

• Builds Relationships: Fosters open dialogue and obtains shared commitment to proposals; shared ideas and information to promote mutual understanding, respect, and effective decision-making.
  
  


• Drives for Results: Acts to create opportunities for Vertex or to avoid future problems; has the courage to act with incomplete information rather than simply thinking about it; maintains a focused commitment to achieving enterprise objectives.
  
  


• Knows the Business: Understands and applies knowledge of Vertex's business and processes to accomplish goals.
  
  


• Anticipates Customer Needs (internal and external): Establishes and maintains productive relationships with customers and partners, anticipating their needs.
  
  


• Learns Continuously: Expands own knowledge base to enhance performance; seeks development to increase strengths for current and future needs.
  
  

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.