Senior Indirect Tax Accountant | Automation & Compliance

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 Weisiger Group enterprise, including Carolina CAT and Lift One. 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 in Vertex to ensure proper certificates are on file and proper exempt status is maintained in software applications throughout Weisiger Group subsidiaries.
  • 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 periodic 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 our threshold, 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 SAP and Vertex
• Sales Tax Reserve monitoring
  • Make all monthly entries for Sales Tax Reserve for all entities. Prepare Sales Tax Reserve accrual work papers review with Senior Manager to ensure accurate reserve is recorded.
• Audit management
  • Coordinate any indirect tax audits including sales tax, excise tax, and heavy equipment tax.
• Indirect Tax Registrations
  • Review sales by jurisdiction monthly and register for new sales & use tax filing obligations, business license applications, or other miscellaneous taxes that may apply for Weisiger Group and its subsidiaries to comply with laws in applicable states or local jurisdictions. Prepare applications any subsidiary needed and make available for senior manager review.
• 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 and Claude as needed for maintaining current work papers used and develop additional automated workflows to improve efficiencies
• Actively participate in Lift One Vertex Use Tax Implementation.
• Support Vertex Use Tax integrations and future ERP upgrades and implementations. Depending on candidate’s skill set,…