Senior Accounting and Tax Specialist

2 weeks ago


Madison, Wisconsin, United States CERTCO INC Full time

Are you a seasoned accounting expert eager to contribute to a thriving organization? Certco, Inc. is on the lookout for a skilled Accounting/Tax Manager to enhance our operations. In this pivotal role, you will deliver extensive retail accounting assistance to our member stores while undertaking essential duties in corporate tax and accounting for Certco.

Key Responsibilities:

  • Retail Accounting Assistance: Oversee comprehensive accounting services for our member stores, which includes generating monthly financial reports, preparing sales and use tax returns, managing payroll, and handling annual corporate and personal tax returns.
  • Tax Compliance and Configuration: Establish and maintain taxability tables within our ERP system to guarantee precise sales tax reporting, along with cigarette and tobacco taxes, and other relevant state or municipal taxes.
  • Corporate Tax and Reporting: Support tax filings and reporting for Certco's corporate accounting, ensuring adherence to all applicable state and federal regulations.
  • Expansion Beyond Retail Accounting: This position provides the chance to broaden your expertise beyond retail accounting, with significant engagement in corporate tax and accounting functions at Certco.

Why Choose Certco?

  • Attractive salary with ample growth opportunities
  • Acknowledged as Madison's Top Workplace
  • Comprehensive low-cost insurance options, including health, dental, vision, life insurance, and short/long-term disability
  • Generous 401k matching, profit sharing, and paid time off
  • Extensive wellness initiatives, including gym reimbursement, smoking cessation support, on-site flu shots, fitness center access, and weekly chiropractic care
  • Support for community events such as walks, runs, sports teams, and engaging company gatherings
  • Flexible working hours
  • No weekend or holiday shifts
  • Stable and expanding organization - job security
  • Exceptional company culture

Position Overview

This role encompasses providing comprehensive retail accounting support to several member stores, which includes producing monthly financial statements, managing sales and use tax returns, payroll, and annual corporate and personal tax returns. Additionally, the Accounting/Tax Manager will develop and configure taxability tables for Certco to accurately report sales tax, cigarette and tobacco taxes, and other municipal tax filings within the ERP system, while assisting with corporate accounting filings and reporting as necessary.

Essential Job Functions

Retail Accounting Support for Member Stores:

  • Deliver exceptional customer service to ensure timely issuance of reports and returns to meet deadlines.
  • Educate clients on utilizing QuickBooks as needed.
  • Provide guidance and oversight to team members on payroll, financial reporting, tax preparation, and various projects.
  • Prepare monthly bank reconciliations, sales tax returns, and financial statements.
  • Prepare year-end 1099 reporting and personal property tax returns.
  • Prepare/Review Corporation, S-Corporation, Partnership, and Individual tax returns using tax preparation software.
  • Maintain fixed asset and depreciation records.
  • Address customer inquiries regarding accounting and/or tax matters.
  • Perform other related duties as assigned by management.

Certco Corporate Accounting Responsibilities:

  • Maintain taxability tables for Certco in the ERP system to ensure compliance with tax reporting.
  • Stay informed about tax laws and regulations to guarantee compliance.
  • Prepare and file various tax reports, including but not limited to sales tax, cigarette and tobacco tax reporting, and other municipal filings relevant to wholesale grocery.
  • Provide guidance and supervision to associates responsible for gathering and maintaining necessary data for tax reporting.
  • Assist in tax audits by supplying requested documentation and explanations.
  • Collaborate with category managers to ensure new item setups include appropriate classification of tax codes, as applicable, for Certco and our retail grocery store members.
  • Conduct periodic reviews and audits to identify and mitigate risks related to tax reporting and master data management for Certco.
  • Work with internal and external auditors to provide requested information and resolve any compliance issues.
  • Maintain regular attendance and adhere to the Company Attendance Policy.

Competencies

  • Proficient in using computer software, including QuickBooks, FAS, Sage HRMS, MS Excel, and tax preparation software.
  • Demonstrated experience in tax reporting and compliance.
  • Familiarity with tax laws and regulations in relevant jurisdictions.
  • Strong attention to detail and ability to coordinate multiple activities simultaneously.
  • Effective communication skills with customers, colleagues, and business contacts in a professional manner.
  • Ability to work independently with minimal supervision.
  • Commitment to maintaining confidentiality.

Education and Experience

  • CPA license required
  • 3-5 years of relevant experience

Certco is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.



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