Accountant, Sales Tax

Join the Weisiger Group Team As a family-owned company under our fourth generation of leadership, we have built our business based on the principles of trust, integrity, and a desire to help our customers and employees succeed. Since 1926, we've supported the strength of our communities by supplying equipment for critical infrastructure and commerce, and by funding programs that advance social and economic vitality. Being around for nearly 100 years means we change and pivot to capture opportunities and avoid challenges. We make smart investments in our company and continuously improve as part of our vision to be a trailblazing company that's built to last. We're looking for hard-working, team-oriented professionals who enjoy working on new challenges every day. We believe our employees are the key to our success, and we're committed to providing a work experience that helps our team grow to their full potential. Join a leading solutions provider and be a part of a group of highly skilled technicians, sales and support team members who exist to serve as a trusted partner to our customers, communities, and fellow employees. Summary Responsible for preparing and filing indirect tax returns for the entire Carolina Tractor & Equipment enterprise. Includes managing relationships with operations to assist with customers' tax questions, exemption information and various issues as they arise. Proactively seek opportunities for efficiency improvements including leveraging systems, e-filing opportunities, and automation tools as available. Essential Functions Sales Tax Prepare and submit all filings for each entity and jurisdiction as required in accordance with sales tax rules and regulations. Manage customer exemptions and setup across all systems to ensure proper certificates are on file and proper exempt status is maintained in software applications throughout CTE. Perform a quarterly review of exempt transactions to ensure transactions classified as exempt have underlying support in the event of an audit. Develop and administer a process for customer campaigns to request updated information. Work with operations and credit team to answer questions and resolve billing disputes and issues as it relates to sales tax and other miscellaneous taxes (i.e. heavy equipment tax, etc.). Use tax Review all use tax accounts monthly for accuracy for all amounts accrued by AP. Including pulling invoices for all amounts accrued over $25, reviewing if use tax should be accrued for invoice, and reversing all entries that are not correct. Perform a quarterly review of accounts known to be problematic for use tax and accrue as needed. Reconcile all sales and use tax accounts monthly in clear, concise manner utilizing IPA automation. Sales Tax Reserve monitoring Make all monthly entries for Sales Tax Reserve for all entities. Prepare Sales Tax Reserve accrual workpaper at beginning of year and review reserve workpaper quarterly to ensure accurate reserve is being recorded for the year. Audit management Coordinate any indirect tax audits including sales tax, property tax, excise tax, and heavy equipment tax. Indirect Tax Registrations Review sales monthly and register for sales & use tax filing obligations, business license applications, or other miscellaneous taxes that may apply for CTE to comply with laws in applicable states or local jurisdictions. Prepare applications any subsidiary needed and make available for supervisor review. Property tax administration Manage and receive all personal property tax bills and make payments to all jurisdictions via check requests, bank drafts, and pcard. Maintain payment schedule in excel and use to create accrual amount needed for all of CTE subsidiaries' property tax accrual. Record monthly accrual entry and prepare accrual to actual analysis for any year-end true up across all entities. Review assessed values received from localities and reconcile for reasonableness to filed returns prior to receiving invoices to determine if appeals is needed. Heavy Equipment Tax Prepare returns and submit payment quarterly for all heavy equipment tax filings. Prepare annual applications for Heavy Equipment tax. Excise Tax Remit excise tax deposits semimonthly. Prepare and mail excise tax return quarterly, including saving down all invoices and obtaining calculation support from operations if needed. Utilize Alteryx for maintaining current workpapers used and develop additional automated workflows to improve efficiencies. Actively participate in LiftOne ERP (SAP) Discovery Workshops and Implementation as it relates to sales tax integration. Team Lead for Vertex Series O Upgrade for LiftOne. Actively participate in workshops, make recommendations and be champion for change management to lead trainings for impacted users (credit team and coordinators). Actively participation in CTE's (Construction and Power Division) testing, demos and "Go-Live" implementation for Vertex/DBS integration. Work closely with supervisor to roll out trainings and process change solutions. Other duties as assigned. Supervisory Responsibilities This job has no supervisory responsibilities. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualifying individuals to perform the essential functions. Education and/or Experience Bachelor's degree from four-year college or university; and Two plus years' related experience and/or training; or equivalent combination of education and experience. Computer Skills Microsoft Office (Word, Excel, Outlook and PowerPoint) SAP Vertex Experience is a plus Certificates, Licenses, Registrations Certified Public Accountant (CPA) candidate preferred. Language Skills Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public. Mathematical Skills Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. Reasoning Ability Ability to identify cause-effect relationships and interrelated business activities. Ability to solve practical problems and deal with a variety of concrete variables in situations where limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Workplace Requirements The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Demands While performing the duties of this Job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is frequently required to sit. The employee must frequently lift, carry, push, pull and /or otherwise move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus. Work Environment While performing the duties of this Job, depending on site location, the employee may be exposed to moving mechanical parts and equipment. The employee may occasionally be exposed to high, precarious places, fumes or airborne particles; outside weather conditions and vibration. The employee may occasionally be exposed to wet and/or humid conditions; toxic or caustic chemicals; extreme cold; extreme heat and risk of electrical shock. The noise level in some work environments is occasionally loud. We are an Equal Opportunity Employer We require all employees and candidates to treat all employees and candidates as equals. All personnel actions are conducted in the spirit of equal employment. We're committed to recruit, train, promote and retain associates without regard to race, color, religion, gender, gender identification and expression, national origin, marital status, age, disability, genetic information, military status, sexual orientation or any other characteristic protected by applicable local, state or federal laws. EEO/AA Employer. All qualified individuals are encouraged to apply. EEO/AA Employer. All qualified individuals are encouraged to apply. #J-18808-Ljbffr Weisiger Group