Accounting - Tax Specialist

SUMMARY

A tax specialist is responsible for supporting an organization's tax compliance efforts, which includes tax preparation,

filing, reconciliation, and reporting. They work closely with the finance and accounting teams to ensure accurate and

timely submission of tax returns while minimizing tax liabilities.

RESPONSIBILITIES BY COMPETENCY: (denotes an essential function of the position)*

Business Results Orientation

- Prepare and file various tax returns, such as excise tax, sales tax, property tax, and other applicable taxes,

ensuring accuracy and compliance with tax laws and regulations.

- Keep up-to-date with changes in tax laws and regulations to ensure the organization's compliance and to identify opportunities for tax savings.

- Conduct research on complex tax issues, interpret tax laws, rulings, and regulations, and provide guidance to the organization based on findings.

- Analyze financial data to assess the impact of taxes on the organization's financial performance.

- Reconcile associated tax general ledger accounts.

Communication

- Maintain accurate records of excise tax transactions, payments, and relevant documentation.

- Prepare and file regular excise tax reports and returns in a timely and accurate manner.

Developing Talent

- Excellent analytical and problem-solving skills.

Technical Expertise

- Attention to detail and accuracy.

- Proficiency in tax software and financial management systems.

SUPERVISORY RESPONSIBILITIES

No supervisory responsibilities.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

(denotes an essential qualification of the position)*

Education: *Required: Associate’s Degree in business, accounting or related field or equivalent work experience

Preferred: Bachelor's degree in accounting, finance, taxation, or a related field

Experience: Minimum 1 year experience in tax compliance, accounting or related field.

Language Skills: *Ability to read, write, speak, and understand English in a professional manner that is

sufficient for effective communication with groups of managers, clients, customers and the general public

Skills and Abilities: (May be representative but not all-inclusive of those commonly associated with the position)

Diversified duties involving an intensive knowledge of a specialty field and the use of a wide range of procedures. *Requires the use of judgment in the analysis of facts and circumstances surrounding individual problems and transactions and in the determination of actions to be taken within the limits of standard or accepted practice.

Technology, Tools,

And Equipment:Computer, Microsoft Office, Accounting Software, and *Copy Machine/Printer/Fax/Telephone

- Advanced Excel User

Certificates, Licenses

and/or Registrations: None required

PHYSICAL DEMANDS

The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Amount of Time

None

Under 1/3

1/3 To 2/3

Over 2/3

Amount of Time

None

Under 1/3

1/3 To 2/3

Over 2/3

See:

Must be able to read computer screen and reports.

X

Lifting

Stand/Walk:

Occasional visits to other locations in the building.

X

Up to 10 pounds:

X

Sit:

Must be able to perform work at desk, computer, filing, etc.

X

Up to 25 pounds

X

Touch/Grasp/Feel:

Must be able to input electronic data, manipulate paper, use phone system

X

Up to 50 pounds

X

Climb or balance:

X

Up to 100 pounds

X

Stoop, kneel or crawl:

X

Over 100 pounds

X

Talk or hear:

Must be able to communicate in person and on telephone system

X

Working conditions:

Office atmosphere

X

Disclaimer:

This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees may be required to follow other job-related instructions and to perform other job-related duties as requested, subject to all applicable state and federal laws. Wallis Companies reserves the right to make changes to job descriptions as needed with or without notice to affected employees. Certain job functions described herein may be subject to possible modification in accordance with applicable state and federal laws. This job description does not establish a contract for employment.