The Associate Tax Analyst role is responsible for preparing and filing US and Canadian sales tax returns. This position also responds to customer inquiries regarding sales tax via phone and email, maintains the exempt status of customers in the billing platform, and issues tax credits. Additional support may be provided with business license applications and renewals, and unclaimed property related mailings.
•Gather tax data from the billing and accounting records, prepare work papers, file US and Canadian sales and use tax returns with associated schedules and initiate timely payments. Prepare use tax calculation for promotional materials. Respond in writing to notices from taxing jurisdictions.
•Solicit and gather tax exemption certificates from customers. Validate accuracy of the certificate, issue tax credit and flag customer exempt. Issue exemption certificates to vendors as requested following company guidelines.
•Update customer exemption certificates as required by state guidelines.
•Perform special projects as needed. (e.g. Gather and analyze documentation for sales and use tax audits; assist with unclaimed property).
•Work with internal and external customers regarding tax questions on customer accounts.
•Prepare monthly and quarterly account reconciliations for various general ledger accounts. Investigate and resolve discrepancies.
•Perform SOX testing in accordance with company guidelines.
•Prepare monthly sales tax rate updates for the various billing systems.Required:
• Associates (or certificate)
• Accounting or Business Administration
• 1+ Year of experience
•Experience in multistate sales tax compliance preferred as well as basic accounting.
•Strong attention to detail, well developed analytical and problem-solving skills
•Good written, verbal and interpersonal communication skills
•Ability to build relationships with customers and team members
•Excellent organizational and multi-tasking skills
•Highly proficient in Microsoft Excel and Word
•Vertex Returns and SAP experience preferredPre-Employment Screening:
Drug screen and background check required.Deluxe Corporation is an Equal Opportunity / Affirmative Action employer:
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, disability, sex, age, ethnic or national origin, marital status, sexual orientation, gender identity or presentation, pregnancy, genetics, veteran status or any other status protected by state or federal law.
Please view the electronic EEO is the Law Poster which serves to inform you of your equal employment opportunity protections as part of the application process.
Remote Work Location: No
Employment Type: Entry Level
Full Time/Part Time: Full Time
Shift Type: Traditional