What are the responsibilities and job description for the Sales Tax Advisor position at Squire?
About Squire
Based in Orem and Salt Lake City, Squire has been a trusted advisor in financial services, specializing in tax, audit, wealth, and advisory services for over 50 years. With solid values and business acumen as our foundation, Squire's culture promotes a steadfast commitment to three core values: Personal Connection, Proactive Ownership, and Thoughtful Innovation. These principles have played a pivotal role in our enduring success, guiding us through decades of growth and evolution.
Are you passionate about driving excellence and embracing innovation? We extend an invitation to individuals who share our dedication to excellence and innovation. Join us and discover the opportunity to contribute to a professional services firm where your efforts are valued and rewarded. At Squire, we offer a supportive environment conducive to career development and advancement through structured mentoring programs. Apply now and be part of a team that fosters growth and encourages your professional development!
About The Role
As Sales Tax Advisor at Squire, you will work on the Sales Tax Advisory Team, in close collaboration with our Compliance Operations Team, to support our clients in meeting their state and local tax (SALT) obligations.
Key to success is your ability to partner with our clients in developing and executing a strategy for their SALT compliance and related process optimization.
Responsibilities
Advisor to Clients
Education and Experience:
Work Location: Salt Lake City (hybrid), Orem (hybrid), or Remote
Work Arrangements: Hybrid and Remote
Squire Benefits Package
Squire takes pride in offering our benefit-eligible employees a comprehensive benefits package tailored to meet the needs of both individuals and their families. Our benefits program is designed to provide peace of mind and ensure access to quality healthcare, covering 90% of healthcare premium coverage.
Based in Orem and Salt Lake City, Squire has been a trusted advisor in financial services, specializing in tax, audit, wealth, and advisory services for over 50 years. With solid values and business acumen as our foundation, Squire's culture promotes a steadfast commitment to three core values: Personal Connection, Proactive Ownership, and Thoughtful Innovation. These principles have played a pivotal role in our enduring success, guiding us through decades of growth and evolution.
Are you passionate about driving excellence and embracing innovation? We extend an invitation to individuals who share our dedication to excellence and innovation. Join us and discover the opportunity to contribute to a professional services firm where your efforts are valued and rewarded. At Squire, we offer a supportive environment conducive to career development and advancement through structured mentoring programs. Apply now and be part of a team that fosters growth and encourages your professional development!
About The Role
As Sales Tax Advisor at Squire, you will work on the Sales Tax Advisory Team, in close collaboration with our Compliance Operations Team, to support our clients in meeting their state and local tax (SALT) obligations.
Key to success is your ability to partner with our clients in developing and executing a strategy for their SALT compliance and related process optimization.
Responsibilities
Advisor to Clients
- Provide guidance on key regulations and general compliance framework.
- Conduct nexus studies to determine tax filing obligations
- Liaise with state or local governments in support of client objectives.
- Oversee compliance efforts to ensure taxability, calculations, reporting, registration, and filings are accurate and aligned with ever-changing tax regulations.
- Assist with sales tax audits, notices, and communications with tax authorities.
- Research and analyze state tax law changes and their impact on client compliance.
- Oversee results of tax automation software implementation by Digital Transformation Consultants.
- Collaborate as needed with the Digital Transformation Consultants to troubleshoot and resolve issues related to tax software integrations, tax calculations, and to eliminate data discrepancies.
- Ensure proper tax nexus and jurisdictional rules are set up in compliance with company requirements and tax laws.
- Guide client in its product mapping and taxability decisions
- Serve as the primary strategic liaison between software vendors (e.g., Avalara, Sovos) and our Sales Tax Advisory Team to align our digital transformation strategy with the compliance needs of our clients.
- Guide clients on tax exemption certificate management.
- Review, analyze, and validate sales tax data to ensure accuracy for reporting and audit purposes.
- Assist client accounting and finance teams with reconciliation of tax liability accounts and tax determination software.
- Work closely with tax compliance teams to identify technical needs and optimize sales tax processes.
- Provide support for nexus studies, voluntary disclosure agreements and multi state sales tax research
Education and Experience:
- Bachelor’s degree in accounting, finance, or a related field.
- 4 years of experience with sales tax compliance or advisory services.
- Familiarity with sales tax automation tools such as Avalara, Sovos, Vertex, or TaxJar.
- Strong understanding of tax software integrations with ERP and e-commerce systems.
- Proficiency in Excel and experience with data manipulation and reporting.
- Excellent problem-solving and analytical skills.
- Strong spoken and written communication skills to convey technical concepts to non-technical stakeholders.
- Ability to work independently and collaboratively in a dynamic environment.
- Experience managing multi-state nexus and sales tax compliance for e-commerce or retail businesses.
Work Location: Salt Lake City (hybrid), Orem (hybrid), or Remote
Work Arrangements: Hybrid and Remote
Squire Benefits Package
Squire takes pride in offering our benefit-eligible employees a comprehensive benefits package tailored to meet the needs of both individuals and their families. Our benefits program is designed to provide peace of mind and ensure access to quality healthcare, covering 90% of healthcare premium coverage.
- Medical/Dental/Vision Plans
- Robust Health Savings Account Match
- Flexible Spending Account
- 401(k) Match
- Employer Paid Short-Term & Longer-Term Disability
- Employer Paid Group Life Insurance Policy
- Accident Insurance Plans
- Employee Assistance Mental Health Services
- Pet Insurance Plans
- Identify Theft Protection Plans
- Squire Culture
- Discretionary and Spot Bonus Structure
- Professional Training
- Tuition Reimbursement (For required Masters positions)
- Philanthropic Activities
- Signature Rewards Program
- Employee Assistance Programs
- Women’s Professional Development
- Fitness Reimbursement
- Accrued Paid Time Off
- Health & Wellness Programs
- Utah’s Best Company Award – 8 years running
- 2024 Best Accounting Firm to Work For
- 100 Companies Championing Women Award
- Accounting Today’s “Firms to Watch” in 2024
- Worksite Wellness Award 2020-2024