Sales Tax Specialist

Ledgent, Inc.; Lowell (MA); On-site; USD 78,000 - 108,000; Full time

Job summary

Ledgent, Inc. is seeking a seasoned Sales Tax Specialist to manage exemption certificates, verify tax setup, and support tax compliance across multiple jurisdictions.

The role requires 5+ years in accounting and deep knowledge of state tax rules; you will work with Accounting, Sales, and Customer Service to minimize risk and ensure accurate filings.

Qualifications

• Associate's degree in Accounting, Finance, or a related field required; Bachelor's degree preferred.
• Minimum 5 years of accounting experience, with at least 3 years in sales and use tax compliance.
• Experience supporting multi-jurisdictional tax reporting and audits.
• Strong knowledge of multi-state sales and use tax laws and audit procedures.
• Experience with ERP systems such as SAP, Oracle, NetSuite and tax software such as Avalara, Vertex, TaxJar.

Responsibilities

• Manage, collect, review, and validate customer sales tax exemption certificates.
• Maintain accurate records of exemption certificates and ensure ongoing compliance.
• Contact customers regarding expired, incomplete, or outdated exemption certificates and obtain updated documentation.
• Research and resolve tax discrepancies, notices, and compliance issues.
• Respond to state and local tax inquiries and notices in a timely manner.
• Collaborate with Accounting, Sales, and Customer Service teams to ensure accurate customer tax setup and maintenance.
• Support sales tax audits from inception through completion.
• Gather, organize, and maintain exemption certificates and audit documentation.
• Create and maintain digital audit libraries.
• Coordinate with customers to obtain updated certificates as needed.
• Review auditor feedback and address rejected or missing documentation.
• Provide requested information and support to auditors and tax authorities.
• Assist with accounting-related projects and reconciliations.

Skills

Multi-state tax laws

Excel (Pivot Tables, VLOOKUP)

Analytical thinking

Attention to detail

Cross-functional collaboration

Strong communication

Research & problem solving

Confidentiality

Education

Associate's degree in Accounting/Finance

Bachelor's degree preferred

Tools

SAP

Oracle

NetSuite

Avalara

Vertex

TaxJar

Job description

Key Responsibilities:

Sales Tax Compliance & Certificate Management

• Manage, collect, review, and validate customer sales tax exemption certificates.
• Maintain accurate records of exemption certificates and ensure ongoing compliance.
• Contact customers regarding expired, incomplete, or outdated exemption certificates and obtain updated documentation.
• Research and resolve tax discrepancies, notices, and compliance issues.
• Respond to state and local tax inquiries and notices in a timely manner.
• Collaborate with Accounting, Sales, and Customer Service teams to ensure accurate customer tax setup and maintenance.

Sales Tax Research

• Research sales and use tax regulations across multiple jurisdictions.
• Analyze product taxability and tax treatment in states where the company has nexus.
• Ensure ERP systems are configured appropriately to calculate taxes accurately.
• Maintain supporting documentation and tax research to support company tax positions.
• Stay current on changes to tax laws and compliance requirements.

Audit Support

• Support sales and use tax audits from inception through completion.
• Gather, organize, and maintain exemption certificates and audit documentation.
• Create and maintain digital audit libraries.
• Coordinate with customers to obtain updated certificates as needed.
• Review auditor feedback and address rejected or missing documentation.
• Provide requested information and support to auditors and tax authorities.

Accounting Support

• Assist with accounting-related projects and departmental initiatives.
• Support reporting, reconciliations, and compliance efforts as assigned.
• Maintain accurate records and documentation related to tax compliance activities.
• Perform additional duties and special projects as needed.

Qualifications:

Education

• Associate's degree in Accounting, Finance, or a related field required
• Bachelor's degree preferred

Experience

• Minimum 5 years of accounting experience
• At least 3 years focused on sales and use tax compliance
• Experience supporting multi-jurisdictional tax reporting and audits

Skills & Technical Knowledge

• Strong understanding of multi-state sales and use tax laws, exemption rules, and audit procedures
• Experience working with ERP systems such as SAP, Oracle, NetSuite, or similar platforms
• Experience with tax compliance software such as Avalara, Vertex, TaxJar, or comparable systems
• Advanced Microsoft Excel skills, including Pivot Tables, VLOOKUPs, and large data-set analysis
• Strong understanding of accounting principles, reconciliations, and financial reporting
• Ability to research and resolve complex tax issues independently
• Excellent analytical, organizational, and problem-solving skills
• Strong written and verbal communication skills
• Ability to effectively manage multiple competing priorities and deadlines
• Ability to collaborate cross-functionally with Accounting, Sales, Customer Service, and external agencies
• High level of integrity and commitment to maintaining confidentiality

Ideal Candidate

The ideal candidate is a self-motivated tax professional who enjoys solving complex compliance issues, thrives in a detail-oriented environment, and can confidently manage sales tax requirements across multiple jurisdictions. This individual will be comfortable working independently while partnering closely with internal teams, external auditors, and tax authorities to ensure ongoing compliance and minimize risk.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.