Sr. Tax Accountant

About the role

The Senior Tax Accountant is responsible for assuring compliance with federal, state & local tax statutes and regulations in support of Serrala in North America. Performs tax research and interprets tax statutes and regulations to determine the impact on the corporation. Develops strategies, methodologies, systems, and procedures for reducing state & local tax liabilities. Advises management on impact of tax laws on the corporation. Negotiates with tax authorities regarding disputes and/or interpretations. Helps manage all US and Canadian tax returns, including income, property, sales & use, franchise, and other miscellaneous tax reporting, maintaining all tax-related supporting records.

Responsibilities

• Reconcile all tax-related general ledger accounts monthly to ensure account balances are accurate and fully supported with detailed backup.
• Reconcile customer sales and tax details across various systems (including SAP and Avalara) to ensure sales tax filings are accurate; investigate, correct, and document any discrepancies.
• Ensure all required sales tax returns and corporate income tax returns are filed, and payments are made in a timely manner for both U.S. and Canadian entities.
• Review and assign product tax codes for various types of products and services to ensure sales tax is correctly charged to customers.
• Manage customer exemption certificates and collaborate with the billing team to resolve any sales tax issues on customer invoices.
• Cooky with external tax consultants to provide quarterly and annual tax data for the preparation of corporate income tax estimates and returns.
• Prepare monthly Revenue by State reports and proactively work with the billing team to correct any issues where revenue is reported to the wrong state.
• Prepare monthly Fixed Assets by State reports to support annual tax filings.
• Prepare year-end Form 1099-MISC tax filings for applicable suppliers.
• Record cash postings and prepare journal entries for all tax-related activities.
• Represent the company in audits conducted by federal, state/provincial, and local tax authorities.
• Interpret and apply domestic and international tax concepts and regulations.
• Analyze financial data and assess the tax impact of business opportunities on the company.
• Perform other tax-related duties as assigned.

Requirements

• Bachelor’s degree in finance, accounting, or business, CTP or CPA preferred
• Minimum five (5) years of experience, focused on tax accounting and at least one tax preparation suite in the technology and software industry.
• Detail knowledge of the U.S. tax legislation and accounting principles.
• Knowledge of non-U.S. direct and indirect tax statutes may be required.
• Strong skills in Microsoft Office (Excel), ERPs (SAP), and tax compliance systems.
• Strong verbal and written skills with the ability to read, analyze and interpret general business periodicals or governmental regulations.
• Able to think critically and solve practical problems and deal with a variety of concrete variables.
• Ability to pay attention to details, notice small mistakes, and are able to deliver high quality, accurate work.
• Ability to work with other team members with a positive attitude and respect others’ opinions.

What makes you excel in this position

• The requirements listed below are representative of the knowledge, skill, and/or ability required:

Benefits

• Medical, Dental, and Vision Insurance - available to you from your first day of employment
• Paid Parental Leave
• 401(k) - dollar for dollar matching up to 4% with immediate vesting and contribution eligibility beginning day one from the start of employment
• Up to a $275 monthly reimbursement for phone and internet
• Employee Assistance Program
• LifeMart - discounts on travel, food, products, and services
• Regus – mobile office space available for Serralians for team meetings, department gatherings, and project collaborations