Tax Specialist

Responsibilities

• Prepares and files state and local sales and use tax returns as assigned.
• Verifies and manages sales tax resale and exemption certificates
• Reviews sales quotations to customers and determine correct amount of sales tax for each product listed on the quotation
• Maintains indirect tax calendar for assigned tasks
• Partner with legal to apply for and renew business licenses as required. Complete annual reports as required.
• Identify tax nexus with new jurisdictions as equipment is acquired
• Complete basic tax research and communicate tax recommendation for specific tax scenarios as they arise
• Responds to inquiries made by sales and use tax authorities with respect to returns filed and tax paid
• Responds to inquiries made by lessees (or by lease administration and accounts receivable) with respect to sales and use tax invoiced
• Assist with data gathering for – sales/us/property and other indirect audits throughout the year.
• Performs account reconciliations
• Other tasks as assigned
• Keep abreast of new legislative and other developments in sales tax area

Qualifications / Education

• 2 years of experience in Indirect Tax (sales/use tax, business licenses, annual reports & misc.)
• Strong candidates without Indirect Tax experience will be considered
• IPT training/certification a plus

• BA or BS Degree in Accounting, Finance or Business

Skills

• Must be highly motivated individual with high level of initiative and an attitude of willingness
• Ability to learn and conceptualize quickly
• Must be team player willing to assist others at all levels of the organization
• Strong verbal and written communication skills; and excellent interpersonal skills with the ability to provide superior customer service and maintain cooperative working relationships. 
• Strong organizational and time management skills with the ability to multi-task and work autonomously or with a team.  
• Strong attention to detail. 
• Ability to communicate effectively on a one-on-one basis or in group setting.
• Ability to exercise strict confidentiality

Insight Investments, LLC is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, age, sexual orientation, gender identity, disability, status as a Veteran or other protected classification.

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