Short-Term Tax Compliance Auditor

Gemaire Distributors; Western Visayas; Remote; PHP 3,461,000 - 5,192,000; Full time

Job summary

Gemaire Distributors is seeking a detail-oriented Tax Compliance Auditor for an eight-week, remote project. You will audit resale/exemption certificates, verify exemption status, and communicate certificate deficiencies to customers.

The role supports the Account Services Manager and uses Avalara CertCapture. The position requires strong attention to detail, excellent communication, and the ability to work independently within established templates and escalation procedures.

Qualifications

• Detail-oriented auditor with focus on tax compliance.
• Excellent written and verbal communication for customer interactions.
• Strong organizational skills to manage many accounts within a set timeframe.
• Ability to work independently using established templates and escalation procedures.
• Familiarity with Avalara certificate management systems.

Responsibilities

• Retrieve resale/exemption certificates and verify state-specific requirements.
• Validate taxpayer IDs and exemption status using state websites.
• Identify invalid, expired, or incomplete certificates and document findings.
• Notify customers of deficiencies and changes to taxable status using templates.
• Update ERP with notes on certificate status, lookups, and communications.
• Escalate complex issues to the Account Services Manager.
• Maintain confidentiality of tax records and ensure accuracy.

Skills

Attention to detail

Communication skills

Organizational skills

Independent work

Avalara CertCapture

Tools

Avalara CertCapture

Job description

Job Description: Short-Term Tax Compliance Auditor

(Customer Resale Certificates)

Position Summary

We are seeking a detail oriented, short-term Tax Compliance Auditor to support our sales tax exemption compliance efforts. This role is responsible for auditing vendor and customer tax records, verifying the validity of resale/exemption certificates, confirming taxpayer exemption status through state resources, and communicating directly with customers regarding certificate deficiencies. This is a project-based role expected to last approximately 8 weeks, with the possibility of extension based on business needs.

Key Responsibilities

• Retrieve resale/exemption certificates for assigned accounts from Avalara (CertCapture or equivalent exemption certificate management system).
• Review each certificate to ensure it meets the issuing state's specific requirements (correct form type, complete signatures, valid dates, correct taxpayer ID/EIN, accurate business description, and proper state-specific fields).
• Verify that certificates are fully and correctly completed; identify and document any missing, incomplete, expired, or non-compliant information.
• Look up and validate the customer's taxpayer ID/sales tax permit number on the applicable state Department of Revenue (or equivalent) website to confirm the account remains active and tax-exempt.
• Identify accounts where the certificate is invalid, expired, incomplete, or the taxpayer ID no longer shows as exempt/active.
• Utilize approved, standardized email templates to notify customers of certificate deficiencies and explain that their account will be (or has been) moved to taxable status until a valid, updated resale certificate is received.
• Contact customers by phone as a secondary or escalated outreach method when email communication does not result in a timely response, or when phone contact is otherwise required to resolve the issue.
• Maintain a professional, courteous, and clear tone in all customer communications (phone and email), accurately explaining the reason for the tax status change and the steps needed to resolve it.
• Update the ERP system with detailed, timestamped notes for every account reviewed, including: certificate status, verification results, taxpayer ID lookup results, communication attempts (phone/email), and the date/reason the account's tax status was changed (exempt to taxable).
• Track and organize all reviewed accounts to ensure no duplication of outreach and to provide status updates/reporting to management as needed.
• Escalate unresolved or complex certificate issues to the Account Services Manager as appropriate.
• Maintain confidentiality and accuracy of all customer and vendor tax records handled during the audit process.
• Strong attention to detail and ability to identify discrepancies or incomplete documentation.
• Comfortable navigating state government websites to verify taxpayer/permit information.
• Excellent written and verbal communication skills; comfortable making outbound customer calls.
• Strong organizational skills with the ability to manage a high volume of accounts within a set timeframe.
• Ability to work independently while following established templates, scripts, and escalation procedures.
• Employment Type: Short-Term / Temporary
• Duration: 8 weeks
• Schedule: Monday-Friday 8AM-5PM
• Location: Remote
• Reports To: Account Services Manager
• Access to Avalara certificate management system.
• Standardized email templates for customer notifications regarding certificate deficiencies.
• Access to company ERP system for account notes and tax status updates.
• List of state Department of Revenue/taxation websites for taxpayer ID verification.
• Training on internal audit checklist and escalation procedures.