Tax Accountant

The Tax Accountant will focus on sales and use tax compliance for a banking client. This role ensures proper treatment of transactions, prepares returns, supports audits, and provides guidance to optimize tax processes using technology and best practices.

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  Provide sales tax treatment guidance in the Equipment Finance industry

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  Ensure documentation meets Tax Department standards

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  Support audits and internal compliance reviews

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  Review and validate sales tax exemption certificates

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  Recommend process improvements for sales and use tax compliance, including technology solutions

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  Prepare and file multi-state sales tax returns accurately

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  Reconcile tax-related general ledger accounts

• Bachelor’s degree in Accounting, Finance, or Business

• 4–6 years of experience in sales and use tax, preferably multi-state compliance

• Experience with monthly sales tax compliance and return filing

• Sales tax code interpretation and research expertise

• Experience with Vertex Indirect Tax or similar software highly desirable

• Proficient with Alteryx, Excel, and general ledger reconciliation

• Equipment finance and relational database experience (Access, Hyperion, Tableau, MicroStrategy) a plus