Sales Tax Accountant

Summary

The Sales Tax Accountant is responsible for managing and supporting the company’s tax compliance and advisory needs across U.S. and Canadian jurisdictions.  This role is the primary liason with the third party administrator used to calculate and apply sales tax within ERP system related to all revenue streams (technology products, software, and services). The Sales Tax Accountant partners closely with sales, billing, and operations to maintain compliance, minimize risk, and support scalable growth in a fast‑paced environment.

Essential Duties and Responsibilities

• Manages end-to-end indirect tax compliance for the company’s IT reseller operations, including U.S. sales and use tax, Canadian GST/HST/PST/QST, and other applicable transactional taxes.

• Reviews and oversees filing of accurate and timely indirect tax returns (monthly, quarterly, and annual) across multiple U.S. states and Canadian jurisdictions, leveraging third party administrator (Avalara).

• Maintains advanced knowledge of sales tax application for inventory items and services provided throughout the USA and Canada to ensure invoices to customers are generated with correct tax amounts.

• Maintains and updates tax application settings, ensuring correct taxability mappings for new products, services, and customer scenarios.

• Provides tax guidance to sales, procurement, legal, and billing teams to ensure correct tax treatment throughout the order-to-cash and procure-to-pay cycles.

• Completes monthly reconciliation of sales tax liabilities by state, payments, and prepayments on account.

• Acts as liaison with third party tax service on sales tax troubleshooting issues occurring within Microsoft Dynamics Application (ERP system) and Avalara Tax Software Application.

• Audits taxability of all new customers, new shipping addresses and leases, including managing customer provided tax exemption and direct-pay certificates.

• Collaborates with legal department to ensure current and  accurate state sales and use tax registrations.

• Processes electronic payments to all states requiring advance sales tax deposits on a weekly basis.  Maintains accounting records of all transactions and helps reconcile with general ledger accounts.

• Assists with indirect tax audits, inquiries, and information requests from tax authorities, including preparation of documentation and coordination with external advisors as needed.

• Demonstrates and actively promotes an understanding and commitment to the mission of Logicalis through performing behaviors consistent with the organization's values.

• Maintains a current working knowledge of applicable Federal, State, and Local laws and regulations as well as policies and procedures of Logicalis in order to ensure adherence in a manner that reflects honest, ethical and professional behaviors.

• Supports and conducts self in a manner consistent with customer service expectations.

• Apply a learning mindset and take ownership for own development

Supervisory Responsibilities    

This job has 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.

Education/Experience/Technical Requirements/Certifications   

Equivalent combination accepted.                                              

Education

• Bachelor’s degree in related field.

Experience / Technical Requirments

• 3-5 years in a related field.

• Strong experience in accounting related areas, with a concentration including sales tax processing, sales order processing, purchasing, and customer invoicing.

       Computer Skills                                                    

• Proficiency with Microsoft Office, particularly Excel

• Proficient with Avalara Software and reporting (other Sales Tax program experience will be considered)

• Microsoft Dynamics GP preferred

• Experience with SalesForce and ChangePoint a plu