Sales and Use Tax Accountant 1

HOLT CAT; San Antonio (TX); On-site; USD 38,000 - 52,000; Full time

Job summary

HOLT CAT seeks an entry-level Tax Compliance Associate to support day-to-day sales and use tax activities in San Antonio, TX. You will validate exemption certificates, assist with state returns, and collaborate with internal teams to resolve tax issues.

The role requires basic accounting knowledge, accuracy, and strong communication skills. Onsite daytime hours with potential for multi-state filing support as needed.

Qualifications

• Knowledge of accounting principles and tax concepts.
• Intermediate knowledge of Texas Sales and Use Tax statutes and rules.
• Proficient in filing sales tax returns and using MS Office.
• Strong attention to detail and accuracy.
• Excellent written and oral communication across teams.

Responsibilities

• Process day-to-day sales and use tax compliance activities.
• Validate and maintain tax exemption certificates.
• Assist in preparing multi-state sales and use tax returns.
• Communicate with internal departments and customers to resolve tax issues.
• Research current tax guidance and stay updated on regulations.

Skills

Accounting principles

Texas tax knowledge

Communication skills

Attention to detail

Team collaboration

Education

High school diploma or equivalent; accounting/finance preferred

Tools

MS Office

Job description

Job Summary: This position is responsible for entry-level day-to-day activities of the company's sales and use tax compliance. This includes ensuring compliance with sales and use tax laws, validating and maintaining tax exemption certificates, verifying tax credits, and assisting in the preparation of multi-state sales and use tax returns.

The incumbent in this position is expected to model the following practices daily: 1) Demonstrate alignment with the company's mission and core business values; 2) Collaborate with key internal/external resources; 3) Participate in ongoing self-development.

Department: Finance and Bus Resources (FIN)

Employment Type: Full Time

Location: San Antonio

Address: 5665 SE Loop 410, San Antonio, Texas, 78222

Workplace type: Onsite

Reporting To: Leanne Roseland

Essential Functions

• Models, promotes, reinforces, and rewards the consistent use of HOLT's Values Based Leadership (VBL) tools, models, and processes to ensure alignment with our Vision, Values, and Mission
• Reviews sales and use tax exemption certificates submitted by customers concluding on the validity of the certificate
• Issues tax credits to customers using statutes and rules provided by respective state's taxing authorities (i.e., Texas Comptroller of Public Accounts)
• Contacts and communicates with internal departments or external customers to resolve issues related to taxation
• Research current or past tax guidance on statutes and rules
• Files sales tax returns primarily in Texas, and may assist in filing for the various other states the company does business in as needed
• Participates in projects associated with the maintenance of sales tax records
• Works safely always and adheres to all applicable safety policies; complies with all company policies, procedures, and standards
• Performs other duties as assigned

Knowledge, Skills, and Abilities

• Knowledge of applicable principles, practices, and methods of accounting
• Intermediate knowledge of the statutes and rules defined by the Texas Comptroller of Public Accounts and related to Texas Sales and Use Tax
• Proficient with filing sales tax returns for Texas
• Proficient with MS Office Word, Excel, Outlook, etc.
• Exceptional attention to detail
• Excellent communication and interpersonal skills to establish working relationships with multiple departments and various levels of the organization
• Excellent organizational, multi-tasking, and time management skills, deadline oriented
• Communicates effectively verbally and in writing as appropriate for the needs of the audience
• Ability to work independently and within a team in a fast-paced, high-volume environment with emphasis on accuracy and timeliness
• Ability to read, analyze, and interpret professional journals, technical procedures, or governmental regulations

Requirements

Education and Experience:

• High school diploma or equivalent required; Degree preferred, focus on Accounting or Finance preferred
• Minimum of one to three years of sales tax, accounting or audit experience is required

Supervisory Responsibilities: None

Travel: Up to 5%

Physical Requirements:

• This position involves extended periods in a stationary position; additionally, occasional movement inside the office to access office machinery, file cabinets, etc.
• This role frequently communicates with others, must be able to exchange accurate information in these situations
• This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines

Work Environment:

• This job is generally performed in a professional office environment
• Frequently works at a fast pace with unscheduled interruptions

Disclaimer: Please note that the above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not to be interpreted as an exhaustive list of all responsibilities, duties, and skills required of the incumbents so classified. All incumbents may be required to perform duties outside of their normal responsibilities, as needed.

About HOLT CAT

HOLT CAT is the authorized Caterpillar heavy equipment and engine dealer for 118 counties in South, Central, North and East Texas. Established in 1933, HOLT sells, services and rents Cat equipment, engines, generators and trucks for construction, mining, industrial, petroleum and agricultural applications. HOLT sells Caterpillar used equipment worldwide and fabricates its own line of custom engineered products including land management products and water tankers. Additionally, HOLT is a dealer for Link-Belt Cranes, Trimble Heavy and Highway construction products and AccuGrade grade-control systems.

The Holt name has been associated with heavy equipment and Caterpillar for over 100 years. HOLT CAT owners, Peter J. Holt and Corinna Holt Richter are direct descendants of Benjamin Holt, who in 1904 developed the first successful track‑type tractor which he named the "Caterpillar." HOLT CAT has come to be synonymous with quality, integrity and commitment to customer service.

The HOLT CAT team is committed to providing rock solid stability with superior products and services from The Red River to the Rio Grande.