Sales & Use Tax
- Prepare sales & use tax returns and ensure accurate, timely state filings.
Personal Property Tax
- Prepare personal property tax returns for customer leases and Pattison ID and coordinate with relevant jurisdictions.
- Manage personal property tax assessments, including reviewing assessments, inputting data into tax software, reconciling values, and coordinating with taxing authorities.
- Handle the payment of tax bills, ensuring deadlines are met and proper documentation is maintained.
- Maintain accurate documentation and workpapers for all tax filings.
- Assist with tax notices, audits, and correspondence with tax authorities.
Tax Accounting & Reporting
- Perform month-end accounting functions related to tax, including reconciliations, journal entries, and data preparation for year-end reporting.
- Run monthly lease tax exposure reports and analyze results for accuracy and completeness.
Process Improvement & Administration
- Identify and recommend process improvements that streamline workflows and reduce overall workload.
- Research federal, state, and local tax issues.
- Offer advice on tax compliance requirements and tax-efficient decision-making.
Collaboration & Relationship Management
- Collaborate with finance, legal, sales and leasing departments.
- Build and maintain strong relationships while providing ongoing support.
- Maintain confidentiality and safeguard sensitive information.