Determine proper taxability of customers on an account and transaction basis including verifying and approving all exemption certificatesProvide sales tax support for all locations including training on correct procedures and certificatesMonitor daily sales with tax overrides to ensure correctness and that proper documentation is on fileApprove tax only credit requests generated by the locations and credit specialists for short pays on invoices due to sales taxesMaintain files of all correspondence to customers related to sales taxMaintain exemption certificates in exemption certificate maintenance softwareCommunicate effectively with customers concerning exemption certificates including corrections for incomplete certificates or requesting missing certificatesAssist in state tax audits including providing proper exemption certificates and sales tax return documentationProvide vendors with properly executed resale certificatesPrepare and file monthly sales tax returns and remit sales tax payments for eight states

• Request for Quote (RFQ) - Responsible for communicating customer specifications and requirements to engineering / estimators.• Orders – Responsible for handling every aspect of a customer’s purchase order, including, but not limited to, the timely verification of data and accurate entry of order information into Epicor• Work with purchasing and production personnel as required to define delivery dates, communicate delivery commitment to customers and follow-up with written acknowledgements.• Serve as customer advocate driving improvements in service levels as needed.• Act as a point of contact for the field sales team to identify, investigate and clarify problems and determine quick and effective resolutions.• Invoicing – Communicates proper billing terms, agreements and conditions to Accounts Receivable. Processes invoices.• Handle Return Merchandise Authorization (RMA)’s and credits through the accurate and timely entry of data into the Customer Relationship Management (CRM) data base.• Provide and monitors the metric for on-time delivery, order fulfillment and cycle time. Ensures continued improvement of service levels and provides corrective actions to sustain customer service levels.• Support continuous improvement efforts as required.• Maintain overall service continuity between customer service / inside sales, outside sales, engineering and operational personnel to ensure that customer service levels are maintained.• Manage special projects as assigned by manager.• Remain accountable for all commitments made.

Purchasing Assistant Assisted in planning and executing procurement of materials for sub assembliesAssisted in planning and executing internal work orders to drive material flow and deliveryMaintained strong working relationships and communications directly with XMA and customers,operations, suppliers and contract manufacturers to confirm productsProcessed daily inventory reports within Number Cruncher Proactively report product and material availability issues and work with Finance and Operations to mitigate risk.Data entry related to Accounts Payable within QuickBooksCompleted special projects and assignments as requested in a timely manner.Processed bank depositsOversee daily office operations, communications and company events

Oversee daily office operation for staffManaged inventory and ordered office supplies for officeReview incoming job applications, job certification and documentation discretelyProcess weekly certified union reports within Quantum SoftwareMaintained employee and contractor information within Quantum Software Reconciled quarterly union reports Process payroll within Peach Tree Sage Software and maintained employee databaseExtensive customer service focus

Analyze the impact of tax law changes on system functionality.Work with the Tax Researchers and Tax Counsels as necessary to ensure a completeunderstanding of a particular system change.Utilized technical skills and in-house tools to review/audit and/or build content thatreflects rules.Responsible for building content for some of the more complex jurisdictions.Participated in cross-functional planning activities to resolve customer issues andimplement product enhancements.Acted as a mentor and resource to junior team members.Work with other Departments within our company (Technical Support, ClientImplementation, Development, STS, etc.) on any and all applicable tax issues.Document developmentAbility to explain complex tax rules in clear language for tax and non-tax professionalsboth internally and externally.Identified, assessed criticality and prioritized tax related customer issuesManage resolution process in timely manner, communicating effectively status withclient.Offered accurate and efficient resolutions to cases.

Provided extensive technical customer support for Fortune 500 companiesResponded to inbound requests from phone, email and direct customer contactAssisted customers with issue resolution, package installation and software management in Unix and Windows environmentsInteracted with accounting packages such as SAP, PeopleSoft and Microsoft SiteServerWork with other Departments within our company (Tax Department, ClientImplementation, Development, and TaxSolver, etc.) on any and all applicable taxissuesContact person for tax technical related issues

Customer service, tactfully dealing with customer concerns, processed catalog orders and handled the daily cash/credit cards flow.

Handling of US and foreign currency, travelers checks, deposits, embossing of American Express Credit Cards and data entry. As well as, provided support for internal and external customers.

Assisted office manager with accounts receivable, budgeted travel expenses, reconciled airline tickets, answered and directed incoming calls to the appropriate parties.

Providing administrative support to personnel. Operated switchboard and handled correspondences while providing in-depth customer service to travel agents and tour companies.