at CDW LLC in Vernon Hills, Illinois, United States
Job Description
Description
Bring your IT career and talents to CDW, where you can have a greater impact, be inspired by our mission and excited about your career and future.A Fortune 200 leader, we're the driven professionals and technology experts companies turn to most to solve their IT challenges.
Summary
The Tax Associate resolves sales and use tax matters for all CDW's internal and external customers. The Tax Associate is responsible for reviewing and validating customer tax exemption certificates in accordance with company policies and jurisdictional requirements. The Tax Associate will help resolve questions regarding product taxability or jurisdictional tax rates. The Tax Associate will create and help maintain customer's tax-exempt status across all channels of the business.
Key Areas of Responsibility
Respond to questions from external customers about exemption certificates, tax billing issues, product taxability, tax rates, and the taxability of specific sales transactions.
Resolve tax related credit disputes prompted by customer non-payment of sales tax and tax related disputes resulting from invalid exemption certificates, questions regarding product taxability, or rate disputes.
Manage the tax mailboxes.
Demonstrate an in-depth understanding of state and local regulations to interpret tax certificates, product taxability, and the application of tax rates.
Demonstrate an intermediate to advanced understanding of tax exemption requirements for various levels of sales taxes and customer exemption types.
Participate in research projects pertaining to exemption certificate requirements, product taxability, and taxability of specific sales transactions.
Analyze resale and exemption certificates for accuracy, credibility, applicability and completeness and update customer account or order accordingly.
Identify areas for process improvements and make appropriate recommendations.
Required Qualifications
Bachelor's Degree or Associate's Degree and 2 years of related experience or High School Diploma and 4 years of related experience
Excellent interpersonal and written/oral communication skills.
Strong problem solving and organizational skills with critical attention to detail.
Comfortable working in a dynamic and fast paced business environment.
Understanding of Sales Tax, Accounting, AR/Credit and Customer Service procedures.
The information in this description is intended to convey information about the job attributes, key responsibilities and requirements of the job. It is not an exhaustive list of the skills, efforts, duties, responsibilities or working conditions associated with the opportunity. Descriptions are subject to change.
Customer Focus and Quality Management Responsibilities
Each CDW coworker is responsible for maintaining customer focus and conforms to the CDW quality management system. Specific responsibilities include:
a) Periodic reviews of CDW Circle of Service Philosophy and the Quality Policy to understand CDW's commitment to excellent client service and continual improvement and to conform to these policies and philosophies at all times.
b) During your orientation period, review with your supervisor as needed the department procedures and operating instructions listed at Connect/Departments/Resources/ISO intranet site that apply to your specific assignment(s) within the scope of this job position.
c) And after the orientation period to conform to these procedures and instructions, including any reporting (and/or record keeping) responsibilities.
d) Report any customer problem, or any service outage that may cause potential customer problems to your supervisor.
e) Communicate improvement ideas that you have regarding CDW service quality or customer satisfaction per established means.
Each coworker is accountable for their actions and is required to exercise good judgment in everything they do on behalf of CDW. Part of that responsibility includes ensuring that you understand and live up to the values and standards we set for ourselves in the CDW Way, the CDW Way Code (our code of ethics and business conduct), and all policies and procedures relevant to your job responsibilities. Additionally, every coworker has a responsibility to ask questions when they are unsure of what those values, standards and policies require, and to act if they believe someone else is not acting consistently with those values, standards and policies.
Additional information is available on Connect, and confidential/anonymous assistance is available to coworkers through CDW Way Direct (our ethics helpline) at 877-7-CDW-WAY (877-723-9929) or www.cdw.ethicspoint.com.
Who we are:
CDW is a leading technology solutions provider to business, government, education and healthcare organizations across the... For full info follow application link.
CDW is an affirmative action/equal opportunity employer committed to a diverse and inclusive workplace.
