JOB SUMMARY: Full scope indirect tax position with duties related to monthly compliance, audit, the corporate use tax function and tax research.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Sales and Use tax audit & compliance: o Run financial system queries and compile/analyze data to comply with auditor requests o Assist with sales & use tax exemption certificate management o Assist sales tax team in every aspect of sales & use tax audit for multiple entities o Provide tax consulting support to business as needed o Conduct tax research and assist in the implementation of approved tax strategies o Reconcile sales tax accrual accounts o Prepare both sales & use and business and occupation tax returns and payments including any necessary calculations and documentation. Possibly review returns prepared by other staff o Respond and resolve tax deficiency notices from local and state tax agencies o Monitor tax law changes to ensure compliance with the laws of each state. Notify managers of changes and work to implement changes to tax reporting processes
Corporate use tax function: o Analyze and interpret new legislation and court decisions as they apply to company's current taxing environment, recommending changes if needed o Complete monthly use tax reconciliation timely for coordination with compliance team o Analyze transaction data for multiple entities to ensure coding is correct for use tax accrual as needed o Assist in preparation of monthly file for upload to use tax interface
Special Projects includes: o Assisting Tax Manager and Supervisor in projects as requested, including but not limited to, merger and acquisition impact, tax planning and tax projections.
Other duties as assigned.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and EXPERIENCE
Bachelors degree in Accounting, Finance or related field OR equivalent combination of education and experience. 4+ years professional level accounting experience.
3 years of experience in the sales and use tax field preferred.
CERTIFICATES and/or LICENSES
Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information. Proven ability to communicate effectively, both orally and in writing, and interact effectively with management, employees, representatives of federal and state governments, and external auditors. Ability to collect, analyze, and summarize data and prepare clear, concise financial reports. Must have ability to convey complex financial issues to non-financial users.
Comprehensive knowledge of Generally Accepted Accounting Principles (GAAP) and Financial Accounting Standards Board (FASB) regulations. Requires knowledge of financial terms and principles. Ability to calculate intermediate to advanced figures such as percentages, discounts, and/or commissions. Conducts intermediate to advanced financial analysis. Advanced understanding of accounting and bookkeeping concepts. Ability to assist with budget and forecast preparation. Follows accounting practices to ensure optimum client satisfaction while guaranteeing CBRE financial interests are protected.
Ability to comprehend, analyze, and interpret documents. Ability to solve problems involving several options in situations. Requires intermediate to advanced analytical and quantitative skills. Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.
OTHER SKILLS and ABILITIES
Advanced skills in Microsoft Office suite applications. Ability to design and produce various ad-hoc reports. Advanced knowledge of computer applications related to real estate accounting or financial management systems.
Knowledge of PeopleSoft, Thomson Reuters One Source and/or tax software (i.e. Avalara) is preferred.
SCOPE OF RESPONSIBILITY
Decisions made with understanding of procedures and company policies to achieve set results and deadlines. Responsible for setting own project deadlines. Errors in judgment may cause long-term impact to co-workers and supervisor. Able to solve problems and deal with a variety of options in varying situations.
This job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to the job.
Internal Number: 19043536
With broader and deeper capabilities than any other company, CBRE is the leading full-service real estate services and investment organization in the world.
CBRE Group, Inc. is the world’s largest commercial real estate services and investment firm, with 2017 revenues of $14.2 billion and more than 80,000 employees (excluding affiliate offices). CBRE has been included in the Fortune 500 since 2008, ranking #214 in 2017. It also has been voted the industry’s top brand by the Lipsey Company for 17 consecutive years, and has been named one of Fortune’s “Most Admired Companies” in the real estate sector for six years in a row. Its shares trade on the New York Stock Exchange under the symbol “CBRE.”
CBRE offers a broad range of integrated services, including facilities, transaction and project management; property management; investment management; appraisal and valuation; property leasing; strategic consulting; property sales; mortgage services and development services.