Senior Tax Accountant

Addison Group; Santa Ana (CA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Annual bonus

Medical

Dental

Vision

PTO

401K matching

Job summary

A rapidly growing client in OC is seeking a Senior Tax Accountant for their Indirect Tax team. This role involves preparing and filing tax returns, approving exemption certificates, and advising on tax-related matters. The ideal candidate has at least 4 years of experience and a degree in Accounting or Finance. Competitive compensation and benefits including annual bonuses are offered in this position.

Qualifications

• 4+ years of experience in indirect tax and accounting for a multi-state organization.
• Proven ability to manage multiple priorities and work independently.

Responsibilities

• Support the preparation and filing of sales/use and gross receipts tax returns.
• Review and approve customer exemption and resale certificates.
• Advise internal teams on product taxability and jurisdictional requirements.

Skills

Attention to detail

Collaboration

Adaptability

Multitasking

Communication skills

Proficiency in Microsoft Excel

Education

Bachelor’s degree in Accounting, Finance, or related field

Tools

Avalara

Job description

Overview

Our rapidly growing client in OC is seeking to bring on a Senior Tax Accountant to their Indirect Tax team. This person is a team player, adaptable, multitasker who has excellent attention to detail and wants to grow their tax career. This is a great opportunity to expand your indirect tax accounting skills while making a direct impact to a fast-scaling organization!

Job Title: Senior Tax Accountant

Location: Near Santa Ana, CA

Type of Employment: Direct Hire

Base pay range: $90,000.00/yr - $110,000.00/yr

Compensation: $90,000 - $110,000 / Year

Benefits: Annual Bonus, Medical, Dental, Vision, PTO, and 401K Matching

Responsibilities

• Support the preparation, review, and filing of sales/use, business & occupancy, and gross receipts tax returns on a monthly, quarterly, and annual basis.
• Review, validate, and approve customer exemption and resale certificates in compliance with applicable regulations.
• Administer and maintain the exemption/resale certificate management system to ensure accuracy and compliance.
• Process tax adjustments in the ERP system for qualified non-taxable sales.
• Advise internal teams on product taxability, jurisdictional requirements, and proper handling of resale/exemption certificates.
• Prepare and issue resale certificates for suppliers as needed.
• Research, interpret, and apply state and local tax laws, regulations, and legislative updates.
• Assist with audit readiness, documentation, and responses for sales/use tax examinations.
• Prepare and post journal entries related to sales and use tax activity.
• Reconcile sales and use tax accounts to the general ledger and resolve discrepancies.
• Identify opportunities for efficiency and implement process improvements in tax operations.
• Support special projects and perform additional responsibilities as assigned.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field required
• 4+ years of experience in indirect tax and accounting for a multi-state organization
• Experience with sales tax and exemption certificate software applications like Avalara preferred
• Proven ability to manage multiple priorities, work independently, and adapt to shifting requirements in fast-paced environments
• Strong collaborative skills with the ability to build and leverage cross-functional relationships
• Advanced in Microsoft Excel and able to learn new systems
• Excellent verbal and written communication skills, including the ability to interpret complex regulations and prepare reports, correspondence, and procedural documentation.

Salary & Benefits

• The salary range for this role is $90K - $110K depending upon experience
• Benefits at our client are competitive with medical, dental, vision, PTO, and 401K matching
• This role is eligible for an annual bonus

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.