United Rentals Tax Analyst - Sales & Use in Temple Terrace, Florida
Monthly, quarterly and annual preparation and filing of all required US and Canadian sales use tax returns and gross receipts returns. Maintain monthly sales and use tax permits and state and local business licenses. Review and process sales tax exemption certificates. Ensure tax calendar for sales and use tax filings and/or licenses are maintained to reflect current filing requirements. Compile, analyze, and research data for licenses & sales tax return compliance and audits. Work with business units to ensure timely, complete, and accurate information is obtained and provided to support tax return filings.
Monthly Duties will include:
Review and approval of exemption certificates from branches and/or customers, including:
approving or rejecting exemption certificates by conducting research and obtaining any additional documentation based upon analysis of various state sales tax rules governing exemption certificates
determining good faith acceptance using statute standards
corresponds with customers, branches and credit offices validity determination
changing and monitoring tax flags in Rentalman
electronically storing pertinent documentation and/or certificates
Prepare monthly, quarterly and annual sales tax returns, gross receipts returns, annual reports including:
Analyzing the tax trends to determine current numbers reasonableness
Reviewing customer transactions for accuracy of sales tax calculations. Reconciling tax data imported from Vertex to United Rentals data
Identifying variances to be researched and resolved by making adjustments to returns
Performing research with respect to sales and use tax notices and responses as needed
Prepare, review and process funding request
Monitor and retain business operation notifications, including:
storing business licenses electronically and forwarding copies to the pertinent branch and/or regional office
researching and preparing appropriate registration forms
updating compliance calendar to ensure future registration and reporting obligations are met on time
Issue and Monitor Sales Tax Credit and Debit Memos:
downloading exemption certificates and cross reference with customer and sales data to support memo issuance
run comparison reports and analyze the results to remove questionable transactions
ensure compliance and identify any issuance errors
respond to customer and branch inquiries on memos
Closely work with compliance team to identify jurisdictions where United Rentals may need to register for sales & use tax purposes.
Timely preparation, review, and filing of registration or occupation business license fees including maintaining a database or worksheet of historical changes with respect to United Rentals operations. Analyzing data to determine current numbers reasonableness. Review and execute funding requests.
Vendor Exemption Requests: provide vendors with properly executed exemption certificates where applicable.
Responsible for maintaining accurate address/contact information for all tax jurisdictions.
Ensure monthly due date calendar signed by preparer and reviewer is in compliance to SOX and internal audit standards.
Assist Sales and Use Tax Manager with monthly reconciliation process, internal audit requests, sales tax audit information requests and sales tax return reconciliations.
BS degree in accounting or business or comparable work experience
3+ years' experience in sales and use tax with a multi-state corporation, or accounting firm is required. Knowledge of the fundamentals of Personal Property Taxes is a plus.
(a) Experience with sales tax, business licenses, exemption certificates and accounting systems is required.(Vertex/License HQ/CertCapture/Rentalman/Lawson/AQT preferred)
(b) Ability to analyze and interpret state and local tax laws and regulations.
(c) Capable of establishing working relationships with key internal and external customers.
(d) A high level of confidence, attention to detail and accuracy, while performing actions with integrity and sound judgment.
(e) Excellent organizational, verbal and written communication skills.
(f) Proficient use of Microsoft Office products required.
(g) Strong commitment and ability to work cooperatively in a team environment.
(h) Ability to prioritize and manage time efficiently.
(i) Experience in leasing/rental industry helpful.
United Rentals, Inc. is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities. United Rentals, Inc. provides equal opportunity to qualified individuals with disabilities and disabled veterans.