Financial Tax Analyst (Open to ND/MN Only)

Job Description

Job Description

Salary: $46,000 - $53,000

Financial Tax Analyst

Razor Consulting Solutions is a people-first professional services organization whose culture is driven by intelligent, motivated, and results-oriented professionals. Our mission is to provide innovative solutions, flawless execution, and transparent integrity to every one of our customers and business partners.

We are looking for a highly motivated individual to join our Team as a Financial Tax Analyst. Financial Tax Analysts are key members of the Accounting Services Team. These individuals deliver best-in-class service by engaging and supporting our Business Partners within Finance, and strive to increase Business Partner satisfaction through accurate and timely execution of all assigned tasks.

Key Responsibilities

Broadly, a Financial Tax Analyst is responsible for the following:

• Pre-approvals & exemptions: Review and validate customer exemption certificates across all 50 states and sub-jurisdictions (including home-rule states and partial exemptions); submit for approval and set up across SAP, Vertex, and CertSolve to prevent tax being charged upfront.
• Post-billing disputes: Resolve cases where customers were incorrectly taxed, or exemptions weren't applied; determine root cause and Client-error vs customer-error responsibility; coordinate invoice corrections with Operations and the Azure team.
• Query & case management: Handle customer tax inquiries, post-enrollment and pre-approval cases in Cosmic; conduct TAID research and updates.
• Gatekeeping & triage: Monitor the Team mailbox, assign cases, and provide first response; attend quarter- and month-end triage calls with Operations.
• Certificate reporting: Produce and action Expired (with customer letters), Incomplete, Missing, and Completed certificate reports; run the expiring-certificate report on a rolling 60-day basis with up to three customer follow-ups; confirm certificates flow to Vertex.
• Reconciliation: Maintain the Year-Plus case export from Cosmic and the Tax (Manual) Adjustment / TARF reconciliation; update the weekly mismatched-address report.
• Tax reporting & journals: Post the Federal gross receipts tax journal entry to the appropriate GLs; prepare the Federal gross receipts tax report and Avalara notification.

Qualifications

• Education Bachelor's degree in Finance, Accounting, related discipline, or relevant work experience in business/finance operations.
• Demonstrated reporting and business intelligence-related work experience preferred but not required
• Capabilities within the following tools:
  • Advanced MS Excel skills including pivots/modeling, formulas and knowledge of Power Query
  • Power BI.
  • Proficiency across SAP, Vertex, CertSolve, Cosmic and Avalara; journal-entry and tax-report support.

• Working knowledge of US sales & use (indirect) tax 50 independent state regimes, state vs county/city rules, home-rule states, and partial exemptions.
• Exemption-certificate review and validation, including recognizing correct/current state form versions; federal government exemption-certificate processing.
• Tax-dispute root-cause analysis with audit-risk awareness; reporting and reconciliation.
• Self-starter with strong attention to detail, sound judgment balancing compliance/audit risk against commercial impact, ability to work under time pressure, and excellent written English for email-first customer interaction.
• Ability to operate within and meet or exceed tight deadlines while being flexible with duties and scope of work.
• Exceptional verbal and written communication skills.
• Good understanding of Generally Accepted Accounting Principles (GAAP) and Sarbanes-Oxley (SOX).

Perks & Benefits:

Enjoy comprehensive health, dental, and vision coverage; 401(k) with employer match; Flexible PTO for salaried employees; paid holidays; company-paid life insurance; supplemental insurance options; Employee Assistance Program (EAP); professional development opportunities; and the technology and equipment needed to support your success.

EOE, Including Disability/Vets