Senior Tax Analyst - Exemption

Responsibilities

This position will be responsible for the validation of exemption certificates as well as ensuring that exemption certificates and/or waivers are accurate and timely processed. The responsibilities also include assisting with an embedded base review to determine validity of existing certificates/documents as needed. The position will include exemption updates, new customers and indexing exemption docs in the exemption repository. The employee will be responsible for being a subject matter expert on specific exemption states laws/regulations as well as on Verizon technology, equipment, and industry.

 

 

  • Process tax exemption requests from Customer Care groups and exempt customers from taxes and surcharges in the various Verizon billing platforms.
  • Ensure that exemption certificates and/or waivers are valid, accurate and timely processed.
  • Ability to review and approve tax credits with properly supported documentation.
  • Provide the Transaction Tax Audit Group with exemption certificates as requested for audits.
  • Assist with billing system conversions, and other projects relating to customers’ tax and surcharge exemptions.
  • Develop and design exemption workflow/process improvements for staff efficiencies.
  • Initiates the evaluation and analysis of the workflow to identify changes, where applicable, to the workflow and addresses/designs process changes in order to expedite customer exemptions.
  • Research, analyze, and resolve customer exemption disputes

 

  • Assist with the embedded base exemption cleanup for the various billing systems.
  • Assist with the special projects as needed

 

  • Lead and/or manage exemption process improvement projects. Leverage exemption expertise to build automated tools.
  • Evaluate current workflow- to-design new automation tools.
  • Develop work plan to build and implement automation tools.

 

  • Define, direct, and communicate exemption policy and procedures to customer support and marketing groups and ensure compliance with the policy

 

Qualifications

 

  • Bachelor's Degree in Accounting, Finance, related field or equivalent experience required
  • 1+ years tax or finance experience required
  • Strong analytical skills required
  • Knowledge of billing systems
  • Proficiency with MS Office (Word, Excel, PowerPoint, Access)
  • Strong interpersonal skills; excellent communications skills

Equal Employment Opportunity

We are an equal opportunity employer m/f/d/v.