Accounting Clerk

Job Description

About the Job: Accounting Clerk (Sales Tax Focus)

Are you a detail-oriented and experienced accounting or bookkeeping professional who thrives in a team environment? We are seeking a dedicated Accounting Clerk with strong problem-solving skills and a genuine passion for client satisfaction to join our leading sales tax consulting firm.

This role is critical for preparing, reviewing, and maintaining clients’ financial records, specifically those related to sales tax. You will be responsible for confirming the accuracy of these records, and then using them to timely and accurately prepare, file, and pay clients’ sales tax returns across the U.S. and Canada.

This position requires extreme attention to detail, expertise in Microsoft Excel, and familiarity with various accounting and tax software programs. The successful candidate will be well-organized, effective at time management, and adept at prioritization, especially given the various filing deadlines throughout each month.

While prior experience with filing sales tax returns is a plus, it is not strictly required. We welcome quick learners who are open-minded to acquiring new skills and receptive to feedback and constructive criticism. If you are driven by excellence, take pride in your work, and value the atmosphere of a private, family-run business that emphasizes work-life balance, we invite you to apply.

Company Overview

We are a leading sales tax consulting firm, specializing in providing comprehensive sales & use tax solutions and expertise to businesses of all sizes. Our dedicated team is committed to helping clients navigate the complexities of sales tax regulations, optimize compliance, and maximize tax savings.

Compensation & Benefits

• Full-time office role paying $20.00-$22.50 per hour
• Opportunity to transition to a partial remote work schedule after demonstrating a track record of success with the company
• Performance-based incentives
• Medical, dental & vision insurance for full-time employees
• Company 401(k) program, with employer matching for full-time employees
• Company profit-sharing program for full-time employees
• Paid vacation and holidays

Responsibilities

• Gathering clients’ sales data information from various accounting and tax software programs such as QuickBooks Online, Shopify, WooCommerce, NetSuite, Avalara, TaxJar, etc.
• Reviewing and confirming the accuracy of clients’ sales data.
• Preparing drafts of clients’ sales tax returns for monthly, quarterly, semi-annual, and annual filings to meet all regulatory requirements.
• Communicating with clients to receive approvals to complete and pay balances due for all pending filings.
• Providing feedback to clients on best practices, changes in tax laws, and other tax-related and customer service topics.

Desired Skills and Experience (Qualifications)

• Availability: This is an in-office, onsite 5x per week position.
• Customer Service: A relentless dedication to customer service and exceeding client expectations.
• Education: Bachelor’s degree, preferably in business, finance, or a related field.
• Experience: Proven track record of success in filing tax returns, preferably sales tax returns. (Prior sales tax filing experience is a plus, but not required if a quick learner.)
• Communication Skills: Excellent verbal and written communication skills, capable of conveying complex and technical tax matters to clients as well as interfacing with representatives from State Tax Agencies.
• Problem-Solving: Analytical mindset to understand clients’ pain points and provide comprehensive, tailored solutions.
• Tech-Savvy: Proficiency in using Excel and familiarity with accounting and tax software programs such as QuickBooks Online, Shopify, WooCommerce, NetSuite, Avalara, TaxJar, and other commonly used software programs.
• Time Management: Ability to prioritize tasks and manage time effectively to meet filing deadlines.
• Team Player: Collaborative and able to work in a team-oriented environment.