Staff Tax Accountant

Job Description
Carrier Enterprise (CE) is a national distributor of residential and light commercial Heating, Ventilation and Air Conditioning (HVAC) products, parts and supplies through licensed HVAC/R dealers and contractors. CE operates primarily in the business to business (B2B) environment where its products are sold through licensed HVAC dealers and HVAC contractors. These dealers are independent companies that sell, deliver and service Carrier, Bryant Payne products to residences and businesses in their respective markets. CE offers customers a wide range of HVAC/R product lines, competitive pricing, best in class customer service and valuable, timesaving services that positions CE as an industry leader. With over 200+ locations, in 28 states, Puerto Rico, the Caribbean, Latin America, Mexico and Canada there is a location to service our customers HVAC/R needs.
We are seeking a highly skilled and detail-oriented Staff Tax Accountant to join our team.
POSITION SUMMARY:
The Staff Tax Accountant will play a crucial role in supporting the extraction, validation, and management of sales tax data. The role will be responsible for various tasks related to income tax payments, business licenses, audits, and compliance with tax reporting requirements.
RESPONSIBLITIES/DUTIES:

• Assist in performing the extraction and validation of monthly sales tax data from CE's ERP System and AvaTax Tax Software and provide to third party.

• Assist with the review and approval of the completed sales tax returns so that EY can file these returns on behalf of CE.

• Assist in managing the EY relationship and coordinate the internal activities surrounding all internal check requests needed to fund the corresponding sales tax liabilities associated with these returns.

• Perform similar duties as shown above as it relates to personal property tax returns, as CE contracts with a third-party service provider (currently Ryan, LLC) to prepare these returns.

• Assist in preparing all required monthly journal entries and account reconciliations relating to Sales and Use tax, Property tax, Real Estate Tax, Franchise Tax and Unclaimed Property.

• Maintain the corresponding Tax Tables in the CE ERP system that has not yet converted to Avalara to ensure that the CE Customers are always charged the most up-to-date tax rates in the applicable jurisdictions that CE is registered to collect tax.

• Assist Tax Manager in managing all tax audits and any other requests made by State or Local authorities. This includes coordinating and ensuring receipt of supporting documentation from CE Regional Personnel.

• Assist Tax Manager in answering any tax-related questions the CE Team may have regarding jurisdictions, the ERP or AvaTax software. This includes coordinating with our Third-Party Vendor for additional guidance when needed.

• Responsible for coordination of all activities associated with ensuring that all applicable CE Regional locations maintain current business licenses.

• Responsible for coordination and payment of all income tax payments with Watsco.

• Assist in answering notices received and ensuring that we remain compliant in all jurisdictions. Similar coordination may be required to support any efforts to obtain tax refunds related to sales/use tax, as well as property tax. This may include reaching out to the jurisdictions for clarification on the notices.

• Responsible for coordinating escheatment/unclaimed funds filings with all applicable states/jurisdictions. This includes managing the EY Unclaimed Property relationship and ensuring that all requests from EY are obtained and submitted.

• Assist Tax Manager with research regarding new sales and use tax reporting requirements and law changes and communicating these changes to the appropriate individuals at CE on a timely basis.

• Assist in completing Nexus Analysis Studies on a periodic basis to ensure CE remains compliant in all jurisdictions.

• Assist in registering new companies/locations in new jurisdictions as needed to make sure we meet all tax filing requirements in the new jurisdiction.

• Effectively manages the Use Tax Process. This includes reviewing fixed asset invoices and assessing use tax as needed and then reporting this information to third party provider to ensure that data is included in the Sales Tax Returns.

• Ensure CE complies with all tax-related reporting requirements and that tax-related records are properly maintained.

• Assist in preparation of monthly Cash Flow Statements

• Assist with year-end Tax Reporting Packages and ad hoc requests.

• Significant involvement in month end closing process.

• Identify and manage projects to drive process improvements.

• Assist with Internal Audit requirements.

• Other responsibilities and special projects as assigned.

About Us
Carrier Enterprise (CE) is a subsidiary of the largest independent HVAC/R distribution company in the world, Watsco, Inc. At CE we proudly distribute industry leading brands such as Carrier, Bryant, Payne, GREE and other brands of HVAC and Refrigeration equipment, as well as a full-line of aftermarket parts, supplies and accessories. CE has approximately 200+ locations throughout 28 states, Puerto Rico, the Caribbean, Latin America, Mexico and Canada with over 2,000+ employees. Our vast footprint, inventory and e-Commerce platform allows us to provide our customers with best in class service when they need it and where they need it.
Carrier Enterprise is dedicated to providing Comfort Excellence to the HVAC/R industry. Our vision for Carrier Enterprise is simple...to become a world-class distribution company, and achieve differentiation through the relentless pursuit of service excellence. Our customers and our employees make the difference. We have vast opportunities at our stores, distribution centers, field offices, business units and Headquarter location. We embrace the diverse experiences, backgrounds, knowledge and ideas that make up our company culture. Those experiences only strengthen our teams and our business. From our retail locations to our e-Commerce and mobile platforms our team has the tools to help you grow your career at Carrier Enterprise. See where your drive will take you!
Find out more about CE at www.carrierenterprise.com.
Carrier Enterprise is an Equal Opportunity Employer. CE offers a competitive total pay (plus bonus on sales incentives) and benefits package inclusive of health, dental, vision, life insurance and 401(k).
Requirements

• Bachelor's degree in accounting or finance with 3-5 years of experience.

• Extensive direct experience with the responsibilities/duties listed above.

• Excellent computer skills in a Microsoft Windows environment, including Excel and Word.

• Excellent organizational and multitasking skills with a strong work ethic and emphasis on attention to detail.

• Excellent communication skills, both written and oral.

• Ability to maintain prominent level of confidentiality with regard to the information that is

• Ability to work independently while understanding the necessity for communicating and coordinating work efforts with other corporate team members and operational team members.

• Ability to work well under pressure and within short deadlines; and

• Ability to effectively prioritize and manage multiple tasks.