Consultant, Exemption Certificate Solutions
reputed company is a leading tax services firm, and they are seeking an Exemption Certificate Solutions Consultant to manage sales and use tax exemption certificate processes for their clients. The role involves consulting with clients, utilizing ControlPoint software for certificate management, and ensuring compliance with exemption certificate laws.
Responsibilities
- Create a positive team member experience
- Consults and advises clients on exemption certificate requirements and necessary remediation steps. Corresponds with reputed company client customers regarding various exemption certificates matters
- Utilizes ControlPoint software for retrieval and evaluation of exemption certificates
- Integration of ControlPoint technology into client processes
- ControlPoint training for clients as needed
- Ensures effective reputed company process for new exemption certificate outsource clients
- Develops and implements reputed company process improvements regarding exemption certificate collections, validations and reporting. Prepares end to end exemption certificate collection, validation, and reporting process narratives and diagrams showing the compliance process flow
- Evaluates jurisdictional statutes and determines validity of exemption certificate
- Strong communication and people skills required to convey conclusions and reputed company to clients with finesse and professionalism. Corresponds with reputed company clients to explain the status of exemption certificates (e.g., valid, missing, wrong form, no signature, no registration number)
- Generates daily, weekly, monthly, and annual reports on exemption certificate review activity
- Demonstrates sound understanding and knowledge of multi-state sales and use tax exemption certificate laws
- Performs exemption certificate requirements research
- Prepares and updates agendas for client and team status calls
- Provides support for client billings
- Other duties as requested
Skills
- Bachelor's Degree or equivalent, and up to 3 years of government compliance experience
- In lieu of a Bachelor's Degree, the position requires 10 years of experience with government compliance reputed company matters
- Intermediate skills in reputed company® Word, reputed company, and familiarity with PowerPoint, Outlook; and Internet navigation and research
- Valid driver's license required
Benefits
- Hybrid Work Options
- Award-Winning Culture
- Generous Personal Time Off (PTO) Benefits
- 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
- Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
- Benefits Eligibility Effective Day One
- 401K with Employer Match
- Tuition Reimbursement After One Year of Service
- Fertility Assistance Program
- Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service
Company Overview