Consultant, Exemption Certificate Solutions

Ryan

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profile Job Location:

Dallas, IA - USA

profile Monthly Salary: Not Disclosed
Posted on: 8 hours ago
Vacancies: 1 Vacancy

Job Summary

Why Ryan

  • Hybrid Work Options

  • Award-Winning Culture

  • Generous Personal Time Off (PTO) Benefits

  • 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)

  • Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement

  • Benefits Eligibility Effective Day One

  • 401K with Employer Match

  • Tuition Reimbursement After One Year of Service

  • Fertility Assistance Program

  • Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service

The Exemption Certificate Management (ECM) Consultant performs sales and use tax exemption certificate collection validation storage and reporting for Ryan clients. The ECM During the performance of his or her duties the ECM Consultant will be required to exercise regular discretion and independent judgement based on his or her familiarity with multistate sales and use tax exemption certificate laws regulations and publications. Further the ECM Consultant will be required to make decisions about sales and use tax certificates by first comparing and evaluating possible courses of action after considering various possibilities. The ECM Consultant will also interact with all levels of the team (Consultants Managers and Principals) and will frequently correspond with clients via email and telephone while performing his or her duties.

Duties and responsibilities as they align to Ryans Key Results
People:

  • Create a positive team member experience.

Client:

  • Consults and advises clients on exemption certificate requirements and necessary remediation steps. Corresponds with Ryan client customers regarding various exemption certificates matters
  • Utilizes ControlPoint software for retrieval and evaluation of exemption certificates.
  • Integration of ControlPoint technology into client processes.
  • ControlPoint training for clients as needed.

Value:

  • Using ControlPoint Exemption Certificate Management Software the ECM Consultant will perform the following duties:
    • Ensures effective onboard process for new exemption certificate outsource clients
    • Develops and implements continuous process improvements regarding exemption certificate collections validations and reporting. Prepares end to end exemption certificate collection validation and reporting process narratives and diagrams showing the compliance process flow.
    • Evaluates jurisdictional statutes and determines validity of exemption certificate
    • Strong communication and people skills required to convey conclusions and decisions to clients with finesse and professionalism. Corresponds with Ryan clients to explain the status of exemption certificates (e.g. valid missing wrong form no signature no registration number).
    • Generates daily weekly monthly and annual reports on exemption certificate review activity
    • Demonstrates sound understanding and knowledge of multi-state sales and use tax exemption certificate laws
  • Performs exemption certificate requirements research
  • Prepares and updates agendas for client and team status calls
  • Provides support for client billings
  • Other duties as requested.

Education and Experience:

Bachelors Degree or equivalent and up to 3 years of government compliance lieu of a Bachelors Degree the position requires 10 years of experience with government compliance related matters.

Computer Skills:

To perform this job successfully an individual must have intermediate skills in Microsoft Word Excel and familiarity with PowerPoint Outlook; and Internet navigation and research.

Certificates and Licenses:

Valid drivers license required.

Supervisory Responsibilities:

This position has no supervisory responsibilities but may be required to supervise other resources as the exemption certificate outsource service grows.

Work Environment:
Standard indoor working environment.
Occasional long periods of sitting while working at computer.
Position requires regular interaction with employees at all levels of the Firm in person and via e-mail and telephone.
Position requires regular interaction with clients and interface with external vendors in person and via e-mail and telephone.
Independent travel requirement: Up to 10-20%.

Equal Opportunity Employer: disability/veteran


Required Experience:

Contract

Why RyanHybrid Work OptionsAward-Winning CultureGenerous Personal Time Off (PTO) Benefits14-Weeks of 100% Paid Leave for New Parents (Adoption Included)Monthly Gym Membership Reimbursement OR Gym Equipment ReimbursementBenefits Eligibility Effective Day One401K with Employer MatchTuition Reimburseme...
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Key Skills

  • Organizational Management
  • Presentation Skills
  • Agile
  • SAFe
  • AWS
  • Solution Architecture
  • Conflict Management
  • Data Management
  • Scrum
  • Team Management
  • Pre-sales
  • Management Consulting

About Company

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Ryan is a global tax services, software, and technology firm providing an integrated suite of federal, state, local, and international tax services to companies across the world.

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