SUMMARY OF POSITION

The Tax Compliance Analyst role is a combination of corporate tax compliance and shareholder tax support. They will provide administrative support for the Shareholders with various requests particularly state tax notice assistance. Also, they will focus on tax compliance duties for monitoring income taxes (corporate, composite, and pass through entity), non-resident withholding taxes, franchise taxes, gross receipts taxes and sales taxes. A major part of the role will include assisting management with monitoring sales tax certificate management process with external vendor.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

• Maintains confidentiality of records and proper handling of extremely confidential and sensitive information.
• Serves as liaison with shareholders and supports requests as appropriate (Tax notice assistance, basic bookkeeping, etc.).
• Develops and monitors sales tax certificate website for compliance.
• Works with management on process for compliance implementation and issue resolution.
• Works often with Accounts Receivable to obtain customer AP contact information for requesting sales tax compliance certificates.
• Updates customer information and outdated certificates.
• Resolves discrepancies with tax certificate management software and SAP.
• Monitors and maintains state website credentials for income taxes, annual reports, and sales taxes.
• Provides tax notices from online portals or received via US mail to managements attention as needed to identify appropriate notice resolution.
• Assists with tax notice resolution and provides information to tax preparers as needed.
• Assists with filing quarterly and annual tax returns.
• Ensures all tax return and filing documents are properly received from tax preparers.
• Reviews tax returns for electronic filing and prepares mailing information.
• Coordinates with treasury for schedule and timing of tax payments.
• Updates Excel spreadsheets for balancing to the ledger.
• Assists with annual tax return information requests.
• Assists with annual report renewals for various Secretaries of State.
• Assists with other ad-hoc requests.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

JOB REQUIREMENTS

• Bachelors degree in accounting or business administration (concentration on tax accounting a plus) or equivalent work experience preferred.
• 2-5 years of tax compliance experience preferred.
• Strong communication and interpersonal skills
  • Comfortable with executives, shareholders and government tax agencies
  • Understands importance of confidentiality and discretion
• Strong written communication skills
  • Memorandums, E-mails, Professional correspondence
• Sound organizational skills
  • Managing priorities and tax compliance
  • Managing deadlines, coordinating signatures,
  • Excellent initiative and follow-through skills
• North Carolina Notary certificate preferred.
• Knowledge of Microsoft Excel and Microsoft Office, Quick Books, and related tax management software
• Strong working knowledge for research and resolution of continuously changing tax compliance requirements
• Experience in Sales Tax Certificate Compliance preferred.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• Ability to work in front of a laptop or PC workstation for extended periods of time.
• Occasional standing, sitting, walking, and talking on the phone.

WORK ENVIRONMENT

This is a fast-paced work environment with consistent pressure to complete duties as outlined above which requires ability to manage multiple projects at a detailed level and provide support to many internal departments in a fast-changing environment. Many duties listed above are time-sensitive and have strict deadlines for completion.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.