Tax Accountant

Tax Accountant

The Tax Accountant will focus on sales and use tax compliance for a banking client. This role ensures proper treatment of transactions, prepares returns, supports audits, and provides guidance to optimize tax processes using technology and best practices.

Key Responsibilities:

• Provide sales tax treatment guidance in the Equipment Finance industry

• Ensure documentation meets Tax Department standards

• Support audits and internal compliance reviews

• Review and validate sales tax exemption certificates

• Recommend process improvements for sales and use tax compliance, including technology solutions

• Prepare and file multi-state sales tax returns accurately

• Reconcile tax-related general ledger accounts

Qualifications:

• Bachelor’s degree in Accounting, Finance, or Business

• 4–6 years of experience in sales and use tax, preferably multi-state compliance

• Experience with monthly sales tax compliance and return filing

• Sales tax code interpretation and research expertise

• Experience with Vertex Indirect Tax or similar software highly desirable

• Proficient with Alteryx, Excel, and general ledger reconciliation

• Equipment finance and relational database experience (Access, Hyperion, Tableau, MicroStrategy) a plus

Benefits:

• Medical, dental, vision, and life insurance

• 401(k) retirement plan

• Short-term and long-term disability insurance

• Paid vacation, sick, and parental leave

• Paid holidays and parking/public transportation

Tax Accountant manages multi-state sales and use tax compliance, filings, audits, and process improvements for banking and equipment finance clients.