Senior Accountant, Sales Tax

About the role

Join the Weisiger Group TeamAs 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.

Responsibilities

• 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.
  • Monitor Sales Tax Reserve and make all monthly entries for Sales Tax Reserve for all entities. Prepare Sales Tax Reserve accrual workpapers review with Senior Manager to ensure accurate reserve is recorded. Audit management.
• Heavy Equipment Tax
  • Prepare returns and submit payment quarterly for all heavy equipment tax filings. Prepare annual applications for Heavy Equipment 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 workpapers used and develop additional automated workflows to improve efficiencies.
  • Support LiftOne Vertex Use Tax Implementation. Actively participate in workshops, make recommendations and be champion for change management to lead trainings for impacted users (i.e. credit team and coordinators).
• 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 workpapers used and develop additional automated workflows to improve efficiencies.
• Supervisory Responsibilities
  • This job has no supervisory responsibilities.

Qualifications

• Bachelor’s degree from four-year college or university; and Two plus years’ related experience and/or training; or equivalent combination of education and experience
• Computer Skills
  • Microsoft Office (Word, Excel, Outlook and PowerPoint)
  • SAP
  • Vertex Experience is a plus
• Certificates, Licenses, Registrations
  • Certified Public Accountant (CPA) candidate preferred
• Mathematical Skills
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
  • Ability to apply concepts of basic algebra and geometry.
• Reasoning Ability
  • Ability to identify cause-effect relationships and interrelated business activities.
  • Ability to solve practical problems and deal with a variety of concrete variables in situations where limited standardization exists.
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
• Physical Demands
  • While performing the duties of this Job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and talk or hear.
  • The employee is frequently required to sit.
  • The employee must frequently lift, carry, push, pull and /or otherwise move up to 25 pounds.