Overview
BTVK Advisory is a leading advisory firm whose specialized professionals guide clients through an ever-changing business world, helping them win now and anticipate tomorrow. BTVK Advisory, and its affiliated entities, have operations in North America, South America, Europe, Asia, and Australia. BTVK Advisory’s ultimate parent entity, Baker Tilly US, LLP, is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
To be added to all ET through Experienced requisitions Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Responsibilities
- Obtain, review and reconcile client data to prepare sales and use tax returns. Communicate and resolve any data related issues with client
- Send monthly sales tax return drafts and liability worksheets to clients for approval
- Directly work with clients to solve their various sales and use tax compliance related matters
- Prepare prior period returns using Vertex Indirect Tax Returns software (VITR)
- Assist with multi-state sales and use tax registration projects
- Assist with data entry for new client onboarding process including data mapping and testing
- Regularly update sales tax compliance related progress in compliance tracker for assigned clients
- Routinely and proactively upload the filed sales tax returns and other pertinent information in CCH ProSystem PFX portal for timely sign offs
- Assist with sales and use tax compliance system configuration projects in various sales tax compliance platforms, as requested by the sales tax compliance leadership team
- Assist on sales tax consulting related projects such as Voluntary Disclosure Agreements or sales tax audit support projects as requested by the sales tax compliance management team
- Identify opportunities for continuous improvement and contribute towards implementing them
Qualifications
- Bachelor's or Master’s degree in Commerce or Finance or similar required
- CPA (US) or CA (ICAI) preferred. If not a CPA (US) or CA (ICAI), must meet educational requirements to obtain the same upon hire in state of employment
- Minimum of 1 year of tax compliance and/or supervision experience preferred; public accounting experience preferred
- Previous experience in performing tax research and technical tax return review preferred
- Previous experience working with Vertex cloud-based sales and use tax preparation software solutions strongly preferred
- Previous experience working with sales and use tax preparation software solutions of other vendors (e.g., Avalara, TaxJar, OneSource, or similar vendors) preferred
- Excellent verbal and written communication skills
- Must be a highly motivated self-starter and have experience supervising multiple client engagements simultaneously in a fast-paced environment with strict deadlines
- Ability to work effectively both as part of a team and independently
- Ability to structure and prioritize the assigned tasks, provide accurate estimation of time & effort, and clearly communicate status of tasks to stakeholders
- Proven record of being a fast learner
- Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)
- Ability to travel as needed, not expected to be greater than approximately 10%