Compliance Specialist (US CPA Firm, WFH)

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Requirements:

• 3-5+ years of experience in Use Tax, Sales Tax, and CDTFA reporting.
• Experience handling entity formation, dissolutions, SOS filings, and maintaining business compliance records.
• Understanding of general accounting principles to support accurate tax filings and payment processes.
• Ability to educate clients on compliance requirements, liaise with tax agencies, and resolve inquiries effectively.
• Strong ability to manage multiple priorities, meet deadlines, and maintain detailed documentation.
• Experience with CDTFA Portal – Hands-on experience setting up and managing CDTFA accounts for clients.
• Proficiency in tools like QuickBooks, Xero, or other accounting platforms for efficient tax filing and documentation.
• Ability to identify compliance issues and propose effective solutions proactively.
• Understanding of sales and use tax compliance across various state jurisdictions.

Responsibilities:

• Process sales, use, and cannabis excise tax filings with the CDTFA and other state/local agencies.
• Ensure timely and accurate processing of tax payments on behalf of clients, maintaining clear documentation.
• Handle entity formation, dissolutions, maintenance, and change of entity type filings to ensure compliance.
• Educate clients on state and local tax regulations, including CDTFA setup and filing processes.
• Serve as the primary point of contact for tax agencies, managing inquiries and resolving issues on behalf of clients.
• Maintain detailed and organized records of all tax filings, client communications, and compliance actions.
• Assist with additional tax, compliance, and administrative tasks as required by managers or supervisors.