Staff Accountant I - Sales Tax & General Accounting

DESCRIPTION:

PURPOSE OF JOB:

This non-supervisory position is a key support staff to the Accounting Supervisor with primary responsibilities involving sales tax preparation/compliance, assisting with accounts payable, accounts receivable, lease and loan accounting, account reconciliations, and other accounting projects assigned by Management.

JOB DUTIES:

Sales Tax

• Ensure compliance with the state sales & use tax laws and minimize assessments from sales & use tax audits.
• Address any sales & use tax deficiencies with the appropriate locations to ensure future compliance.
• Perform compliance functions which include preparation of state and local Sales and Use Tax returns and ensuring all returns are completed and filed timely and accurately.
• Assist in various specific tax projects as assigned, which may involve research and compliance in sales tax, business licenses, general ledger accounting, and other areas.
• Review and timely respond to notices from various taxing authorities.
• Prepare and file US sales & use tax returns.
• Prepare and file Canadian Harmonized Sales, Goods & Services and Provincial Sales Tax returns.
• Reconcile various sales & use tax accounts on monthly basis, or as requested by Management.

General Accounting

• Prepare reconciliations on all assigned accounts for United Leasing, Inc. (ULI) and related entities.   
• Assist with preparation of ULI and related entities’ financial statements.
• Assist with preparation of annual budgets.
• Assist with preparation of audit work papers for annual audits.
• Participate in cross-departmental projects, as needed

Accounts Receivable/Accounts Payable/Lease Accounting

• Post bank activity to lease accounting software, as needed.
• Prepare customer invoices, as needed.
• Upload miscellaneous billings to accounting software, as needed.
• Provide other assistance to accounts receivable, as needed.
• Process ULI invoices, as needed.
• Prepare outgoing/incoming ACH payments.
• Ensure new vendor set-up and provide other assistance to accounts payable, as needed.
• Assist lease accountant with booking and disposing contracts in accordance with GAAP, as needed.
• Perform as primary back-up for accounts receivable and lease accountant, as needed.

General

• Ensure prompt and regular attendance.
• Perform other appropriate duties as may be assigned by Management.
• Travel as business needs may require.

Quality & Continuous Improvement

• Personally commit to quality in all aspects of work.
• Provide “World Class Customer Service” for internal and external customers.
• Participate in and promote the established Quality Improvement Process (QIP) for continuous improvement.
• Participate on teams to research, measure, and correct problems and to strive for process improvement.
• Communicate and exemplify the Company’s Mission Statement, Vision Statement, Values, and Philosophy.
• Attend at least ten (10) credit hours of training each calendar year to continue development of work-related skills.

Full-Time Employee Benefit Options Include:

• Health, Dental, & Vision Insurance
• 401(k) Retirement Savings Plan with Company Match, including Roth option
• Flexible Spending Accounts and/or Health Savings Accounts, including potential for company contributions based on annual health risk assessments
• Life and Accidental Death & Dismemberment Insurance
• Short- and Long-Term Disability Insurance
• Supplemental Voluntary Insurance Policies with options for Critical Illness, Hospital Indemnity, and Accidents
• Paid Time Off for Vacation, Sick, and Holidays
• Employee Assistance Program

This does not necessarily list all responsibilities, duties, requirements, or efforts associated with the job.  While this list is intended to be an accurate reflection of the job, the company reserves the right to review and modify as circumstances or business needs require.

QUALIFICATIONS:

QUALIFICATIONS:

Education:

• Bachelor’s Degree in Accounting or related field is minimally required.

Experience:

• 1-2 years of Accounting experience is preferred.
• Experience in accounts payable, accounts receivable, and/or tax accounting is highly preferred.

Other Knowledge, Skills, Abilities & Competencies:

• Overall understanding of GAAP.
• Strong proficiency in Microsoft Office applications, especially Excel.
• Strong problem-solving skills.
• Superior organizational skills.
• Superior detail orientation skills.
• Ability to effectively work under pressure to meet deadlines.
• Ability to work independently and as part of team.
• Maintain confidentiality.