Tax Specialist

Tax Specialist Job Description

In this position, the candidate will be responsible for the following:

• Weekly 941 Tax Payment
• Weekly 940 Tax Payment
• Weekly SWH Reporting
• Weekly SWH Tax Payments
• Semi-Weekly SWH Tax Payments
• Monthly SWH Reporting
• Monthly SWH Tax Payments
• Quarterly SWH Reporting
• Quarterly SWH Tax Payments
• Quarterly SUI Reporting
• Quarterly SUI Tax Payments
• Quarterly 941 Reporting
• Annual SWH Reporting
• Annual SWH Tax Payments
• Monitor filing/payment requirements for all mentioned above
• Provide support for updated limits at the beginning of the year
• Respond to state tax letters
• Respond to IRS tax letters
• Set up tax accounts in new states
• Review of tax-related GL Accounts for discrepancies
• Update the payroll tax burden spreadsheet
• Assist with SUI Audits
• Look up current tax rates for new job locations
• Monitor filing/payment requirements for sales and use tax in registered states
• Set up tax accounts in new states
• Monthly Reporting
• Monthly Tax Payments
• Quarterly Reporting
• Quarterly Tax Payments
• Annual Reporting
• Annual Tax Payments
• Review of tax-related GL Accounts for discrepancies
• Help with Sales/Use Tax Audits
• Respond to state tax letters
• Texas Specific Taxes
• Monthly TERP Tax accruals
• Quarterly TERP Reporting
• Quarterly TERP Tax Payment
• Equipment Specific Taxes
• IRP Reporting
• IRP Tax Payments
• IFTA Reporting
• IFTA Tax Payments
• Property Taxes
• Business Personal Property Rendition Forms
• Property taxes / contact the county for any issues
• Review of tax-related GL Accounts for discrepancies
• License/Annual Reporting
• Contractor’s License Renewals
• Research requirements to apply for new Contractor’s Licenses
• For this upcoming year, research requirements to change the person listed on a current license
• Provide any support needed to help change the name on our current licenses
• Secretary of State Annual Reports for all entities
• Research local license requirements for new job locations
• Open/Close local licenses related to jobs
• Business/Personal Taxes
• Send tax correspondence letters to tax preparer
• Mail tax payments as directed by tax preparer

• Analytical Skills – Ability to use thinking and reasoning to solve a problem.
• Communication, Written – Ability to communicate in writing clearly and concisely.
• Responsible – Ability to be held accountable or answerable for one’s conduct.
• Organized – Possessing the trait of being organized or following a systematic method of performing a task.
• Accuracy – Ability to perform work accurately and thoroughly.
• Reliability – The trait of being dependable and trustworthy.
• Detail Oriented – Ability to pay attention to the minute details of a project or task.
• Accountability – Ability to accept responsibility and account for his/her actions.
• Ethical – Ability to demonstrate conduct conforming to a set of values and accepted standards.
• Honesty / Integrity – Ability to be truthful and be credible in the workplace.

• 2+ years of experience in Accounting or Bookkeeping

• High School Diploma or GED required
• Bachelor’s Degree (four-year college or technical school) preferred

• Proficient with Microsoft Office Applications, specifically Excel
• Health, Dental, Vision, STD, LTD, Life Insurance, 401K, Vacation, Holiday, and Sick leave.

Castle provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.