Finance Admin Assistant (Permanent WFH)

Job Description

The  Finance Admin Assistant

 keeps Intelligent Technical Solutions compliant and its finance administration running smoothly. This role supports multi-state sales tax, commission processing, accounts payable, business licenses, entity filings, insurance, and lease records. Because the work is compliance based, accuracy matters on every filing, payment and record, and new sales tax nexus obligations call for careful, independent research. The ideal candidate is a highly motivated, detail-oriented self-starter who finds work without being told, holds themselves to a high standard, and is always looking for a better way to get the work done.

Job Responsibilities

• Prepare, file and pay sales tax returns across multiple states and local jurisdictions (including IL, MI, NV, WA, AZ, FL, TX, CA and San Francisco) accurately and on time
• Research nexus, registration, rates and product taxability when the company reaches a new sales tax nexus, and set up tax codes for clients in ConnectWise
• Support use tax, B&O tax and personal property tax compliance, including assessments and payments
• Process monthly commissions for Client Success, Outside Sales, employees, third parties and channel partners, including QuoteWerks MRR/NRR conversions and paid invoice data pulls
• Support accounts payable processing in Sage Intacct, including bill entry, vendor setup and refunds
• Maintain business license and permit registrations and renewals, and prepare business filings and entity documentation through the CSC portal
• Track leases, utilities, insurance policies and certificate of insurance (COI) requests, and monitor renewal and 90-day notice deadlines
• Work the Finance Admin service board, triaging and resolving tickets within agreed turnaround times
• Keep trackers, the filing calendar and the Finance Admin Reference Guide accurate and up to date
• Find work without being assigned it, and suggest or build improvements to Finance Admin processes

Job Qualifications

• Bachelor’s degree in Accounting, Finance or a related field preferred
• 1-2 year of accounting, tax or compliance experience required; US sales tax experience preferred
• Strong attention to detail and a high personal standard for accuracy, since the work is compliance based
• Strong research skills, with the ability to find, read and apply state tax rules and official guidance on your own
• Highly motivated self-starter who finds work without being told and looks for ways to improve processes
• Strong Excel skills (lookups, pivot tables, reconciliations)
• Clear written and verbal English communication skills
• Reliable high-speed internet required
• Dual-monitor workstation preferred

Preferred Qualifications

• Experience with US multi-state sales tax filing or nexus research
• Background in a managed services provider (MSP) or IT services company
• Experience using AI tools to speed up research and documentation

Tools & Technology Used

• Sage Intacct
• ConnectWise Manage
• QuoteWerks
• US Based State and local tax department portals
• Microsoft 365, including advanced Excel

Job Requirements

• A home office set up that meets the following:
• Computer: A working computer with a minimum of 8GB RAM and one of the following:
• Windows 11 with an Intel i5 or i7 (8th generation or newer), or
• AMD Ryzen 5 or 7 (2000 series or newer), or
• macOS 12 or newer.
• Internet: Stable internet connection with at least 25 Mbps download and upload speeds.
• Audio Equipment: A quality headset with a noise-cancellation feature for meetings.
• Mobile Device: A smartphone capable of installing the Microsoft Authenticator app.
• Webcam: An HD webcam for video calls.
• 2nd Monitor
• UPS (Uninterruptible Power Supply) if using a desktop (Not needed if using a laptop)
• A very strong cultural fit the ITS way (Our core values will be discussed during the interview)
• Excellent command of the English language both spoken and written
• Able to work full time 40 hours a week - 10:00AM to 7:00PM, Pacific Standard Time (PST) from Monday to Friday.
• Able to pass our online behavior and cognitive assessments.
• Able to provide NBI Clearance (for PH applicants).

Compensation

Pay rate starts at  Php 43,400.00

and may vary by experience and location.

Benefits

• Comprehensive Health Plans / HMO (Employee & Dependent/s)
• Life Insurance
• Flexible Benefit Reimbursement (Dental/Vision/Mental Health/Wellness/Government Contributions)
• Paid Time Off…