Temporary Accounting Specialist

Job Description

Job Description

Job Title: Temporary Accounting Specialist (6-Months)

Reports to: Controller/Accounting Manager

Position Status: Temporary

GENERAL PURPOSE OF JOB:

The Temporary Accounting Specialist will support key finance initiatives over a six-month period, focusing on audit preparation, sales tax documentation, system clean-up, and tariff cost recovery. This role requires strong attention to detail, experience in accounts receivable, and familiarity with sales tax compliance systems. The specialist will help maintain accurate financial records, resolve discrepancies, and ensure compliance with audit and tax requirements.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Assist with preparation and documentation for the California audit, including gathering financial records, reconciling data, and responding to audit support requests.
• Review, organize, and maintain Sales Tax Exemption Certificates within the Accounts Receivable process.
• Perform sales tax certificate clean-up and validation in Avalara, ensuring records are accurate and compliant.
• Identify and track tariff-related charges and assist with recoupment of costs through customer billing adjustments or documentation support.
• Maintain accurate financial records and supporting documentation.
• Collaborate with the accounting team to resolve discrepancies and ensure compliance with audit and tax requirements.
• Provide additional accounting support as needed during the project period.

REASONING ABILITY:

• Strong analytical and problem-solving skills to resolve discrepancies and audit issues.
• Ability to interpret financial records and tax regulations accurately.
• Independent decision-making within established accounting and compliance guidelines.

LANGUAGE SKILLS:

• English required, Bilingual (English/Spanish) a plus
• Strong written and verbal communication skills to document and explain financial records.
• Ability to communicate effectively with team members, auditors, and external stakeholders.

EDUCATION and/or EXPERIENCE:

Required:

• 2+ years of accounting, accounts receivable, or tax-related experience.
• Experience supporting audits or financial documentation requests.
• Experience managing or reviewing sales tax exemption certificates.
• Familiarity with sales tax automation systems such as Avalara.
• Proficiency in Microsoft Excel and accounting systems.

Preferred:

• Experience with sales tax compliance or indirect tax processes.
• Prior experience with audit preparation or tax documentation management.
• Ability to work independently and manage multiple priorities in a deadline-driven environment.

CERTIFICATES, LICENSES, REGISTRATIONS:

• No specific licenses required; relevant accounting certifications (e.g., CPA, CMA) are a plus.

PHYSICAL DEMANDS:

On-the-job time spent in the following physical activities will be:

Amount of Time

None

Under 1/3

1/3 – 2/3

Over 2/3

Stand

X

Walk

X

Sit

X

Use hands to finger, handle or feel

X

Reach with hands and arms

X

Climb or balance

X

Talk or hear

X

Stoop, kneel, crouch, or crawl

X

WORK ENVIRONMENT:

This job requires exposure to the following environmental conditions:

Amount of Time

None

Under 1/3

1/3 – 2/3

Over 2/3

Wet or humid conditions (non-weather)

X

Work near moving mechanical parts

X

Work in high, precarious places

X

Fumes or airborne particles

X

Toxic or caustic chemicals

X

Outdoor weather conditions

X

Extreme cold (non-weather)

X

Extreme heat (non-weather)

X

Risk of electrical shock

X

Work with explosives

X

Loud noise (examples: metal can manufacture department) is typical for the work environment of this job.

NOTE: This job description is not intended to be all-inclusive. The employee may perform other related duties as negotiated to meet the ongoing needs of the organization.

What We Offer:

• Competitive rate of $24 an hour

• Comprehensive benefits package.

• Medical, Dental and Vision benefits effective the 1st of the month following hire date

• 10 paid Holidays

• Paid PTO, based on years of service

• 401k Safe Harbor Plan

• Health Savings Account

• Company Paid Life insurance plan for $40K

• Company Paid Short Term Disability insurance

• Employee Assistance Program

• Employee Discount Program through Life Mart

• Onsite Gym

• Opportunities for career growth and professional development.

• A supportive and collaborative work environment.

*Join us in driving innovation and achieving excellence. Apply today to become a part of our success story!

Morgan Li is an equal opportunity employer. We are committed to creating an inclusive environment for all employees and applicants and to ensuring fair treatment regardless of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, genetic information, military status, or any other status protected under applicable federal, state, or local law.

We believe that diversity drives innovation and strengthens our team. All employment decisions at Morgan Li are made based on qualifications, merit, and business needs.

If you require accommodations during the application or interview process, please let us know, and we will work to provide a solution that meets your needs.