Accounts Receivable Specialist: Tax Certificates & Data Entry

Creative Financial Staffing, LLC; Lemont (IL); On-site; USD 38,000 - 52,000; Full time

Job summary

Creative Financial Staffing, LLC is seeking an Accounts Receivable Clerk to support a time-sensitive, high-visibility project. The role focuses on gathering and validating sales tax exemption certificates, updating tracking spreadsheets, and uploading documentation into internal systems and tax portals.

The successful candidate will work onsite in a collaborative A/R team of about a dozen, under the guidance of the A/R Manager, and will need strong accuracy, organization, and multi-system

Qualifications

• Basic to intermediate Excel abilities, including accurate data entry and updating spreadsheets.
• Strong organizational skills and the ability to manage high-volume tasks efficiently.
• Excellent time-management skills to meet a firm project deadline (end of March).
• Professional, reliable, and comfortable working fully onsite.

Responsibilities

• Request and collect sales tax certificates from customers, ensuring all necessary documentation is received before the project deadline.
• Update and maintain Excel tracking sheets as certificates are completed.
• Log into the client’s ERP system to review required screens for each customer record.
• Upload documents into the designated tax portal, ensuring accuracy and proper file organization.
• Work closely with the existing A/R team to stay aligned on progress and ensure deadlines are met.

Skills

Excel

Data entry

Organizational skills

Time management

Tools

ERP system

Tax portal

Job description

Creative Financial Staffing, LLC is seeking an Accounts Receivable Clerk to support a time-sensitive, high-visibility project. The role focuses on gathering and validating sales tax exemption certificates, updating tracking spreadsheets, and uploading documentation into internal systems and tax portals.

The successful candidate will work onsite in a collaborative A/R team of about a dozen, under the guidance of the A/R Manager, and will need strong accuracy, organization, and multi-system