- Prepare and submit sales tax filings, ensuring data accuracy and compatibility with tax software, and preparing estimated liabilities.
- Monitor clients' tax collection variances periodically, identify issues, and work with clients to resolve them.
- Provide assistance to resolve time-critical issues, including notices from state sales tax authorities regarding assessments, collections, and past due returns.
- Assist with special client projects such as submitting late or amended sales tax returns, managing audits, and updating client information with states.
- Update internal documentation, workflows, and processes for efficient filing and account management.
- Serve as the primary point of contact for clients post-onboarding, ensuring consistent communication regarding issues, filings, projects, or requests.
- Continuously learn and advance understanding of sales tax and related technical skills.
Microsoft ExcelAccountingGoogle Sheets