Sales Tax and Settlement Analyst

Saint Francis Hospital, Inc.; New Haven (CT); On-site; USD 60,000 - 78,000; Full time

Job summary

Saint Francis Health System in Tulsa, OK, seeks a Tax and Settlement Analyst to manage all sales and use tax claims with the Oklahoma Tax Commission and Workday settlements for payments, refunds, and related expenses.

Requires a High School Diploma or GED (Bachelor’s preferred), 3+ years in healthcare, and strong analytic and communication skills. Proficiency in Microsoft Office and familiarity with tax processes and supplier payments are essential.

Qualifications

• High school diploma required; bachelor's preferred in accounting, business or finance.
• Minimum 3 years of healthcare experience; sales tax exposure preferred.
• Strong analytical and problem-solving abilities.
• Excellent written and verbal communication skills.

Responsibilities

• Prepare Workday settlement runs and coordinate with financial services to resolve issues.
• Review item master to ensure proper tax and Spend Code designation.
• Coordinate with Supply Chain to ensure proper taxation on items.
• Serve as primary contact for OTC regarding sales and use tax claims.
• Manage payments received for OTC and reconcile with tax records.

Skills

Problem solving

Analytical skills

Interpersonal skills

Communication (written & verbal)

Education

High School Diploma or GED

Bachelor's degree in Accounting/Business/Finance

Tools

Microsoft Office

Job description

Full Time Days Schedule: Monday - Friday | 8:00am - 4:30pm

Job Summary

The Tax and Settlement Analyst documents and manages all outstanding sales and use tax claims with the Oklahoma Tax Commission (OTC) and Workday settlements for all payments, expense reports, and customer credit card payments and refunds. This role supports the Internal Audit Department as needed.

Minimum Education

High School Diploma or GED. Bachelor's degree in Accounting, Business or Finance, preferred.

Licensure, Registration and/or Certification

None.

Work Experience

Minimum 3 years of experience in healthcare. Prior exposure to sales tax, preferred.

Knowledge, Skills and Abilities

Demonstrated problem solving and analytical skills. Effective interpersonal, written and oral communication skills. Ability to work with both raw data and various Saint Francis Health System (SFHS) operating systems. Advanced proficiency in Microsoft Office.

Essential Functions and Responsibilities

• Prepares Workday settlement runs including coordination with financial services team members to resolve issues that include: supplier and miscellaneous payments, Automated Clearing House (ACH), checks, wires, auto withdrawals, insurance and patient refunds, expense payments and customer invoices/refunds.
• Reviews all new items within the item master to ensure they have the proper tax and Spend Code designation.
• Coordinates with Supply Chain Team if changes are needed on existing items to ensure proper taxation.
• Serves as primary contact for the OTC regarding questions or additional support for outstanding sales and use tax claims owed to SFHS.
• Manages all payments received for the OTC to ensure our records align with their payment and that the customer account for OTC is accurate and reconciled to the tax department's records of outstanding claims each month.
• Manages the direct pay process with suppliers that have been identified as suppliers ensuring they will hold our direct pay certificate instead of charging us applicable sales tax.
• Provides certificates to new suppliers and ensures all certificates get renewed and redistributed every 3 years.
• Performs other projects assigned by the Internal Audit Team.

Decision Making

Independent judgment in making minor decisions where alternatives are limited and standard policies/protocols have been established.

Working Relationships

Works with internal and/or external customers via telephone or face to face interaction. Works with other healthcare professionals and staff.

Special Job Dimensions

None.

Supplemental Information

This document generally describes the essential functions of the job and the physical demands required to perform the job. This compilation of essential functions and physical demands is not all inclusive nor does it prohibit the assignment of additional duties.

Financial Services - Yale Campus Location: Tulsa, Oklahoma 74136 EOE Protected Veterans/Disability

Saint Francis is a Catholic, not-for-profit Health system based in Tulsa, Oklahoma. We are the largest private employer in Eastern Oklahoma with over 12,000 employees, including 1,000 physicians. The health system is anchored by the 1,112-bed Saint Francis Hospital, the largest hospital in Oklahoma and the 11th largest in the nation. Our system also includes hospitals in south Tulsa, Muskogee and Vinita, as well as 110 Warren Clinic locations from Monkey Island to McAlester, northeastern Oklahoma's only children's hospital, a level IV neonatal intensive care unit, a 168-bed heart hospital, and Tulsa's leading trauma and emergency center.