Torchora
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Key Responsibilities and Required Skills for E-Tax Coordinator

💰 $55,000 - $85,000

FinanceAccountingTaxTechnology

🎯 Role Definition

As our E-Tax Coordinator, you will be the central pillar of our indirect tax compliance operations. You will take ownership of the entire electronic tax filing lifecycle, from data preparation and reconciliation to final submission and notice resolution. This is a critical, hands-on role where you will work extensively with leading tax software (like Vertex, Avalara, or Sovos) and ERP systems to ensure seamless data flow and unwavering accuracy. You'll collaborate with finance, IT, and business operations teams to troubleshoot issues, implement process improvements, and ensure our tax technology infrastructure supports our company's growth. If you are a detail-oriented professional with a passion for technology and a knack for navigating the complexities of tax compliance, this is your opportunity to make a significant impact on our finance organization.

📈 Career Progression

Typical Career Path

Entry Point From:

  • Tax Intern / Co-op
  • Junior Accountant or Staff Accountant
  • Accounts Payable/Receivable Specialist with tax exposure

Advancement To:

  • Senior Tax Analyst / Senior E-Tax Coordinator
  • Tax Technology Manager
  • Indirect Tax Manager

Lateral Moves:

  • Financial Systems Analyst
  • Compliance Analyst
  • Business Analyst

Core Responsibilities

Primary Functions

  • Manage and oversee the end-to-end electronic filing process for a high volume of multi-state and local sales, use, and property tax returns, ensuring timely, accurate, and complete submission ahead of statutory deadlines.
  • Perform detailed data extraction, manipulation, and reconciliation of tax-related data from various source systems (ERP, e-commerce platforms, billing systems) to ensure data integrity for tax return preparation.
  • Prepare and meticulously review complex indirect tax returns, including sales & use, gross receipts, and property tax, using specialized tax compliance software.
  • Act as the primary administrator for our tax calculation engine (e.g., Vertex, Avalara), including system configuration, rate updates, taxability rule maintenance, and exemption certificate management.
  • Investigate and resolve tax-related discrepancies between the general ledger, sub-ledgers, and tax software reports, preparing detailed journal entries for adjustments as required.
  • Serve as the main point of contact for state and local tax authorities, professionally managing and responding to all e-filing notices, inquiries, and audit requests in a timely manner.
  • Monitor and research changes in state and local tax laws, regulations, and e-filing requirements to ensure the company remains in full compliance across all jurisdictions.
  • Process and coordinate the timely payment of all tax liabilities through various electronic payment methods, ensuring accurate funding and documentation.
  • Maintain and update the company’s tax calendar to track all compliance deadlines, payments, and reporting obligations meticulously.
  • Assist in the monthly reconciliation of tax liability accounts, providing detailed analysis and supporting schedules for month-end close processes.
  • Validate and manage customer exemption certificates, ensuring they are accurately loaded into the tax system and properly applied to transactions.
  • Generate and analyze periodic reports on tax accruals, payments, and filing statuses for management review and strategic decision-making.
  • Participate in system testing for tax software updates, patches, and ERP integrations to identify potential impacts on tax calculation and reporting processes.
  • Develop and maintain comprehensive documentation for all tax processes, procedures, and system configurations to ensure consistency and facilitate knowledge sharing.
  • Support the integration of new business units or product lines into existing tax systems and processes, ensuring a smooth and compliant transition.

Secondary Functions

  • Support ad-hoc data requests and exploratory data analysis to assist with tax planning, audit defense, and forecasting.
  • Contribute to the organization's tax technology strategy and roadmap by identifying opportunities for automation and process improvement.
  • Collaborate with IT and business units to translate complex tax needs and compliance requirements into actionable engineering or system configuration tasks.
  • Participate in sprint planning and agile ceremonies within the finance and technology teams for projects impacting tax systems.
  • Provide training and support to junior staff and other departments on tax compliance procedures and software usage.
  • Assist with special projects related to tax process automation, system implementations, and compliance risk mitigation.

Required Skills & Competencies

Hard Skills (Technical)

  • Tax Software Proficiency: Hands-on experience with major tax compliance and calculation software such as Vertex, Avalara, Sovos, or OneSource Indirect Tax.
  • ERP System Experience: Strong working knowledge of large-scale ERP systems like SAP, Oracle, NetSuite, or Microsoft Dynamics, particularly the finance and order-to-cash modules.
  • Advanced Microsoft Excel: Mastery of Excel for data manipulation, including pivot tables, VLOOKUP/XLOOKUP, SUMIFs, index/match, and complex formula creation.
  • Tax Compliance Knowledge: Solid understanding of multi-state sales and use tax principles, taxability rules, and electronic filing procedures.
  • Data Reconciliation: Proven ability to reconcile large datasets from disparate sources and identify root causes of variances.
  • SQL/Querying Skills: Basic to intermediate ability to write SQL queries for data extraction and analysis is highly desirable.

Soft Skills

  • Exceptional Attention to Detail: A meticulous and precise approach to data and compliance, with a commitment to near-perfect accuracy.
  • Analytical & Problem-Solving Skills: The ability to logically dissect complex problems, troubleshoot data discrepancies, and develop effective solutions.
  • Time Management & Organization: Superior organizational skills with a proven capacity to manage multiple critical deadlines in a fast-paced environment.
  • Communication Skills: Clear and professional written and verbal communication skills for effective interaction with internal teams, management, and external tax authorities.
  • Proactive & Self-Motivated: A strong sense of ownership and the initiative to independently drive tasks to completion and identify areas for improvement.

Education & Experience

Educational Background

Minimum Education:

  • Bachelor's Degree from an accredited college or university.

Preferred Education:

  • Bachelor's or Master's Degree with a concentration in a relevant field.

Relevant Fields of Study:

  • Accounting
  • Finance
  • Business Administration
  • Management Information Systems (MIS)

Experience Requirements

Typical Experience Range:

  • 2-5 years of direct experience in a tax, accounting, or finance role with significant exposure to indirect tax compliance, tax technology, and electronic filing processes.

Preferred:

  • Experience within a large corporate tax department or a public accounting firm (Big 4 or national) is highly preferred. Direct, hands-on experience managing a high volume of multi-state sales and use tax returns is a strong plus.
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