Finance Admin Assistant

Intelligent Technical Solutions; United States; Remote; USD 7,100 - 8,500; Full time

Benefits offered by this job

Health plans / HMO

Life Insurance

Paid Time Off

US holiday pay

Training & certification

Job summary

Intelligent Technical Solutions is seeking a Finance Admin Assistant to keep tax filings and finance records compliant across multiple states. The role handles sales tax, commissions, accounts payable, licenses, entity filings, insurance, and lease records.

A detail-oriented self-starter is essential to maintain accuracy and find process improvements. Ideal candidates have 1–2 years in accounting/compliance, strong Excel skills, and excellent written/spoken English.

Qualifications

• Bachelor's degree in Accounting, Finance or related field preferred.
• 1–2 years accounting, tax or compliance experience required; US sales tax experience preferred.
• Strong attention to detail and accuracy due to compliance nature.
• Strong research skills to read and apply state tax rules and guidance.
• Self-starter who finds work without being told and seeks process improvements.
• Strong Excel skills (lookups, pivot tables, reconciliations).
• Clear written and verbal English communication skills.

Responsibilities

• Prepare, file and pay multi-state sales tax returns accurately and timely.
• Research nexus, registration, rates and product taxability for new nexus.
• Support use tax, B&O tax and personal property tax compliance.
• Process monthly commissions for various teams and partners including data pulls.
• Support accounts payable in Sage Intacct, including vendor setup and refunds.
• Maintain business license registrations and prepare entity filings.
• Track leases, utilities, insurance policies and COI requests; monitor deadlines.
• Triage Finance Admin tickets and keep trackers and guides up to date.
• Suggest improvements to Finance Admin processes.

Skills

Attention to detail

Self-starter

Research skills

Excel (VLOOKUP, Pivot)

English communication

Internet reliability

Education

Bachelor's degree in Accounting/Finance

Tools

Sage Intacct

ConnectWise Manage

QuoteWerks

Microsoft 365

Job description

Job Description:

The Finance Admin Assistant keeps Intelligent Technical Solutions compliant and its finance administration running smoothly. This role supports multi-state sales tax, commission processing, accounts payable, business licenses, entity filings, insurance, and lease records. Because the work is compliance based, accuracy matters on every filing, payment and record, and new sales tax nexus obligations call for careful, independent research. The ideal candidate is a highly motivated, detail-oriented self-starter who finds work without being told, 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.
• Strong Excel skills (lookups, pivot tables, reconciliations).
• 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.

Tools & Technology Used:

• Sage Intacct.
• ConnectWise Manage.
• QuoteWerks.
• 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 40 hours a week - 10:00AM to 7:00PM, Pacific Standard Time (PST) from Monday to Friday.
• Able to pass our online behavior and cognitive assessments.
• Able to provide NBI Clearance (for PH applicants).

Compensation:

Pay rate starts at Php 43,400.00 and may vary by experience and location.

Benefits

• Comprehensive Health Plans / HMO (Employee & Dependent/s).
• 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.