Tax preparer jobs in Kannapolis, NC

Benefits: Bonus based on performance Competitive salary Employee discounts Flexible schedule Opportunity for advancement Signing bonus Training & development Calling all Experienced Tax Preparers! Join our team for an exciting seasonal opportunity that offers flexible schedules. Leverage your tax expertise, business background, and knowledge of tax laws to propel you to the next level. You will provide exceptional client service while connecting with clients in a fun, fast-paced environment. Don't miss out on this opportunity to make a difference for the hardest working! ** $150 Sign-On Bonus for new employees! Terms apply ** What you need: 2+ seasons of previous experience completing individual, trust, and/or partnership tax returns Passion for providing extraordinary customer service Excellent communication and interpersonal skills Ability to thrive in a fast-paced work environment Basic computer skills Willingness to learn Experience in accounting, finance, retail, bookkeeping, or taxes Additional Perks: Full-time and part-time positions are available Flexible Schedule Options - Work that works for you! Work Lotto (Win money for logged shifts) Low-cost benefits (healthcare, dental & vision) Teladoc (Unlimited Teladoc sessions for you and your whole household for $18 per month) Free identity theft protection Corporate discount program Free tax preparation training and PTIN registration reimbursement Referral bonus opportunities are available for referring qualified candidates Free continuing tax education Enrolled Agent materials and testing reimbursement Opportunities for advancement within the organization Employee referral program & sign-on bonus for new Tax Preparers (terms apply) Medical & Prescription benefit option (eligible to participate after working 1,560 hours annually) 401k with Company Match (eligible to participate after working the first 1,000 hours) If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today Working at Jackson Hewitt Jackson Hewitt is a national brand with local heart. After 40+ years and our name on over 65 million returns, we're not only committed to providing a better tax experience for the hardest-working Americans, but we also strive to change the lives in our communities for the better, too. We offer a full suite of tax preparation services and guidance. Join us. Taxes are fun (really!) At Jackson Hewitt, we're proud to offer tax training to beginners and continuing education courses for more seasoned Tax Pros. We offer on-the-job mentorships too, and we're always championing your professional success and personal goals. Enjoy a flexible schedule and work that works around you for a change. Plus, start earning extra income and learning a recession-proof life skill now. PTIN Certification: Yes Thank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). The Company is an equal employment opportunity employer and does not tolerate discrimination against or harassment of any applicant or employee on the basis of race, color, sex, religion, national origin, age, disability, or any other status protected by applicable federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. CANDIDATE ACKNOWLEDGEMENT: Tax Preparer Applicants: I understand, as a condition of employment, I must be able to obtain a Preparer Tax Identification Number (PTIN) and the IRS will conduct their own background investigation. I certify that all answers given in connection with my application(s) for employment with Jackson Hewitt Inc. and/or its wholly owned subsidiary Tax Services of America, Inc. (collectively, the “Company”) are true and complete to the best of my knowledge. I understand that a false statement, false answer, misrepresentation or omission may result in a decision not to hire me, the withdrawal of an offer of employment, or the termination of my employment with the Company, regardless of when the false or misleading information or omission is discovered. I understand that the completion of this application is a preliminary step to employment. It does not obligate the Company to offer employment to me, or for me to accept employment. This application is considered active for a period of time not to exceed (30) days. I understand that a Company representative may contact me during the application process. By providing my phone number, I consent to receive automated telephone calls and/or text messages from Jackson Hewitt and its agents regarding Jackson Hewitt employment opportunities. Message and data rates may apply. Text STOP to opt-out. By submitting an application, I certify, agree, and confirm my review and understanding, as set forth in the “Candidate Acknowledgment” set forth on the job posting.

We are seeking an experienced Tax Associate to join a small, dynamic boutique firm in the Charlotte area. This hybrid role offers the opportunity to work remotely part of the week while collaborating in-office 3 days per week. Responsibilities include: Preparing individual, corporate, and partnership tax returns. Assisting with tax planning and compliance for a diverse client base. Ideal candidates have: 3+ years of tax preparation experience. A detail-oriented, client-focused approach. Proficiency with tax software and accounting principles. Compensation: Up to $85,000 annually, plus a comprehensive benefits package. Package Details

Payroll Tax Analyst Amwins Group, Inc. is conducting a candidate search looking for a Payroll Tax Analyst for our offices located in South Park Charlotte, NC. Amwins is the largest wholesale brokerage and group insurance administrator in the US with annual premiums placed more than $40B. We are privately held with the employees owning the majority stake. We have over 63 operating companies across 5 divisions, over 175 locations around the world, and 7.5k employees. Amwins has expertise across a diversified mix of property, casualty, and group benefits products, and offers value-added services to support these products, including product development, underwriting, premium and claims administration, and actuarial services. Please visit our website at ************** The Payroll Tax Analyst is responsible for managing and supporting the end-to-end payroll tax compliance process for multi-state payroll operations. This role ensures compliance with federal, state, and local tax regulations, oversees the preparation and reconciliation of tax filings, leads payroll tax audits, and provides day-to-day guidance to the payroll tax team. The ideal candidate will have a strong background in payroll tax, and a high level of analytical and problem-solving skills. Key Responsibilities: Oversee and perform all aspects of payroll tax compliance, including the review and reconciliation of federal, state, and local tax filings (e.g., 941s, W-2s) Establish and maintain tax agency accounts and SUI rates across multiple jurisdictions Manage employee tax setups and changes due to state moves or office address updates Reconcile payroll tax reports after each payroll run to ensure accurate filings by tax service providers Ensure timely submission of weekly, quarterly, and annual payroll tax filings Lead responses to federal, state, and local payroll tax inquiries, audits, and correspondence Develop and implement internal controls, processes, and policies related to payroll taxes Prepare payroll records related to terminations and coordinate closely with payroll processing teams Provide leadership and technical support to the payroll tax team on daily tasks and project initiatives Monitor updates from tax authorities and ensure systems and processes are updated accordingly Collaborate cross-functionally with Payroll, HR, and Finance teams to ensure alignment and accuracy Qualifications: Not less than 4 years of work experience in multi-state payroll and tax compliance Experience with ADP Smart Compliance is a plus Extensive knowledge of federal, state, and local payroll tax regulations Effective verbal, written, and interpersonal communication skills Demonstrated organizational abilities Proficiency with Excel, including pivot tables and v-lookups Ability to handle sensitive and confidential information Strong analytical and problem-solving skills Experience leading a team Key Competencies for Building a High-Standards Culture: Payroll team members are expected to uphold the following attributes to support a collaborative, high-performing environment. Job performance is measured with the following competencies: Employee Engagement Recognize and reward hard work to build motivation and trust Emphasize continuous growth, ambition, and team-focused determination Use the payroll process as a symbol of organizational commitment to employee well-being Collaboration Engage with all stakeholders including Payroll Operations, Payroll Tax, Process Improvement, HR, HRIS, and ADP Align efforts to achieve shared goals and collective success Value cross-functional teamwork as essential to project outcomes Trust Foster transparency through clear communication of payroll policies, deductions, and benefits Address payroll-related inquiries promptly and accurately Strengthen trust with self-service access and consistent information sharing Security Ensure job stability and protection against sudden external changes Provide clear roles, workplace safeguards, and continuous development opportunities Support long-term career relevance through upskilling and adaptability Accountability & Responsibility Own your responsibilities, deadlines, and results Communicating early and openly silence is not an option Be dependable and follow through consistently Professionalism Communicate respectfully, clearly, and constructively at all times Be punctual, well-prepared, and detail oriented Represent both yourself and the team with integrity and professionalism Emotional Intelligence Respond with thoughtfulness rather than reactivity Show empathy and consider others' perspectives Welcome feedback as an opportunity for growth Active Listening Be present-listen fully before responding Ask clarifying questions to ensure understanding Apply shared information to avoid redundancy Initiative Proactively identify and act on opportunities for improvement Bring forward ideas and solutions without waiting to be asked Stay informed on industry trends and apply them to enhance processes

The Senior Associate, STS SALT ITA (Indirect Tax Automation) assists clients by providing advice and services related to the implementation of indirect tax software solutions. The ITA Senior applies her/his business experience and tax technical knowledge to address the client's business objectives related to automation and any associated tax implications. The ITA Senior is responsible for identifying different methods of complying with tax regulations and recommending a course of action that meets the identified business objectives. Additional responsibilities include applying knowledge to understand potential tax issues and how to automate these needs, evaluate and select alternative solutions to lessen tax burden and cost of compliance, recognize and communicate potential risks, identify potential changes in the tax policy and apply new policies and solutions to tax compliance. This role also serves as primary contact for our clients, as needed, including but not limited to preparing and delivering presentations to clients and potential clients. Job Duties: Solution Research: Identifies when research is needed to resolve solution issues; frames issues to be researched; analyzes facts; adequately tests the proposed solution; and reports the results Demonstrates an in-depth level of understanding of various support documentation and resources available Applies firm and professional standards for preparation of supporting research Develops and maintains relationships with various indirect tax software vendors; understands how to access and leverage software vendor resources Solution Consulting: Consults on client business requirements for implementing U.S. sales and use tax processes, International VAT processes, and system solutions Develops, recommends, and implements methods to maximize client benefits through automated solutions, especially by decreasing clients' current and future tax management processes and tax burden Considers the applicability of all state tax consulting sub-specialties for each client, conferring with other STS consultants, when appropriate Involves other state tax sub-specialty subject matter experts, when appropriate Applies workplans for automated tax solution projects performed for clients Develops consultative selling skills Assists in managing client expectations Communicates with clients to gather information when applicable Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements Solution Implementation: Provides client-facing service to our customers relative to their indirect tax automation needs, including transactional business requirements analysis, tax function optimization, and tax systems implementation Communicates on indirect tax matters with client cross-functional teams such as tax, information technology, procurement, order management/billing, and other related teams Leads testing, troubleshooting and error resolution relative to ERP and tax system solutions Prepares and leads tax technology training sessions aimed at internal and external teams Provides hyper-care as needed by our clients during normal and off-hours Provides support for marketing and business development (e.g. assist in preparation of customer proposals) Assists with engagement administration and client billings Manages implementation services efficiently Strategy Development: Introduces and develops new or improved ideas to advance the position of clients, the firm, or firm personnel by reducing taxes or expenses or providing non-tax benefits. Reviews tax solution implications and offers client alternative courses of action Assists with research of potential tax solution strategies as well as implementation Understands documentation associated with tax solution strategies Identifies and leverages lessons learned on prior projects and offers input on how to improve Suggests marketing approaches for new ideas Discusses simple tax solution strategies with client Builds client relationships, marketing, networking and business development Economically and productively manages projects including billing and accounts receivable responsibilities Involves and works with firm specialists when client and proposal work relate to areas in which the firm has specialists Organizes and conducts internal CPE training sessions in area of specialization Other duties as required Supervisory Responsibilities: Supervises work assignments of STS SALT ITA Associates, as appropriate Provides periodic performance feedback to and participates in the annual performance evaluation for STS SALT ITA Associates, as appropriate Acts as a mentor to and assists in the professional development of STS SALT Associates, as appropriate Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree, required Master's degree in Accounting/Taxation or CS/MIS, preferred Experience: The ideal candidate will have a mix of software automation and tax technical experience, as addressed below (note that certain items are required) Software Automation Experience: Two (2) or more years of state and local/multistate experience implementing indirect tax software solutions such as Vertex (Series L, Q and/or O), Vertex Returns, Onesource Indirect Tax Determination, AvaTax, SOVOS (formerly Taxware), required Two (2) years of experience with ERP systems such as Microsoft, Oracle, PeopleSoft, or SAP relative to the indirect tax function, preferred Experience with development languages such as Visual Basic, C#, Java, and SQL, preferred Tax Technical Experience: Three (3) or more years of experience with state and local indirect taxes, preferred Experience with the preparation and filing of indirect tax refund claims, and defending the claims in front of state and local tax authorities, preferred Experience with state and local tax audit defense services, including meeting and presenting to state and local tax authorities, preferred Experience analyzing and applying research related to state and local tax laws and regulations, including applying rules and regulations to client fact patterns, analyzing facts and circumstances, and preparing and communicating SALT advice on specific tax research topic, preferred Knowledge and practical experience related to state and local tax nexus rules, preferred Knowledge and practical experience related to state and local tax registrations, preferred License/Certifications: Tax software vendor certified (or plans to become certified within one year) or other acceptable qualifications such as CMI, CPA, etc., preferred Software: Proficient in MS Office applications such as Microsoft Excel, Access, PowerPoint, and Visio, preferred Other Knowledge, Skills & Abilities: Excellent verbal and written communication skills Strong analytical and research skills Solid organizational skills Ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Ability to provide support to the project management function Ability to travel from time to time for project work Capable of building and maintaining strong relationships with internal and client personnel Excellent people development and delegation skills Ability to encourage a team environment on engagements Executive presence and ability to act as primary contact on assigned engagements Basic understanding of tax compliance Good understanding of key indirect tax processes and data drivers across multiple industry segments such as energy, healthcare, retail, hospitality, manufacturing, etc. Understanding of indirect tax compliance procedures, including managing data used for monthly/quarterly/annual compliance and required filing of indirect tax returns Working knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services Working knowledge of sources of relevant information utilized in designing automated solutions Working knowledge and understanding of cause and effect for taxable conditions on clients and the potential tax issues Possesses excellent decision-making skills Ability to successfully interact with professionals at all levels Ability to create functional/technical documentation in support of automated solutions Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $70,000 - $125,000 Maryland Range: $70,000 - $125,000 NYC/Long Island/Westchester Range: $70,000 - $125,000

A full service law firm seeks an associate attorney for its tax practice in the Charlotte, NC office. QUALIFICATIONS: Minimum of three years of experience with a predominant focus on federal taxation. Corporate and partnership taxation and transactional experience. Experience in federal tax controversy, international or tax exempt organizations. LLM in taxation. Excellent academics. Licensed in North Carolina. QUALIFIED ATTORNEYS WILL BE CONTACTED FOR ADDITIONAL CREDENTIALS

Provides consulting and information-sharing tax services for the organization and ensures that all appropriate tax regulations are followed + Deliver superior customer service and specialize subject matter expertise to individual tax clients. + Work with Wealth Management partners to deliver sophisticated income tax planning advisory services for Client's highest net worth and most influential clients. + Serves as an expert resource for Wealth Management partners on client income tax planning strategies directed to high-net worth individuals. + Communicate with senior leadership team to provide operational strategies and efficiency opportunities. + Represent the business to various taxing agencies, including federal, state and local. + Serve as liaison between outside tax preparation vendor and by sharing of information, collaborating on preparation of individual, gift and partnership income tax returns; and assist with inputting of various tax-related information into software programs and Client systems. + Participate in various projects to support Client and business initiatives, including strategic planning to evolve Client's tax offering. + Responsible for the calculation, preparation, and processing of all individual, gift and partnership income tax returns. + Support and oversee the preparation and implementation of tax filings of trusts and estates. + Prepare and implement debits on individual and trust accounts for tax payments, including tax filings, tax estimates and tax extensions. Prepare and file all related tax payments, including quarterly estimates, tax payments, and extension payments with the various taxing agencies + Monitoring appropriate federal, state and local tax regulations and obligations. + Preparing appropriate tax forms and instruments for filing with federal, state and local jurisdictions. + Working with business units to keep them informed about tax implications of their operation. + Helping junior staff learn the appropriate regulations, filing procedures and internal communication needs. + Monitoring appropriate federal, state and local tax regulations and obligations. + Preparing appropriate tax forms and instruments for filing with federal, state and local jurisdictions. + Working with business units to keep them informed about tax implications of their operation. + Helping junior staff learn the appropriate regulations, filing procedures and internal communication needs **.** **Educational Requirements:** + University (Degree) Preferred **Work Experience:** + 5+ Years Required; 7+ Years Preferred **About US Tech Solutions:** US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit *********************** (********************************** . US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. Tax Process Advisor, Financial Services Office (Tax Technology & Transformation) (Manager) (Multiple Positions) (1638411), Ernst & Young U.S. LLP, Charlotte, NC Provide business tax services and tax technology services to help client financial services companies meet complex demands for direct tax reporting, compliance and planning. Assist with the production of leading practice tax software solutions, and support and automate internal and external operations of multinational tax departments. Monitor assigned tasks until completion, including documenting requirements, configuration, testing, debugging systems, documenting and implementing process change and monitoring overall project profitability for financial services clients in the Insurance, Banking Capital Markets and Wealth and Asset Management industries. Identify ways to automate manual tasks using existing and emerging technologies. Consolidate tax data to make analysis and planning more efficient. Improve reporting capabilities to enhance our clients' ability to evaluate risk and capitalize on opportunities. Manage and motivate teams of professionals with diverse skills and backgrounds. Consistently deliver quality client services by monitoring progress. Demonstrate in-depth technical capabilities and professional knowledge. Maintain long-term client relationships and networks. Cultivate business development opportunities. Full time employment, Monday - Friday, 40- 45 hours per week, 8:30 am - 5:30 pm. MINIMUM REQUIREMENTS: Must have a Bachelor's degree in Accounting, Tax, Business Administration, Finance, Computer Science, Information Systems, Engineering or a related field, and 5 years of progressive, post-baccalaureate work experience in tax process improvement. Alternatively, will accept a Master's degree in Accounting, Tax, Business Administration, Finance, Computer Science, Information Systems, Engineering or a related field, and 4 years of work experience in tax process improvement. Must have 4 years of experience in tax or finance process improvement, with at least 1 year of experience dealing with financial services industry. Must have 3 years of experience in business process analytics and/or product management for tax technology solutions including at least one of the following: ONESOURCE, Corptax, Sabrix, Vertex, MS SharePoint, PFI, and/or RPA software. Must have 2 years of experience in supervising teams consisting of at least 2 people on multiple projects and providing direction to team members. Must have 2 years of experience with managing custom applications including at least one of the following: Microsoft Power BI, Visual Studio, VBA/VSTO, MS SharePoint, MS SQL Server, Power Automate, Power App, and/or RPA software. Must meet one of the following criteria: CPA, JD, Six Sigma Green/Black Belt, Project Management Professional “PMP”, or Master's degree in Accounting, Tax, Business Administration, Finance, Computer Science, Information Systems or Engineering, or the ability to achieve one of these certifications within one year of hiring into the role. Requires domestic travel up to 50% in order to serve client needs. Employer will accept any suitable combination of education, training, or experience. Please apply on-line at ey.com/en_us/careers and click on "Careers - Job Search”, then “Search Jobs" (Job Number - 1638411). What we offer We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary for this job is $126,045.00 per year. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. • Continuous learning: You'll develop the mindset and skills to navigate whatever comes next. • Success as defined by you: We'll provide the tools and flexibility, so you can make a meaningful impact, your way. • Transformative leadership: We'll give you the insights, coaching and confidence to be the leader the world needs. • Diverse and inclusive culture: You'll be embraced for who you are and empowered to use your voice to help others find theirs. EY accepts applications for this position on an on-going basis. If you can demonstrate that you meet the criteria above, please contact us as soon as possible. The exceptional EY experience. It's yours to build. EY | Building a better working world EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate. Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today. For those living in California, please click here for additional information. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities, including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY's Talent Shared Services Team or email SSC Customer Support at **************************. This particular position at Ernst & Young in the United States requires the qualified candidate to be a "United States worker" as defined by the U.S. Department of Labor regulations at 20 CFR 656.3. You can review this definition at ****************************************************************************************** at the bottom of page 750. Please feel free to apply to other positions that do not require you to be a "U.S. worker".

At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career. The Tax Advisor, Wealth Management will be responsible for providing tax advisory and planning support for clients of BBH's Private Wealth Management group, directly or through external providers. The ideal candidate can be a trusted advisor who can partner with business owners, executives, and family offices to navigate complex tax structures and tax considerations to optimize. They will also provide valuable input to the development of tax planning strategies to various internal and external constituents. Responsibilities: Tax Management & Advisory * Review tax returns and provide potential planning opportunities for individuals and entities. * Research and analyze tax questions and stay informed regarding new or proposed changes in tax laws and regulations. * Identify and implement proactive tax planning strategies to minimize tax exposure and optimize after tax results. * Advise Trust Officers, Relationship Managers, attorneys, and accountants on tax matters which affect the management of accounts. * Partner with CFOs and family office professionals to integrate tax considerations into broader financial and cashflow planning. * Develop and review tax plans to minimize overall estate and income taxes, with support. * Analyze tax matters and drive appropriate business decisions by making recommendations and involving key business resources. * Review financial statements for individuals and entities like partnerships, corporations, and private foundations and provide feedback. * Collaborate with external tax advisors ensuring consistency between advisory strategies and compliance filings. Qualifications: * Bachelor's degree required * 6-8+ years relevant work experience * CPA, JD, or other advanced tax credential strongly preferred * Trust taxation experience strongly preferred * Effective communication skills and ability to meet with sophisticated high net worth individuals to articulate complex tax provisions and tax planning strategies * Strong technical tax knowledge and experience * Ability to utilize tax research software to perform tax research * Ability to work in team and manage multiple advisors * Ability to monitor, prioritize and coordinate workflow across multiple advisors * Experience with Microsoft Office products This role can be based in either our New York, Boston, Philadelphia, Chicago or Charlotte locations and will be a hybrid role, with a minimum of three days per week in office. Salary Range NYC: $110k - $150k base salary + annual bonus target Boston/Charlotte: $100k-$150k base + annual bonus target Chicago/Philadelphia: $100k-$140k base + annual bonus target BBH's compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck-providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being. We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn't followed a traditional path, includes alternative experiences, or doesn't meet every qualification or skill listed in the job description, please do go ahead and apply. About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us. We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development-so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice-creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often-pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours. Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

Compensation: $72,000 Job Overview - Sales Tax Accountant - 33969 Our client, a global organization and a leader in their industry, is seeking a Sales Tax Accountant to join its expanding tax department. This role will own multi-state sales and use tax compliance, support accurate reporting, and serve as a resource to both corporate and field operations. The position offers excellent visibility across departments, opportunities for professional development, and growth within a high-performing finance organization. Job Responsibilities * Prepare and file multi-state sales and use tax returns supported by detailed financial data analysis * Reconcile sales and use tax general ledger accounts and ensure accuracy of balances and documentation * Assist internal teams in resolving tax-related issues, variances, and compliance questions * Manage sales tax registrations, renewals, and permit cancellations across various jurisdictions * Maintain procedures, exemption certificates, and compliance documentation for accurate and efficient reporting * Monitor state and local tax regulation changes to ensure continued compliance and proactive risk management Requirements * Bachelor's degree in Accounting or Tax required * CPA or CMI preferred or in active pursuit * Multi-state sales and use tax compliance experience; background in foodservice or service-based industries a plus * Proficiency in Microsoft Excel; experience with SAP and tax tools such as Vertex or Alteryx preferred * Strong analytical, organizational, and problem-solving skills with the ability to manage large volumes of electronic data * Clear communication skills and ability to engage effectively with stakeholders at all levels * Self-motivated, detail-oriented, and comfortable working in a fast-paced, deadline-driven environment Additional Job Details Workplace Policy: #li-Hybrid Seniority Level: Associate LinkedIn Poster: #LI-AF1 About our Process * We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we'll consider you for future openings, and encourage you to apply for other Sherpa roles you're qualified for/interested in. * Non-Local Candidates: Please note that you are competing with local candidates who don't require relocation expenses and can start quickly, so let us know if you have plans to move to the area soon. * Candidates for all Sherpa opportunities must be authorized to work in the United States. * Sherpa is an Equal Opportunity Employer.

Forsyth County's Tax Administration is looking for a motivated individual for a Tax Assistant. Tax Assistants have the opportunity to provide excellent customer service to the citizens of Forsyth County. The Tax Assistant should be familiar with the N.C. General Statutes regarding the listing, valuation, and taxability of such property and how to process tax records within the tax software system. A Tax Assistant must be able to review and process information monthly resulting in the correct billing of motor vehicles within the state vehicle registration system. Tax Assistants should be able to display good judgment and defend personal property assessments, and process refunds when applicable. The employee should also be able to perform real property ownership transfers, maintain mailing addresses, and process other data related to real property records within the tax system. Cashiering/Cash handling experience is a plus. A Tax Assistant should be familiar with the laws governing tax relief and be able to answer general questions from citizens with minimal assistance. Distinguishing Features An ideal candidate should have the following knowledge, skills and abilities: Working knowledge of the various functions within the Tax Assessor's Office Working knowledge of appropriate office practices and procedures Ability to communicate effectively in person and by telephone Ability to operate modern office equipment Ability to deal with others tactfully and courteously over the telephone and in person Ability to gather and give information and instructions regarding departmental policies and procedures Ability to type with accuracy at the speed required by the particular position Ability to maintain effective working relationships with other employees Ability to record and review information Minimum Education and Experience Graduation from high school or GED plus two years of experience in clerical work, preferably involving public contact. An equivalent combination of education and experience may be considered for minimum qualification requirements. A valid Drivers License is required. Essential Duties and Responsibilities Essential duties include but are not limited to: Reviews various documents, forms and printouts for accuracy and completeness. Enters relevant information into a computer system; accesses information as needed. Files listing cards and other documents as required. Sketch codes residential property record cards. Edits new property record cards for changes; checks for accuracy. Prepares and processes tax listing forms for billing purposes. Posts pertinent information to various records, using reference manuals, and established guidelines and procedures. Greets and responds to inquiries from the general public regarding real estate records, tax listing, tax values; refers questions to appropriate staff on specialized areas. Performs related work as required.

Who We Are Essity is a global leader in health and hygiene with our corporate headquarters in Stockholm, Sweden, and North American headquarters in Philadelphia, PA. We are a multi-billion-dollar company that is committed to breaking barriers to well-being. Essity does this through innovative brands in the areas of Professional Hygiene, Consumer Goods, and Health & Medical Solutions. Working at Essity is not just a career; it is a chance to directly make the world a healthier, more hygienic and safer place. With impactful innovations coupled with sustainable solutions, we strive to reach more people every year with the necessary and essential solutions for well-being. At Essity you will find a caring and compassionate culture where we remain grounded in our beliefs & behaviors. About the Role Essity North America is looking for an experienced Tax Specialist who can execute a variety of tax activities to ensure that the organization's financial resources are managed in accordance with tax principles and comply with all relevant regulations, laws, and standards and ensure that tax activities are completed accurately and on time. The ideal candidate should live in Philadelphia. We're looking for people who embody our values, aren't afraid to challenge, innovate, experiment, and move at a fast pace. We're always looking for ways to improve our products and ourselves. If this is you, we'd love to talk. What You Will Do As a Tax Specialist for US and Canada you will ensure compliance with tax laws and regulations and contribute to our goal of maintaining financial accuracy and value adding services to our business. You will be part of a team responsible for all tax-related functions, including filing tax returns, advising the leadership team and managing tax audits. * Proficient in tax accounting and knowledge of quarterly close processes utilizing technology in the preparation of the quarter and annual tax provision and working with external auditors. * Preparing and submitting local, state and federal tax returns and other direct or indirect tax related business filings in US and Canada. * Analyzing complex transactions to ensure appropriate tax treatment. * Coordinate and deliver information when tax audits, inquiries and notices from tax authorities. * Performing technical tax research and stay updated with changes in tax laws and regulations in US & Canada and proactively identify potential risks or opportunities for the organization. * Preparation and understanding of local Transfer Pricing reports for US and Canada. * Maintain documentation and supporting records related to tax filings, provisions and other tax-related activities. Who You Are * A bachelor's degree in accounting or taxation, or a related field. * Professional qualification of Certified Public Accountant (CPA) preferred or/and Masters in Tax. * Minimum of 5 years of experience in tax, preferably in a corporate or public accounting environment. * Exceptional communication and interpersonal skills to effectively collaborate with internal and external stakeholders. * Excellent analytical and problem-solving skills with strong attention to detail. * Strong technology skills; advanced excel user and other data analytics tools, Alteryx, Power BI, etc. Experience working with SAP and experience working with tax software such as Longview, Vertex or similar is a plus. What We Can Offer You At Essity, we believe everyone's learning and professional development is unique and want to empower employees to reach their full potential in a winning culture motivated by a powerful purpose. Compensation and Benefits: Competitive annual salary + annual incentive bonus + benefits Pay offered may vary depending on multiple individualized factors such as knowledge, skills, and experience. Along with competitive pay you will be eligible for the following benefits: * United Healthcare PPO / EyeMed Vision Insurance / Delta Dental Insurance * Wellness program provided through Rally * Healthcare and Dependent Care Flexible Spending Accounts (FSA) * 401(k) with employer match and annual employer base contribution * Company paid Basic Life, AD&D, short-term and long-term disability insurance * Employee Assistance Program * PTO offering with Paid Holidays Additional Information The Company is committed to equal employment opportunity and providing reasonable accommodations to qualified candidates and employees pursuant to applicable law. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, military and veteran status, gender identity or expression, genetic information, or any other characteristic protected by federal, state, or local law. If you require reasonable accommodation as part of the application process please contact ******************************* Together, we are improving lives, every day Working at Essity is not just a career; it is a chance to directly make the world a healthier, more hygienic and safer place. With impactful innovations coupled with sustainable solutions, we strive to reach more people every year with the necessary and essential solutions for well-being. Application End Date: Job Requisition ID: Essity251903

The responsibilities of the Indirect Tax Specialist -- Research, Analysis and Support role will include the ability to review and manage multi-state monthly and quarterly sales tax returns, prepare use tax monthly computations and review drinks tax returns computations across all Westrock related entities Job Duties: Review and manage multi-state monthly and quarterly sales and use tax returns Prepare the Use Tax Calculations across all companies Prepare Support for the outside preparer of the Company's multi-state personal property tax returns Maintain and Utilize Avalara Sales Tax Software, including Avalara Exemption Certificate Manager Respond to audit inquiries for sales and use tax as well as property tax audits Combine tax and technology knowledge to identify areas of improvement in the tax department to achieve greater efficiencies Monitor state nexus across all US companies Ability to Research Sales and Use and Other Tax Related Matters Perform other duties as assigned Hybrid schedule (remote at least 1 day per week) is available after onboarding/training period.

Description & Requirements As an intern at Forvis Mazars, you will gain valuable experience that may help you decide whether you want to start your career in audit or tax, or even whether public accounting is right for you. You will work on client engagements like those assigned to our entry-level associates, gaining exposure to a variety of industries, and testing out your technical know-how. You will work alongside our senior staff and management personnel, learning from their experience as you develop your skillset. Depending on local office needs, internships are available in assurance, tax, or a combination of the two and can be part-time or full-time. Generally, winter semester internships run from early-January through April 15th, and summer internships can typically run from early-June through mid-August. How you will contribute: * Work with client personnel to reconcile account differences and analyze financial data * Prepare individual, corporate, partnership, or other tax returns * Calculate tax extension or estimate payments * Participate in client meetings alongside Forvis Mazars partners and managers We are looking for people who have Forward Vision and: * Solid technical accounting knowledge * Effective time management * Strong oral and written communication skills * Strong computer skills preferred, including Microsoft Office suite * Ability to work well with a team as well as independently * Problem-solving attitude * Willingness to take initiative * Close attention to detail * Ability to work under pressure and against deadlines. * Intern candidates must be working toward an accounting degree and CPA licensure eligibility Applicants for positions with Forvis Mazars must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position.

Job Description THROUGH APRIL 30, 2025 The Tax Processor is an operations advocate plays a critical role in supporting tax professionals and wealth advisors with tasks focusing on data entry, document management, and research. This role will support tax preparation processes by ensuring accurate and timely handling of tax documents and related information, and will be responsible for assembling, reviewing, and processing tax returns. This role will support wealth advisors in electronic client communications and documentation preparation. This position requires attention to detail, organizational skills, and the ability to work collaboratively within a team environment. Key Responsibilities Data Entry & Client Information Updates: Input and update client information across multiple systems with a focus on accuracy and completeness. Document Review: Assist in reviewing financial and tax documents to ensure all information is complete and in compliance with firm policies and regulations before processing or filing. Document Management: Handle the organization, copying, scanning, and filing of client-related documents, ensuring they are stored securely and are easy to retrieve when needed. Assemble and prepare tax returns for delivery to clients. Organize and maintain electronic and physical documents. Ensure all client data and supporting documentation are complete and accurate before processing. Information Retrieval: Retrieve client information as requested by client-facing associates to assist with research or issue resolution. Quality Assurance: Perform checks to ensure compliance with SEC, IRS, and/or state guidelines. Cross-reference data from prior year returns to ensure consistency. Issue Research: Support the team by researching client issues or questions related to financial services, tax filings, or account management, and provide necessary information for resolution. Miscellaneous Administrative Tasks: Assist with various back-office tasks such as processing transactions, filing paperwork, distributing bulk client emails, and ensuring that all necessary operational duties are completed efficiently. Prepare engagement letters and other required forms for client signatures. Manage and track filing deadlines to ensure timely submission. Qualifications An associate's degree in accounting, business, or a related field is preferred. Prior experience in an accounting or tax preparation environment is preferred. Proficiency in tools, including Salesforce and CCH Axcess Tax desirable. Strong interpersonal and communication skills with the ability to effectively interact with clients and colleagues. Proven experience in document processing and administrative roles. Familiarity with tax documents and basic terminology. Excellent attention to detail and accuracy. Strong organizational and time management skills. Ability to manage multiple priorities in a deadline-driven environment. Proficiency in Microsoft Office suite (Word, Excel, Outlook) Strong problem-solving skills. Ability to multitask and prioritize tasks in a fast-paced environment. Strong technical aptitude to facilitate daily work and ability to quickly learn required software applications. Your Well-Being Matters In addition to being part of a purpose-driven culture, joining Avior comes with a comprehensive benefits package designed to support your overall well-being: 401k and 401k Matching: Plan for your future with our retirement savings options. Dental Insurance: Maintain your oral health with coverage for a range of dental services. Vision Insurance: Ensure clear sight on your path to success with our vision coverage. Health Insurance: Take care of your physical well-being with our health insurance offerings. Health Savings Account (HSA): Manage healthcare costs and save for the future with our HSA option. Flexible Spending Account (FSA): Set aside pre-tax dollars for certain dependent care and medical expenses. Life Insurance: Provide financial security for your loved ones with our life insurance benefits. Disability Insurance: Safeguard your financial future in the face of the unexpected. Employee Assistance Program (EAP): Access resources and support for personal and professional challenges. Unlimited Paid Time Off: We recognize the importance of work-life balance, and our unlimited PTO policy reflects our commitment to your overall happiness. Work Environment Full-time Monday - Friday 8:00 am - 4:30 pm In-office during peak seasons, and work from home flexibility one preset day per week during off seasons Overtime may be required during peak seasons

Liberty Tax Service Job Title: Tax Preparer Department/Business Unit: Managed Operations Reports to: Office Supervisor Status: Seasonal FLSA Status: Non-Exempt Tax Preparer role involves preparing accurate tax returns for individuals and small businesses, providing exceptional customer service, and staying current with tax regulations and laws. The Tax Preparer will play a critical role in helping clients achieve financial success and compliance. Responsibilities/Duties Tax Preparation: Prepare individual and small business tax returns accurately and efficiently. Review financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare tax returns. Ensure compliance with federal, state, and local tax regulations. Customer Service: Provide outstanding customer service by addressing client concerns and questions in a timely manner. Conduct client interviews to gather information about their tax situation. Explain tax return outcomes and provide tax planning advice. Compliance and Accuracy: Stay updated on current tax laws and regulations through ongoing education and training. Ensure all returns are prepared in compliance with relevant laws and regulations. Verify the accuracy of data entered into tax software. Documentation and Recordkeeping: Maintain organized and accurate records of all client interactions and tax returns. Ensure all required documents are filed correctly and securely. Keep up to date with client files and follow up on missing information. Training and Development: Participate in training sessions and continuing education to maintain professional credentials. Stay informed about changes in tax laws and software updates. Collaboration: Work closely with other tax professionals and office staff to ensure a seamless workflow. Assist in mentoring and training junior staff members as needed. Qualifications Strong knowledge of federal, state, and local tax laws and regulations. Proficiency in tax preparation software and Microsoft Office Suite. Excellent attention to detail and organizational skills. Strong analytical and problem-solving abilities. Superior communication skills, both verbal and written. Ability to work independently and manage multiple priorities. Education and Experience Associate's degree in accounting, finance, or a related field; or equivalent experience. Minimum of 1-3 years of experience in tax preparation. Physical Requirements Position requires working at a desk for periods of time. Some overtime and weekend work may be required, especially during tax season. Work Environment The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions. Employee Acknowledgement This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts or working conditions. While this list is intended to be an accurate reflection of the current job, Liberty Tax Service reserves the right to revise the functions and duties of the job or to request that additional or different tasks be performed. Liberty Tax Service is an equal opportunity employer.

Benefits: Bonus based on performance Competitive salary Employee discounts Flexible schedule Opportunity for advancement Signing bonus Training & development Seeking a job that fits around your life? Look no further! We provide flexible scheduling options, so you can balance work and personal commitments. Embrace the possibilities by adding this side gig or growing a new career at Jackson Hewitt and apply today! If you join our team as a Seasonal Entry Level Tax Preparer, you'll conduct one-on-one tax interviews with clients, start to develop your book of business, and provide exceptional customer service. You will also have the opportunity to expand your skill set with professional development and continual training. No matter your work background or experience level, we welcome you to apply! ** $150 Sign-On Bonus for new employees! Terms apply ** What you need: Passion for providing extraordinary customer service Excellent communication and interpersonal skills Ability to thrive in a fast-paced work environment Basic computer skills Willingness to learn Additional Perks: Full-time and part-time positions are available Flexible Schedule Options - Work that works for you! Work Lotto (Win money for logged shifts) Low-cost benefits (healthcare, dental & vision) Teladoc (Unlimited Teladoc sessions for you and your whole household for $18 per month) Free identity theft protection Corporate discount program Referral bonus opportunities are available for referring qualified candidates Free continuing tax education Enrolled Agent materials and testing reimbursement Opportunities for advancement within the organization Employee referral program & sign-on bonus for new Tax Preparers (terms apply) Medical & Prescription benefit option (eligible to participate after working 1,560 hours annually) 401k with Company Match (eligible to participate after working the first 1,000 hours) If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today! Working at Jackson Hewitt Jackson Hewitt is a national brand with local heart. After 40+ years and our name on over 65 million returns, we're not only committed to providing a better tax experience for the hardest-working Americans, but we also strive to change the lives in our communities for the better, too. We offer a full suite of tax preparation services and guidance. Join us. Taxes are fun (really!) At Jackson Hewitt, we're proud to offer tax training to beginners and continuing education courses for more seasoned Tax Pros. We offer on-the-job mentorships too, and we're always championing your professional success and personal goals. Enjoy a flexible schedule and work that works around you for a change. Plus, start earning extra income and learning a recession-proof life skill now. PTIN Certification: Yes Thank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). The Company is an equal employment opportunity employer and does not tolerate discrimination against or harassment of any applicant or employee on the basis of race, color, sex, religion, national origin, age, disability, or any other status protected by applicable federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. CANDIDATE ACKNOWLEDGEMENT: Tax Preparer Applicants: I understand, as a condition of employment, I must be able to obtain a Preparer Tax Identification Number (PTIN) and the IRS will conduct their own background investigation. I certify that all answers given in connection with my application(s) for employment with Jackson Hewitt Inc. and/or its wholly owned subsidiary Tax Services of America, Inc. (collectively, the “Company”) are true and complete to the best of my knowledge. I understand that a false statement, false answer, misrepresentation or omission may result in a decision not to hire me, the withdrawal of an offer of employment, or the termination of my employment with the Company, regardless of when the false or misleading information or omission is discovered. I understand that the completion of this application is a preliminary step to employment. It does not obligate the Company to offer employment to me, or for me to accept employment. This application is considered active for a period of time not to exceed (30) days. I understand that a Company representative may contact me during the application process. By providing my phone number, I consent to receive automated telephone calls and/or text messages from Jackson Hewitt and its agents regarding Jackson Hewitt employment opportunities. Message and data rates may apply. Text STOP to opt-out. By submitting an application, I certify, agree, and confirm my review and understanding, as set forth in the “Candidate Acknowledgment” set forth on the job posting.

The Senior Associate, STS SALT ITA (Indirect Tax Automation) assists clients by providing advice and services related to the implementation of indirect tax software solutions. The ITA Senior applies her/his business experience and tax technical knowledge to address the client's business objectives related to automation and any associated tax implications. The ITA Senior is responsible for identifying different methods of complying with tax regulations and recommending a course of action that meets the identified business objectives. Additional responsibilities include applying knowledge to understand potential tax issues and how to automate these needs, evaluate and select alternative solutions to lessen tax burden and cost of compliance, recognize and communicate potential risks, identify potential changes in the tax policy and apply new policies and solutions to tax compliance. This role also serves as primary contact for our clients, as needed, including but not limited to preparing and delivering presentations to clients and potential clients. Job Duties: Solution Research: * Identifies when research is needed to resolve solution issues; frames issues to be researched; analyzes facts; adequately tests the proposed solution; and reports the results * Demonstrates an in-depth level of understanding of various support documentation and resources available * Applies firm and professional standards for preparation of supporting research * Develops and maintains relationships with various indirect tax software vendors; understands how to access and leverage software vendor resources Solution Consulting: * Consults on client business requirements for implementing U.S. sales and use tax processes, International VAT processes, and system solutions * Develops, recommends, and implements methods to maximize client benefits through automated solutions, especially by decreasing clients' current and future tax management processes and tax burden * Considers the applicability of all state tax consulting sub-specialties for each client, conferring with other STS consultants, when appropriate * Involves other state tax sub-specialty subject matter experts, when appropriate * Applies workplans for automated tax solution projects performed for clients * Develops consultative selling skills * Assists in managing client expectations * Communicates with clients to gather information when applicable * Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements Solution Implementation: * Provides client-facing service to our customers relative to their indirect tax automation needs, including transactional business requirements analysis, tax function optimization, and tax systems implementation * Communicates on indirect tax matters with client cross-functional teams such as tax, information technology, procurement, order management/billing, and other related teams * Leads testing, troubleshooting and error resolution relative to ERP and tax system solutions * Prepares and leads tax technology training sessions aimed at internal and external teams * Provides hyper-care as needed by our clients during normal and off-hours * Provides support for marketing and business development (e.g. assist in preparation of customer proposals) * Assists with engagement administration and client billings * Manages implementation services efficiently Strategy Development: * Introduces and develops new or improved ideas to advance the position of clients, the firm, or firm personnel by reducing taxes or expenses or providing non-tax benefits. * Reviews tax solution implications and offers client alternative courses of action * Assists with research of potential tax solution strategies as well as implementation * Understands documentation associated with tax solution strategies * Identifies and leverages lessons learned on prior projects and offers input on how to improve * Suggests marketing approaches for new ideas * Discusses simple tax solution strategies with client * Builds client relationships, marketing, networking and business development * Economically and productively manages projects including billing and accounts receivable responsibilities * Involves and works with firm specialists when client and proposal work relate to areas in which the firm has specialists * Organizes and conducts internal CPE training sessions in area of specialization Other duties as required Supervisory Responsibilities: * Supervises work assignments of STS SALT ITA Associates, as appropriate * Provides periodic performance feedback to and participates in the annual performance evaluation for STS SALT ITA Associates, as appropriate * Acts as a mentor to and assists in the professional development of STS SALT Associates, as appropriate Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's degree, required * Master's degree in Accounting/Taxation or CS/MIS, preferred Experience: * The ideal candidate will have a mix of software automation and tax technical experience, as addressed below (note that certain items are required) Software Automation Experience: * Two (2) or more years of state and local/multistate experience implementing indirect tax software solutions such as Vertex (Series L, Q and/or O), Vertex Returns, Onesource Indirect Tax Determination, AvaTax, SOVOS (formerly Taxware), required * Two (2) years of experience with ERP systems such as Microsoft, Oracle, PeopleSoft, or SAP relative to the indirect tax function, preferred * Experience with development languages such as Visual Basic, C#, Java, and SQL, preferred Tax Technical Experience: * Three (3) or more years of experience with state and local indirect taxes, preferred * Experience with the preparation and filing of indirect tax refund claims, and defending the claims in front of state and local tax authorities, preferred * Experience with state and local tax audit defense services, including meeting and presenting to state and local tax authorities, preferred * Experience analyzing and applying research related to state and local tax laws and regulations, including applying rules and regulations to client fact patterns, analyzing facts and circumstances, and preparing and communicating SALT advice on specific tax research topic, preferred * Knowledge and practical experience related to state and local tax nexus rules, preferred * Knowledge and practical experience related to state and local tax registrations, preferred License/Certifications: * Tax software vendor certified (or plans to become certified within one year) or other acceptable qualifications such as CMI, CPA, etc., preferred Software: * Proficient in MS Office applications such as Microsoft Excel, Access, PowerPoint, and Visio, preferred Other Knowledge, Skills & Abilities: * Excellent verbal and written communication skills * Strong analytical and research skills * Solid organizational skills * Ability to meet project deadlines with a focus on details * Ability to successfully multi-task while working independently or within a group environment * Ability to provide support to the project management function * Ability to travel from time to time for project work * Capable of building and maintaining strong relationships with internal and client personnel * Excellent people development and delegation skills * Ability to encourage a team environment on engagements * Executive presence and ability to act as primary contact on assigned engagements * Basic understanding of tax compliance * Good understanding of key indirect tax processes and data drivers across multiple industry segments such as energy, healthcare, retail, hospitality, manufacturing, etc. * Understanding of indirect tax compliance procedures, including managing data used for monthly/quarterly/annual compliance and required filing of indirect tax returns * Working knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services * Working knowledge of sources of relevant information utilized in designing automated solutions * Working knowledge and understanding of cause and effect for taxable conditions on clients and the potential tax issues * Possesses excellent decision-making skills * Ability to successfully interact with professionals at all levels * Ability to create functional/technical documentation in support of automated solutions Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $70,000 - $125,000 Maryland Range: $70,000 - $125,000 NYC/Long Island/Westchester Range: $70,000 - $125,000

The responsibilities of the Indirect Tax Specialist -- Research, Analysis and Support role will include the ability to review and manage multi-state monthly and quarterly sales tax returns, prepare use tax monthly computations and review drinks tax returns computations across all Westrock related entities Job Duties: * Review and manage multi-state monthly and quarterly sales and use tax returns * Prepare the Use Tax Calculations across all companies * Prepare Support for the outside preparer of the Company's multi-state personal property tax returns * Maintain and Utilize Avalara Sales Tax Software, including Avalara Exemption Certificate Manager * Respond to audit inquiries for sales and use tax as well as property tax audits * Combine tax and technology knowledge to identify areas of improvement in the tax department to achieve greater efficiencies * Monitor state nexus across all US companies * Ability to Research Sales and Use and Other Tax Related Matters * Perform other duties as assigned Hybrid schedule (remote at least 1 day per week) is available after onboarding/training period. Qualifications: * Bachelor or Associate Degree in Accounting or Related Field of Study * Four or more years of relevant tax experience; or equivalent combination of education and experience * Thorough understanding of sales and use tax compliance in multiple jurisdictions * Strong verbal and written communication skills to interact with employees and customers regarding tax matters * Tax Research and Analysis Experience with a proven record of drafting memos * Sales and Use Tax Audit Experience * Experience with Avalara sales tax software a plus * Manufacturing experience is a plus * Proficiency in Microsoft Excel and Microsoft Word, Experience with General Ledger Systems (JD Edwards Enterprise One or Oracle NetSuite, a plus) * Ability to work in a team environment * Ability to work in a fast-paced environment in order to meet deadlines * Strong analytical skills and attention to detail * Excellent time management skills, ability to prioritize and manage multiple projects Equal Opportunity Employer / Vets / Disabled

Job Description THIS POSTING IS FOR A FULL-TIME POSITION The Tax Processor is an operations advocate plays a critical role in supporting tax professionals and wealth advisors with tasks focusing on data entry, document management, and research. This role will support tax preparation processes by ensuring accurate and timely handling of tax documents and related information, and will be responsible for assembling, reviewing, and processing tax returns. This role will support wealth advisors in electronic client communications and documentation preparation. This position requires attention to detail, organizational skills, and the ability to work collaboratively within a team environment. Key Responsibilities Data Entry & Client Information Updates: Input and update client information across multiple systems with a focus on accuracy and completeness. Document Review: Assist in reviewing financial and tax documents to ensure all information is complete and in compliance with firm policies and regulations before processing or filing. Document Management: Handle the organization, copying, scanning, and filing of client-related documents, ensuring they are stored securely and are easy to retrieve when needed. Assemble and prepare tax returns for delivery to clients. Organize and maintain electronic and physical documents. Ensure all client data and supporting documentation are complete and accurate before processing. Information Retrieval: Retrieve client information as requested by client-facing associates to assist with research or issue resolution. Quality Assurance: Perform checks to ensure compliance with SEC, IRS, and/or state guidelines. Cross-reference data from prior year returns to ensure consistency. Issue Research: Support the team by researching client issues or questions related to financial services, tax filings, or account management, and provide necessary information for resolution. Miscellaneous Administrative Tasks: Assist with various back-office tasks such as processing transactions, filing paperwork, distributing bulk client emails, and ensuring that all necessary operational duties are completed efficiently. Prepare engagement letters and other required forms for client signatures. Manage and track filing deadlines to ensure timely submission. Qualifications An associate's degree in accounting, business, or a related field is preferred. Prior experience in an accounting or tax preparation environment is preferred. Proficiency in tools, including Salesforce and CCH Axcess Tax desirable. Strong interpersonal and communication skills with the ability to effectively interact with clients and colleagues. Proven experience in document processing and administrative roles. Familiarity with tax documents and basic terminology. Excellent attention to detail and accuracy. Strong organizational and time management skills. Ability to manage multiple priorities in a deadline-driven environment. Proficiency in Microsoft Office suite (Word, Excel, Outlook) Strong problem-solving skills. Ability to multitask and prioritize tasks in a fast-paced environment. Strong technical aptitude to facilitate daily work and ability to quickly learn required software applications. Your Well-Being Matters In addition to being part of a purpose-driven culture, joining Avior comes with a comprehensive benefits package designed to support your overall well-being: 401k and 401k Matching: Plan for your future with our retirement savings options. Dental Insurance: Maintain your oral health with coverage for a range of dental services. Vision Insurance: Ensure clear sight on your path to success with our vision coverage. Health Insurance: Take care of your physical well-being with our health insurance offerings. Health Savings Account (HSA): Manage healthcare costs and save for the future with our HSA option. Flexible Spending Account (FSA): Set aside pre-tax dollars for certain dependent care and medical expenses. Life Insurance: Provide financial security for your loved ones with our life insurance benefits. Disability Insurance: Safeguard your financial future in the face of the unexpected. Employee Assistance Program (EAP): Access resources and support for personal and professional challenges. Unlimited Paid Time Off: We recognize the importance of work-life balance, and our unlimited PTO policy reflects our commitment to your overall happiness. Work Environment Full-time Monday - Friday 8:00 am - 4:30 pm In-office during peak seasons, and work from home flexibility one preset day per week during off seasons Overtime may be required during peak seasons