Tax Data Specialist

AppleOne Employment Services; Orlando (FL); On-site; USD 55,000 - 85,000; Full time

Job summary

AppleOne Employment Services seeks a Tax Data Specialist to ensure accurate tax data across ERP and tax systems, manage master records, and administer exemption certificates to strengthen internal controls.

The role involves extracting and reconciling transactional data, maintaining customer and vendor masters, and preparing state and local sales/use tax returns with timely filings and proper documentation.

Qualifications

• Two or more years supporting ERP master data and tax compliance.
• Strong Excel skills for pivot tables, lookups, and reporting.
• High attention to detail and ability to follow procedures.

Responsibilities

• Extract, organize, and reconcile data across ERP and tax systems.
• Maintain customer/vendor/item master data and tax-related fields.
• Prepare and file state and local sales/use tax returns electronically.
• Reconcile tax activity across ERP, Avalara, returns, payments, and GL.
• Manage exemption certificates in Avalara and track expirations.
• Support tax registrations, audits, and related documentation.

Skills

Data reconciliation

Excel basics

Attention to detail

Education

Associate degree in Accounting/Finance

Tools

Infor SyteLine ERP

Avalara AvaTax

Avalara Returns

Avalara Exemption Certificate Management

Job description

The Tax Data Specialist plays a critical role in maintaining the accuracy and integrity of our financial and tax-related data while supporting multi-state sales and use tax compliance. This position serves as a key resource within the Accounting team by reconciling data across ERP and tax systems, managing master data, administering exemption certificates, and preparing tax filings. Through strong attention to detail and cross-functional collaboration, the Tax Data Specialist helps strengthen internal controls, supports informed business decisions, and ensures compliance activities are completed accurately and on time.

Key Responsibilities

• Extract, organize, and reconcile transactional data across ERP, Avalara, and other business systems to identify discrepancies, support compliance, and improve data integrity
• Maintain customer, vendor, item, and related master data records, including payment terms, tax codes, exemption statuses, and other compliance-related fields
• Prepare and electronically file state and local sales and use tax returns in accordance with established procedures and filing requirements
• Reconcile tax activity between ERP systems, Avalara reports, filed returns, payments, and general ledger accounts, investigating variances as needed
• Administer exemption certificate records within Avalara Exemption Certificate Management, including tracking expirations and collecting missing documentation
• Support tax registrations, audits, notices, reporting requirements, and other accounting department activities while maintaining accurate documentation and procedures

Required Qualifications

• Two or more years of experience supporting ERP master data, sales tax compliance, accounting operations, or related functions
• Strong Microsoft Excel skills, including pivot tables, lookups, filtering, reporting, and data reconciliation
• High attention to detail with the ability to follow established procedures, identify exceptions, and meet deadlines

Preferred Qualifications

• Associate degree in Accounting, Finance, Business Administration, or a related field
• Experience with Infor SyteLine ERP
• Experience with Avalara AvaTax, Returns, and Exemption Certificate Management
• Experience supporting multi-state sales and use tax compliance in a manufacturing or distribution environment