The Finance Admin Assistant is dedicated to keeping Intelligent Technical Solutions compliant and ensuring finance administration runs smoothly. This position is key in supporting multi-state sales tax, commission processing, accounts payable, business licenses, entity filings, insurance, and lease records. Because the work is compliance-based, this role requires accuracy in every filing, payment, and record, while new sales tax nexus obligations call for careful, independent research. The ideal candidate is a highly motivated, detail-oriented self-starter who takes initiative, holds themselves to a high standard, and is always looking for a better way to get the work done.
Job Responsibilities
- Prepare, file and pay sales tax returns across multiple states and local jurisdictions (including IL, MI, NV, WA, AZ, FL, TX, CA and San Francisco) accurately and on time
- Research nexus, registration, rates and product taxability when the company reaches a new sales tax nexus, and set up tax codes for clients in ConnectWise
- Support use tax, B&O tax and personal property tax compliance, including assessments and payments
- Process monthly commissions for Client Success, Outside Sales, employees, third parties and channel partners, including QuoteWerks MRR/NRR conversions and paid invoice data pulls
- Support accounts payable processing in Sage Intacct, including bill entry, vendor setup and refunds
- Maintain business license and permit registrations and renewals, and prepare business filings and entity documentation through the CSC portal
- Track leases, utilities, insurance policies and certificate of insurance (COI) requests, and monitor renewal and 90-day notice deadlines
- Work the Finance Admin service board, triaging and resolving tickets within agreed turnaround times
- Keep trackers, the filing calendar and the Finance Admin Reference Guide accurate and up to date
- Find work without being assigned it, and suggest or build improvements to Finance Admin processes
Job Qualifications
- Bachelor's degree in Accounting, Finance or a related field preferred
- 1-2 year of accounting, tax or compliance experience required; US sales tax experience preferred
- Strong attention to detail and a high personal standard for accuracy, since the work is compliance based
- Strong research skills, with the ability to find, read and apply state tax rules and official guidance on your own
- Highly motivated self-starter who finds work without being told and looks for ways to improve processes
- Clear written and verbal English communication skills
- Reliable high-speed internet required
- Dual-monitor workstation preferred
Preferred Qualifications
- Experience with US multi-state sales tax filing or nexus research
- Background in a managed services provider (MSP) or IT services company
- Experience using AI tools to speed up research and documentation
- Sage Intacct
- US Based State and local tax department portals
- Microsoft 365, including advanced Excel
Job Requirements
- A home office set up that meets the following:
- Computer: A working computer with a minimum of 8GB RAM and one of the following:
- Windows 11 with an Intel i5 or i7 (8th generation or newer), or
- AMD Ryzen 5 or 7 (2000 series or newer), or
- macOS 12 or newer.
- Internet: Stable internet connection with at least 25 Mbps download and upload speeds.
- Audio Equipment: A quality headset with a noise-cancellation feature for meetings.
- Mobile Device: A smartphone capable of installing the Microsoft Authenticator app.
- Webcam: An HD webcam for video calls.
- 2nd Monitor
- UPS (Uninterruptible Power Supply) if using a desktop (Not needed if using a laptop)
- A very strong cultural fit the ITS way (Our core values will be discussed during the interview)
- Excellent command of the English language both spoken and written
- Able to work full time for 40 hrs. a week: 8:00 AM to 5:00 PM PST (Monday to Friday)
- Able to pass our online behavior and cognitive assessments.
- Preferably, at least two of the following certifications: CompTIA A+, CompTIA Network+, CompTIA Security+, 3cx Basic Certified Engineer.
- Able to provide NBI Clearance (for PH applicants).
Compensation
Pay rate starts at $4.19/hour and may vary by experience and location.
- Life Insurance
- Flexible Benefit Reimbursement (Dental/Vision/Mental Health/Wellness/Government Contributions)
- Paid Time Off (starts at 15 days per year)
- Maternity/Paternity Leave
- Paid US Holiday
- Night Shift Bonus
- Salary Advancement/Loan
- Health & Wellness Program
- Company-paid training and certification