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Sales & Marketing
CDW Hiring for Sales Tax Ops Specialist I Job at Remote Full Time
The Sales Tax Operations Specialist I provides customer service to internal departments and external customers of CDW relating to sales and use tax matters. The Sales Tax Operations Specialist I is primarily responsible for reviewing and validating customer tax exemption certificates in accordance with company policies and jurisdictional requirements. The Specialist creates and updates tax exempt status in CDW’s core IBM iSeries system.
Key Areas of Responsibility
- Analyze resale and exemption certificates for accuracy, credibility, applicability and completeness and update customer account or order accordingly.
- Process tax exemption requests within a specified time frame.
- Educate internal departments as to the proper documentation required to meet tax exempt status requirements.
- Accurately calculate, document, and authorize tax credits for sales taxes.
- Maintain effective, responsive, and courteous communication with all customers.
Other Responsibilities
- Respond to questions from external customers about exemption certificates and tax billing issues.
- Resolve tax related credit disputes prompted by customer non-payment of sales tax resulting from incomplete or inaccurate exemption certificates.
- Learn in-depth state and local rules and regulations to better interpret tax certificates.
- Demonstrate an understanding of tax exemption requirements for various levels of sales taxes and customer exemption types.
- Participate in research projects pertaining to exemption certificate requirements.
Education and/or Experience Qualifications
- Bachelor’s Degree in Business, Finance or Accounting and 1 year of corporate tax, credit, AR or customer service experience OR
- High School Diploma and 2 years of corporate tax, credit, AR or customer service experience.
Required Qualifications
- Excellent verbal and written communication skills.
- Experience with Microsoft Outlook, Word, and Excel.
- Problem solving and research skills.
- Organized, methodical, and a strong attention to detail.
- Comfortable working in a dynamic and fast paced business environment.
- Understanding of Accounting, AR/Credit or Customer Service procedures.
Preferred Qualifications
- RIA or CCH tax research experience.
- IBM iSeries or PeopleSoft experience.
- Vertex tax software experience.
- Experience in the technology industry.
- Sales and use tax experience.
COVID-19 Update:
CDW is committed to maintaining a workplace that is free of known hazards and to ensuring the safety, health, and well-being of coworkers and candidates for employment and their families, as well as the community.
CDW requires all coworkers be fully vaccinated against COVID-19, with the only exceptions being a documented, legally required medical or religious accommodation. Prior to starting with CDW, successful candidates will be required to: (i) be fully vaccinated against COVID-19 and provide CDW with proof of full vaccination; or (ii) apply for and receive a medical or religious-based accommodation to be exempt from the mandatory vaccination policy.