Analyze existing customer’s accounts to ensure Sales and Use Tax documentation is in compliance with federal and state specific laws and legal regulations. Identify discrepancies and correspond with customers to ensure updated Sales and Use Tax documentation is received in a timely matter.
Reasonable Accommodations Statement
To perform this job successfully, an individual must be able to perform each essential function and basic duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions and basic duties.
Essential Functions Statement(s)
Audit Sales and Use Tax documentation for all active customers to ensure documentation is in compliance with strict federal and state laws and regulations.
Monitor active accounts to ensure Sales and Use Tax documents are received and documentation is valid.
Inform existing customers of the application requirements, processes and procedures for purchasing product from Perfect 10 and provide explanation of required account documents including valid Sales and Use Tax documentation.
Send state specific Sales and Use Tax forms to customers via e-mail, fax or mail. Maintain weekly correspondence via telephone and e-mail to aid in the account compliance procedures by utilizing various tracking spreadsheets.
Advise dealers of necessary actions and strategies for resolving their account issue. Follow up with each account discrepancy from the beginning; research until an account resolution is made.
Review incoming forms for accuracy and enter data in various specific databases to make adjustments in the customer’s account.
Scan each document, rename and store the electronic file, and attach the electronic file to the customer account. Maintain documents in the departmental electronic database.
Serve as a backup receptionist performing duties such as a nswering incoming calls and directing callers to the proper extension.
Assist in special projects as needed per management request.
Develop and maintain positive working relationships with other team members within the department and throughout the organization.
Perform miscellaneous clerical duties such as scanning documents, answering correspondence and creating basic spreadsheets.
Regular and prompt attendance at work is a primary function and requirement of this position.
Accountability – Accept responsibility and account for his/her actions.
Active Listening – Actively attend to, convey, and understand the comments and questions of others.
Communication, Oral – Communicate effectively with others using the spoken word.
Communication, Written – Communicate in writing clearly and concisely.
Customer Oriented – Take care of the customers’ needs while following company procedures.
Detail Oriented – Pay attention to the minute details of a project or task.
Ethical – Demonstrate conduct conforming to a set of values and accepted standards.
Honesty / Integrity – Be truthful and be seen as credible in the workplace.
Interpersonal – Get along well with a variety of personalities and individuals.
Organized – Being organized or following a systematic method of performing a task
Patience – Act calmly under stress and strain, and not being hasty or impetuous.
Problem Solving – Find a solution for or to deal proactively with work-related problems.
Reliability – The trait of being dependable and trustworthy.
Self Motivated – Internally inspired to perform a task to the best of ones ability using his or her own drive or initiative.
Tactful – Show consideration for and maintain good relations with others.
Time Management – Utilize the available time to organize and complete work within given deadlines.
Accuracy – Perform work accurately and thoroughly.
Business Acumen – Grasp and understand business concepts and issues.
Persistence – Complete tasks or continue in a course of action in spite of opposition or discouragement.
Research Skills – Design and conduct a systematic, objective, and critical investigation.
High School Graduate or General Education Degree (GED)
Two to four years related experience in an administrative role with analytical responsibilities .
Prior experience coordinating sales and use tax is helpful.
Computer literate in a Microsoft Windows environment.
Microsoft Excel – Intermediate level. Must have the ability to perform functions such as creating a spreadsheet, formatting a spreadsheet, using the formula bar to perform various functions, importing/exporting documents, and calculating numbers.
Microsoft Outlook – Intermediate level. Must have the ability to perform functions such as composing, sending, forwarding and replying to messages, attaching computerized files, utilizing calendar and task reminders, viewing several calendars, sharing calendars, creating and sending meeting requests, and creating contact lists.
Microsoft Word - Basic level. Must have the ability perform functions such as composing, editing, naming and saving documents, formatting text, and printing.
Internet Explorer or other web browsers - Basic level. Must have the ability to perform functions, such as navigating through websites via hyperlinks and searching websites using various search engines and boomerang searches.
Accurate 10-Key by touch, alphanumeric.
Accurate typing skills, approximately 30 words per minute.
General knowledge of how to use a calculator, scanner, copy machine, fax machine, printer, telephone and various standard office equipment.
Working experience using Microsoft Dynamics AX Software is a plus.
Certificates & Licenses
Primary language used to perform this job is English.
10 lbs or less
Handling / Fingering
Over 100 lbs
Reach Above Shoulder
12 lbs or less
Squat or Kneel
N (Not Applicable)
Activity is not applicable to this occupation.
Occupation requires this activity up to 33% of the time (0 - 2.5+ hrs/day)
Occupation requires this activity from 33% - 66% of the time (2.5 - 5.5+ hrs/day)
Occupation requires this activity more than 66% of the time (5.5+ hrs/day)
Other Physical Requirements
- Inside, air conditioned and heated office environment with cubical work areas.
- Occasionally exposed to moderate noise levels as the work areas are arranged in a cubical environment with several surrounding co-workers speaking to customers.
Perfect 10 - 11 months ago