Bachelor's degree in Accounting, Finance, or related field preferred; equivalent experience may be considered.
5+ years of indirect tax and accounting experience, ideally in a multi-location or multi-state organization.
Strong knowledge of sales and use tax compliance and reporting.
Experience with tax software like Avalara/AvaTax or Vertex preferred.
Proficient in tax research resources such as CCH Tax Research preferred.
Strong Microsoft Excel skills, including VLOOKUPs and pivot tables.
Excellent analytical, organizational, and problem-solving skills.
Responsibilities
Prepare and review sales and use tax returns for multiple U.S. jurisdictions.
Support indirect tax compliance and reporting activities.
Maintain resale and exemption certificates.
Review customer exemption and resale certificates for accuracy.
Process tax adjustments for non-taxable transactions in the ERP system.
Research state and local tax regulations for product taxability guidance.
Assist with sales and use tax audits and prepare supporting documentation.
Benefits
Eligible for medical, dental, and vision insurance.
401k plan available.
Full Job Description
Position Title: Senior Tax Associate - Sales & Use
Location: Santa Ana, CA - Fully Onsite
Assignment type: Direct Hire
Compensation: $43 - $48 / hour + 10% target bonus
Work Schedule: M-F 8-5
Benefits: This position is eligible for medical, dental, vision and 401k.
Job Description:
We are seeking a Senior Tax Associate to join a growing corporate tax team. This position will focus primarily on indirect tax compliance, reporting, research, and reconciliation across multiple jurisdictions. The ideal candidate will have strong sales and use tax experience, excellent attention to detail, and the ability to manage multiple deadlines in a fast-paced environment.
Responsibilities:
Prepare and review sales and use tax returns, including monthly, quarterly, and annual filings across multiple U.S. jurisdictions.
Support indirect tax compliance and reporting activities across applicable jurisdictions.
Prepare and maintain resale and exemption certificates.
Review customer exemption and resale certificates for accuracy and compliance.
Process tax adjustments for valid non-taxable transactions within the ERP system.
Research state and local tax regulations and provide guidance regarding product taxability and exemption requirements.
Assist with sales and use tax audits, including preparation of supporting documentation.
Prepare and upload tax-related journal entries within the ERP system.
Reconcile sales and use tax general ledger accounts and investigate discrepancies.
Assist with maintaining the accuracy and integrity of indirect tax reporting and related financial information.
Identify opportunities to improve the efficiency and accuracy of tax processes.
Support special projects and other initiatives within the Tax department as needed.
Qualifications:
Bachelor's degree in Accounting, Finance, or a related field preferred; equivalent relevant experience may be considered.
5+ years of indirect tax and accounting experience, preferably within a multi-location or multi-state organization.
Strong knowledge of sales and use tax compliance and reporting.
Experience with Avalara/AvaTax, Vertex, or similar sales tax and exemption certificate software preferred.
Experience using tax research resources such as CCH Tax Research preferred.
Strong Microsoft Excel skills, including VLOOKUPs, pivot tables, and related functions.
Excellent analytical, organizational, and problem-solving skills.
Strong attention to detail and ability to work independently.
Excellent written and verbal communication skills.
Ability to manage multiple priorities and deadlines in a fast-paced environment.
Experience with Canadian indirect taxes such as GST, PST, HST, or QST is a plus.
About Addison Group
Addison Group is a professional staffing and consulting firm that provides services in the areas of information technology, finance and accounting, healthcare, human resources, and administration. The company was founded in 1999 and is headquartered in Chicago, Illinois. Addison Group has over 2500 employees and operates in 22 locations across the United States. The company has been recognized as one of the fastest-growing private staffing firms in the United States by Inc. Magazine.
