Sales and Use Compliance Senior Associate

Job Summary:

The Sales & Use Compliance Senior will be an integral part of our sales and use tax compliance team. This position will assist with supporting the end-to-end monthly compliance process including client communication, data processing, preparing and reviewing sales and use tax returns and reconciliation report, filing returns, resolving tax notices and maintaining client tax confidential information. Our compliance solution utilizes Vertex Indirect Tax Returns software and customized web-portal.

Job Duties:

Provides support for all sales tax compliance operations

Processes tax returns and filings Prepares or reviews sales and use tax reconciliation Supports associates and provides training as necessary

Reviews prepared returns and filing confirmations Assists with projects such as process improvements, amended returns and documentation development

Responds to and supports resolving correspondence, letters, and notices

Develops and maintains relationships with both team members and clients

Prepares and reviews invoices and assists with collections

Assists with onboarding and setup of new engagements

Supervisory Responsibilities:

Supervises work assignments of SALT Associates and Paraprofessionals, as appropriate

Provides periodic performance feedback to and participates in the annual performance evaluation for SALT Associates and Paraprofessionals, as appropriate

Acts as a mentor to and assists in the professional development of SALT Associates and Paraprofessionals, as appropriate

Qualifications, Knowledge, Skills, and Abilities:

Education:

Bachelor’s Degree, required

Experience:

Two (2) years of experience working in sales and use tax, required

License(s)/Certification(s):

CPA, preferred

Software:

Intermediate knowledge of Microsoft Excel and other Microsoft Office applications, required  Knowledge of Vertex Indirect Tax Returns or other sales tax compliance solutions, required Familiarity with Database software, Alteryx or Power Query, preferred

Other Knowledge, Skills & Abilities:

Ability to manage time and priorities effectively by completing tasks in a timely manner

Ability to accurately complete high-volume of work in a deadline driven environment

Internet and software savvy

Detailed and results oriented

Ability to effectively manage and overcome challenges

Must be able to work under tight monthly deadlines, with strong organizational skills

Ability to display sound judgement and problem solve issues

Ability to work independently on routine work, with more guidance on new projects or assignments

Ability to build productive internal/external working relationships

Ability to follow detailed practices and procedures in order to resolve issues

Adaptable and embraces change

Excellent people development and delegation skills

Ability to encourage a collaborative team environment on engagements Executive presence and ability to act as the primary contact on assigned engagements

Basic understanding of sales and use tax compliance

Working knowledge of sources of relevant information utilized in sales and use tax filings At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the…