Customer Service Representative

*Job Title – Client Service Representative*

Duties: 

• Review, evaluate, process, and file tax exemption certificates and code customer accounts/orders appropriately.  
• Review, process, and release orders placed on tax hold.  
• Review purchase orders requiring tax examination to code and process respective orders and/or accounts.  
• Perform post-invoice tax adjustments to credit/debit customer accounts.  
• Process incoming tax-related correspondence including certificates, refund requests, tax discrepancies, etc.  
• Process GL entries.  
• Serve as a backup to reconcile GL sales and use tax accounts.  
• Serve as a backup to prepare spreadsheets to organize data for tax return review.  
• Generate and review statements identifying unpaid tax balances and mail them to customers. 

Qualifications: 

• Bachelor’s Degree in Accounting or equivalent work experience recommended. Experience with sales and use tax is highly preferred.  
• • 2-4 years' experience preparing and filing tax returns recommended.  
• 1-3 years of customer service experience preferred.  
• Knowledge of sales and use tax regulations is recommended. 
• Multi-state return preparation is recommended.  
• Working knowledge of tax accounting software preferred.  
• Strong written and verbal communication skills 
• Ability to multitask and work collaboratively