Senior Accountant, Sales Tax

About the role

Responsible for preparing and filing indirect tax returns for the entire Weisiger Group enterprise, including Carolina CAT and LiftOne. 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.

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 a 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 workpapers 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 workpapers used and develop additional automated workflows to improve efficiencies.
• Actively participate in LiftOne Vertex Use Tax Implementation.
• Support Vertex Use Tax integrations and future ERP upgrades and implementations. Depending on candidate’s skill set, opportunity for being the Team Lead for all current and future Vertex integrations and upgrades.
• Actively participate in workshops, make recommendations, and be a champion for change management to lead trainings for impacted users (i.e. credit team and coordinators).
• Other duties as assigned.

Requirements

• Bachelor’s degree from a four-year college or university.
• Two plus years’ related experience and/or training; or equivalent combination of education and experience.
• Certified Public Accountant (CPA) candidate preferred.

Skills

• Computer Skills
  • Microsoft Office (Word, Excel, Outlook, and PowerPoint).
  • SAP.
  • Vertex experience is a plus.
• Language Skills
  • Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
  • Ability to write reports, business correspondence, and procedure manuals.
  • Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• 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.

Workplace Requirements

• 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.
  • Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
• Work Environment
  • While performing the duties of this job, depending on site location, the employee may be exposed to moving mechanical parts and equipment.
  • The employee may occasionally be exposed to high, precarious places; fumes or airborne particles; outside weather conditions; and vibration.
  • The employee may occasionally be exposed to wet and/or humid conditions; toxic or caustic chemicals; extreme cold; extreme heat; and risk of electrical shock.
  • The noise level in some work environments is occasionally loud.