Senior Tax Accountant

Sr. Tax Accountant – Job Description

The Sr. Tax Accountant is an excellent opportunity for a candidate to bring valuable experience in state and local tax related matters, including preparing and filing Business Personal Property Tax Returns using PTMS, as well as utilizing Vertex for sales and use tax compliance, reconciliation, and reporting, and tax payments. This role exercises independent judgment, drives process improvements, serves as a primary point of contact for internal and external stakeholders, and supports audits and tax planning initiatives.

The position plays a critical role in ensuring compliance, managing risk, and enhancing operational efficiency across the tax function.

• Lead the preparation, review, and filing of business personal property tax returns using PTMS software, ensuring accuracy, completeness, and timeliness.
• Oversee data integrity by identifying, troubleshooting, and resolving data import and system‑of‑record issues.
• Review and reconcile notices of value, determine appeal strategies, and prepare and file informal and formal appeals when warranted.
• Direct the processing and remittance of property tax payments and ensure compliance with jurisdictional requirements.
• Serve as a subject‑matter expert on property tax matters, providing guidance to internal teams and responding to complex technical questions.
• Act as a primary liaison with taxing authorities, auditors, and external service providers.
• Lead property tax audit support efforts, including documentation review, issue resolution, and audit response strategy.
• Provide sales‑tax audit support upon request.
• Provide advanced technical support to internal stakeholders on sales‑tax matters.
• Research and interpret sales‑tax law changes using RIA Checkpoint / Thomson Reuters, translating findings into practical business guidance.
• Assess the impact of tax‑law changes and communicate risks, opportunities, and recommendations to management.
• Contribute to and lead special projects, including process enhancements and system improvements.
• Special projects as requested.

• Bachelor’s degree in Accounting or Finance with 6‑8 years of relevant work experience OR Associate’s degree in Accounting with 7‑9 years of relevant work experience.
• Sales and use‑tax experience is required.
• Property‑tax experience is a plus.
• CPA, MBA a plus – not required.
• Experience with PTMS software is a plus.
• Experience with Vertex is a plus.
• Excellent math skills including strong analytical and problem‑solving abilities with attention to detail.
• Proficiency with 10‑key is a plus.
• Leasing industry experience a plus.
• Prior public‑accounting experience and/or large corporation experience (revenue over $1B) desired.
• Intermediate Excel skills including pivot tables, lookups, and formulas.
• Experience using Access is a plus.
• Experience with online tax and accounting research tools, such as Thompson Reuters products (Checkpoint, RIA, etc.).

Wheels is a Drug‑Free Workplace. All employment is contingent on successful completion of drug and background screening. Wheels is an equal opportunity affirmative action employer and administers all personnel practices without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, marital status, domestic partnership status, disability, protected veteran status or military status, genetic information, or any other category protected under applicable law.

Wheels is committed to taking affirmative steps to promote the employment and advancement of minorities, women, persons with disabilities and protected veterans.