State and Local Tax- Indirect Tax Accounting Specialist

Job Description

Job Description

Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals and locations throughout Ohio and Florida, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan.

The State and Local Tax Indirect Tax Accounting Specialist specializes in monthly state sales and use tax compliance. Routine activities such as reviewing and uploading data for sales tax compliance, preparing, filing, remittances of sales tax returns, following up on state notices, creating deliverables for sales tax compliance work, and occasional bookkeeping functions with reconciliation of sales tax payable accounts. Familiarity with multi-state sales tax compliance is mandatory. Familiarity with basic accounting procedures preferred. Regular interaction with clients to provide assistance and training based on client sales tax needs, as directed by manager.

Responsibilities

• Obtaining, reviewing, and formatting data for monthly sales tax compliance
• Uploading data into Avalara Returns for Accountants software
• Preparing and filing returns, and remitting payments either manually or electronically, depending on state requirements
• Escalating sales tax calculation errors to reviewer
• Preparing client deliverables
• Managing client filing calendars, adjusting frequency changes in systems and calendars
• Reviewing state portals for notices and other alerts from the state
• Identifying potential additional services to benefit current clients
• Providing basic reconciliation services or accounting journal entries related to sales tax filings
• Assisting with other large data wrangling needs for the State and Local tax department
• Other duties as assigned

Requirements

• High School diploma or G.E.D. required
• Associates or Bachelor’s degree in accounting or comparable accounting and bookkeeping experience preferred
• Experience with QuickBooks preferred
• Must have previous knowledge and experience with multi-state sales and use tax filing practices and procedures
• Previous experience with Avalara or Vertex sales tax systems is preferred but not required
• Advanced knowledge of Microsoft Office applications, especially Excel and Co-pilot
• Ability to maintain confidentiality of firm and client information
• Data entry skills and high attention to detail
• Effective oral and written communication skills
• Client service oriented
• Able to perform several tasks concurrently with ease and professionalism
• Excellent organizational and time management skills
• Ability to work well with others and learn from them also
• Maintain a positive attitude
• Willing to adapt to continuous process improvement and changes in technology
• Travel for training purposes as necessary

Benefits

Rea offers a wide variety of benefits to help support our employees' health, wellness and financial goals.

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k with 3% contribution)
• Life Insurance (Basic, Voluntary & AD&D)
• Family Leave (Maternity, Paternity)
• Short Term & Long Term Disability
• Training & Development
• 'Work From Anywhere' Option
• Wellness Resources
• Four (4) weeks PTO
• Twelve (12) paid holidays, of which three (3) are floating holidays

Rea does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies without pre-approval from Rea’s Talent team. Pre-approval is required before any external candidate can be submitted. Rea will not be responsible for fees related to unsolicited resumes and for candidates who are sent directly to our hiring managers.