Intelligent Technical Solutions

Job Description

Job Responsibilities

• Prepare, file and pay sales tax returns across multiple states and local jurisdictions (including IL, MI, NV, WA, AZ, FL, TX, CA and San Francisco) accurately and on time
• Research nexus, registration, rates and product taxability when the company reaches a new sales tax nexus, and set up tax codes for clients in ConnectWise
• Support use tax, B&O tax and personal property tax compliance, including assessments and payments
• Process monthly commissions for Client Success, Outside Sales, employees, third parties and channel partners, including QuoteWerks MRR/NRR conversions and paid invoice data pulls
• Support accounts payable processing in Sage Intacct, including bill entry, vendor setup and refunds
• Maintain business license and permit registrations and renewals, and prepare business filings and entity documentation through the CSC portal
• Track leases, utilities, insurance policies and certificate of insurance (COI) requests, and monitor renewal and 90-day notice deadlines
• Work the Finance Admin service board, triaging and resolving tickets within agreed turnaround times
• Keep trackers, the filing calendar and the Finance Admin Reference Guide accurate and up to date
• Find work without being assigned it, and suggest or build improvements to Finance Admin processes

Job Qualifications

• Bachelor's degree in Accounting, Finance or a related field preferred
• 1-2 year of accounting, tax or compliance experience required; US sales tax experience preferred
• Strong attention to detail and a high personal standard for accuracy, since the work is compliance based
• Strong research skills, with the ability to find, read and apply state tax rules and official guidance on your own
• Highly motivated self-starter who finds work without being told and looks for ways to improve processes
• Strong Excel skills (lookups, pivot tables, reconciliations)
• Clear written and verbal English communication skills
• Reliable high-speed internet required
• Dual-monitor workstation preferred

• Experience with US multi-state sales tax filing or nexus research
• Background in a managed services provider (MSP) or IT services company
• Experience using AI tools to speed up research and documentation

• Sage Intacct
• ConnectWise Manage
• QuoteWerks
• US Based State and local tax department portals
• Microsoft 365, including advanced Excel

Job Requirements

• A home office set up that meets the following:

• Computer: A working computer with a minimum of 8GB RAM and one of the following:
  • Windows 11 with an Intel i5 or i7 (8th generation or newer), or
  • AMD Ryzen 5 or 7 (2000 series or newer), or
  • macOS 12 or newer.
• Internet: Stable internet connection with at least 25 Mbps download and upload speeds.
• Audio Equipment: A quality headset with a noise-cancellation feature for meetings.
• Mobile Device: A smartphone capable of installing the Microsoft Authenticator app.
• Webcam: An HD webcam for video calls.
• 2nd Monitor 
• UPS (Uninterruptible Power Supply) if using a desktop (Not needed if using a laptop)

• A very strong cultural fit the ITS way (Our core values will be discussed during the interview) 
• Excellent command of the English language both spoken and written 
• Able to work full time 40 hours a week - 10:00AM to 7:00PM, Pacific Standard Time (PST) from Monday to Friday.
• Able to pass our online behavior and cognitive assessments. 
• Able to provide NBI Clearance (for PH applicants).

Compensation

Benefits

• Comprehensive Health Plans / HMO (Employee & Dependent/s)
• Life Insurance
• Flexible Benefit Reimbursement (Dental/Vision/Mental Health/Wellness/Government Contributions)
• Paid Time Off (starts at 15 days per year)
• Maternity/Paternity Leave
• Paid US Holiday
• Night Shift Bonus
• Salary Advancement/Loan
• Health & Wellness Program
• Company-paid training and certification