Position: General Ledger/ Sales & Use Tax Accountant
Start Date: Mid May
Location: Santa Clara, CA
Salary: $90,000 - $120,000
Employment Type: Direct Hire
Work Schedule: 100% onsite (Monday - Friday, 8 - 5 PM)
Employment Type: Direct Hire
We are seeking a detail-oriented and experienced GL / Sales & Use Tax Accountant to join our client's finance team. This role is ideal for a tax and accounting professional with expertise in sales and use tax compliance, fixed asset management, financial reconciliations, journal entries, account reconciliation, month-end close and reporting.
Key Responsibilities
Oversee and manage sales and use tax filings across multiple states using Avalara, ensuring compliance with direct state reporting requirements.
Establish and maintain online tax accounts, communicate with tax authorities, and address related issues, including tax audits.
Monitor state tax nexus and ensure proper registration with relevant state, county, and municipal tax authorities as business operations expand.
Analyze sales tax applicability for invoices across various product and service categories, considering exemptions, resale status, and direct shipments.
Collaborate with Accounts Receivable, Customer Service, and clients to resolve invoicing tax discrepancies, including issuing credit and debit memos.
Maintain and update exemption certificates for customers across multiple jurisdictions.
Determine use tax obligations on company purchases and internally utilized inventory; provide vendors with appropriate exemption or resale certificates.
Perform monthly reconciliation of sales/use tax payable accounts, ensuring accurate allocations across different states.
Compare sales and tax figures with Avalara records, process adjustments, and approve tax payments.
Handle business license applications and renewals across state, county, and municipal entities.
Stay current with tax law changes, assess their impact on company tax policies, and provide guidance to internal teams.
Continuously review and enhance tax accounting procedures to improve efficiency and automation.
Utilize and develop complex spreadsheets for journal entries and reports related to bank reconciliations, prepaid amortization schedules, expense accruals, lease asset depreciation, and revenue/cost accruals.
Conduct regular reviews of invoices, journal entries, and accrual transactions to ensure accuracy.
Reconcile various General Ledger (GL) accounts, with a strong focus on bank account reconciliation.
Upload journal entries and process month-end closing activities using accounting software (e.g., Sage Accounting).
Generate financial reports for internal stakeholders, auditors, and parent company on a monthly, quarterly, and annual basis.
Establish asset profiles, determining category, useful life, and total capitalization cost, incorporating shipping and installation expenses where applicable.
Manage asset records within fixed asset management software (e.g., Sage Fixed Assets), including setup, transfers, and disposals.
Process month-end journal entries and reconciliations for fixed asset-related accounts, such as depreciation, lease assets, and construction-in-progress.
Conduct annual fixed asset audits remotely across multiple office and warehouse locations in coordination with IT and facilities teams.
Prepare asset-related reports on a monthly, quarterly, and yearly basis.
Qualifications and Skills
Bachelor's degree in Accounting, Finance, or a related discipline.
At least five years of relevant experience in tax accounting within a mid-to-large-sized organization (experience in the semiconductor or similar industry is a plus).
Strong knowledge of sales and use tax regulations, including experience with state tax audits.
Advanced proficiency in Excel, including pivot tables, VLOOKUP, XLOOKUP, SUMIFS, CONCATENATE, OFFSET, IF statements, and other complex formulas.
Familiarity with Avalara and/or ERP systems (Sage100 preferred but not required).
Excellent written and verbal communication skills, with a strong attention to detail.
Analytical mindset with problem-solving abilities and the capacity to make sound decisions.
Ability to manage multiple responsibilities efficiently while ensuring accuracy and compliance.
If you have a keen eye for detail and a passion for tax compliance and financial reporting, we encourage you to apply for this opportunity.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.