Essential Functions: Reviews sales and use tax exemption certificates submitted by customers concluding on the validity of the certificateIssues tax credits to customers using statutes and rules provided by respectiveContacts and communicates with internal departments or external customers to resolve issues related to taxationResearches current or past tax guidance on statutes and rules as requested by the managerProvides assistance with filing sales tax returns for the various states the company does business in as neededParticipates in projects associated with the maintenance of sales tax recordsKnowledge, Skills, and Abilities:Knowledge of applicable principles, practices, and methods of accountingIntermediate knowledge of the statutes and rules defined by the Texas Comptroller of Public Accounts and related to Texas Sales and Use TaxProficient with filing sales tax returns for the various states Proficient with MS Office Word, Excel, Outlook, etc.Understands the implications of new information for both current and future problem- solving and decision-makingUses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problemsExceptional attention to detailExcellent communication and interpersonal skills to establish working relationships with multiple departments and various levels of the organizationExcellent organizational, multi-tasking, and time management skills, deadline orientedCommunicates effectively verbally and in writing as appropriate for the needs of the audienceAbility to work independently and within a team in a fast-paced, high volume environment with emphasis on accuracy and timelinessAbility to read, analyze, and interpret professional journals, technical procedures, or governmental regulationsThe ability to listen to and understand information and ideas presented through spoken words and sentences

Functions as the frontline of defense ensuring consumer funds are spent appropriately by their care givers. Monitors expenses to guarantee the consumers are not being over or under charged, and processes medical reimbursements through the state. • Processes miscellaneous consumer requests and monthly allowances, ensuring their trust fund ledger is accurate, in compliance with state regulations. • Credits and debits each consumers cash ledger for each occurring transaction; verifies receipts submitted are appropriate purchases and total to the amount of the request.• Processes incoming medical invoices for reimbursement from the state agency that oversees the programs; pairs the invoices with corresponding evidence, per state requirements.• Monitors company expenses for cost analysis, ensuring consumers are charged accurate amounts for R&B, per state guidelines.Accomplishments • Paperwork was two years in arrears at the time of hire; processed all required documentation to receive reimbursements through the state and recouped $150K + in expenses.