Senior Tax Specialist

This is a fully remote position, open to applicants in Illinois.

📋 Description

• Analyze and interpret the regulations of individual states and assess existing reporting to guarantee compliance.

• Relay tax findings and necessary requirements to clients and Account Executives pertaining to sales tax issues.

• Prepare monthly filings for sales and use tax, as well as Canadian GST filings, along with associated journal entries.

• Assist in the audits related to sales and use tax.

• Act as a subject matter expert for the configuration and upkeep of Vertex tax software.

• Oversee customer resale and tax exemption certificates.

• Prepare and submit year-end Forms 1099.

• Carry out other duties as assigned.

⛳️ Requirements

• A minimum of 5 years of experience in multi-state sales tax filings.

• Experience with Vertex software is preferred.

• Capability to collaborate cross-functionally with both internal and external stakeholders.

• Proven critical thinking, analytical problem-solving, and effective decision-making abilities.

• Skill in evaluating complex or unclear situations, prioritizing issues, and suggesting actionable next steps.

• Proficient in Microsoft Excel and other business systems.

• Experience utilizing AI tools or AI-enabled technologies to boost productivity is preferred.

• Responsible use of AI, including output validation, protection of confidential information, and application of sound professional judgment.

• Strong communication, time management, multitasking, and interpersonal skills.

• Ability to manage and safeguard confidential information.

• Capacity to work efficiently under pressure and meet deadlines.

• A positive and professional demeanor.

• Flexibility and the ability to thrive in a team-oriented environment.

• An Associate’s degree in accounting, finance, or a related discipline.

• Must be eligible to work in the United States as indicated by HALO’s E-Verify participation and Right to Work notices.

🏝️ Benefits

• Nationwide coverage for Medical, Dental, Vision, Life, and Disability insurance.

• Additional Voluntary Benefits.

• 401(k) Retirement Savings Plan.

• Health Savings Accounts (HSA).

• Flexible Spending Accounts (FSA).

• Opportunities for career advancement and internal promotions.

• Access to leadership experiences and HALO’s influential global network.

• Recognition awards that can be converted into gift cards, trips, concerts, and merchandise.

• Reasonable accommodations for individuals with disabilities.