- Maintain the product taxability matrix, product and service tax codes, and tax engine settings in line with approved taxability decisions.
- Reconcile transaction data from the ERP, billing system, and e-commerce platform into the tax engine; investigate and resolve or escalate errors and missing data.
- Monitor state economic and physical nexus thresholds and manage registrations or deregistrations as the company's footprint changes.
- Coordinate with the exemption certificate provider and spot-check that certificates are reflected correctly in the tax engine.
- Help prepare and file sales and use tax returns, compare liabilities with the general ledger, and reconcile remittances to tax payable accounts.
- Gather information for amended returns and refund claims, and support state and local tax audits with documentation and schedules.
- Support non-U.S. indirect tax compliance, including GST for Australia, New Zealand, and Canada, and help with other indirect taxes such as property and vendor withholding taxes.
- Identify tax process improvements, maintain organized workpapers and process documentation, and collaborate with Finance, Accounting, Sales Operations, IT, and Legal.
- Support U.S. direct tax work as assigned, including gathering data and preparing workpapers for income tax returns and estimated payments.
Microsoft ExcelNetSuite