Tax Accountant

Tax Accountant

The Tax Accountant will focus on sales and use tax compliance for a banking client. This role ensures proper treatment of transactions, prepares returns, supports audits, and provides guidance to optimize tax processes using technology and best practices.

Key Responsibilities:

• Provide sales tax treatment guidance in the Equipment Finance industry
• Ensure documentation meets Tax Department standards
• Support audits and internal compliance reviews
• Review and validate sales tax exemption certificates
• Recommend process improvements for sales and use tax compliance, including technology solutions
• Prepare and file multi-state sales tax returns accurately
• Reconcile tax-related general ledger accounts

Qualifications:

• Bachelor's degree in Accounting, Finance, or Business
• 4–6 years of experience in sales and use tax, preferably multi-state compliance
• Experience with monthly sales tax compliance and return filing
• Sales tax code interpretation and research expertise
• Experience with Vertex Indirect Tax or similar software highly desirable
• Proficient with Alteryx, Excel, and general ledger reconciliation
• Equipment finance and relational database experience (Access, Hyperion, Tableau, Micro Strategy) a plus

Benefits:

• Medical, dental, vision, and life insurance
• 401(k) retirement plan
• Short-term and long-term disability insurance
• Paid vacation, sick, and parental leave
• Paid holidays and parking/public transportation

Tax Accountant manages multi-state sales and use tax compliance, filings, audits, and process improvements for banking and equipment finance clients.