Specialist 1, Sales Tax
Vertiv Co
Mandaluyong, Manila
15d ago

JOB SUMMARY & RESPONSIBILITIES : Responsible for the review of Liebert North America sales orders to ensure proper sales tax is invoiced and to ensure compliance with state and local sales tax laws.

Assist in coaching other sales tax team members and in collaborating to reach an agreement before contacting the Liebert tax department in Columbus, Ohio. Functional Expertise

  • Review daily electronic sales orders to verify sales tax compliance and release off tax hold (LNA and Alber Orders).
  • Collect appropriate documentation for non-taxable orders before invoicing to reduce the flow of After Invoice Adjustments.
  • Perform analysis and configuration of sales tax on taxable orders.
  • Primarily responsible for all orders with the threshold of $0 - $20,000.
  • Maintain the Customer Exemption electronic data base.
  • Reviews the daily tax hold list report to ensure orders are released on time for shipment.
  • Research sales tax laws to ensure proper compliance and documentation.
  • Maintain accurate support files for sales.
  • Review / Originate of After Invoice Adjustments (CN, N, R, and G orders).
  • Assist in special projects as they arise for credits from state returns for additional sales taxes paid in error on orders.
  • Assists in renewal of Liebert business registration with all US states.
  • Assist customers in determining taxable and non-taxable items on purchase orders per each state’s laws.
  • Customer Commitment

  • Identifies customer needs through communication and probing.
  • Creates solutions to customer problems. Provide sound recommendations to their queries. Provides resolution the first time.
  • Assists customers in handling, servicing, follow-up, communication and closure of issues.
  • Completes workload on time. Monitors if transactions are processed in a timely manner.
  • Implements error-proofing method to ensure all transactions done are accurately.
  • Participates in conferences calls, meetings and discussions with customers.
  • Adheres to shift schedules and attendance expectations to ensure consistent support to customers and a balanced workload for peers.
  • Coordinates with other teams / support to complete the request of customers.
  • Maintain a balance between corporate policy / procedures and the customer's needs. This includes providing an exceptional level of customer service to all internal customers (i.
  • e. sales and credit team).

  • Substantial customer and representative contact to verify order status and secure correct documentation.
  • Perform self-check on orders released from tax hold to ensure it is error-free prior to invoicing.
  • Internal Communication

  • Records and submits periodic and / or quarterly transaction records, log sheets and / or trackers.
  • Plans, executes and manages own workload and projects in cooperation with line leaders.
  • Participates in team meetings. Huddles and information cascades.
  • Assists the accounts receivable department with sales tax issues as needed.
  • Respond to tax hold inquiries from sales representatives and order entry management team.
  • Assists in any reporting activity or duly assigned task by immediate supervisor as needed, or in fulfillment of and in relation to essential functions.
  • Continuous Improvement

  • Identifies problems areas and sources, offers possible solutions and escalates to line leaders / seniors when necessary.
  • Completes personal individual development plan and implements agreed training / development activities.
  • Completes performance report for personal development.
  • Team Support and Development

  • Actively participates in team activities and initiatives.
  • Fulfil other reasonable duties and projects as required.
  • Serves as back-up for next level similar or related function for business continuity.
  • Assists in planning, organizing and coordinating team activities to ensure employee engagement.
  • Bachelor’s Degree of any 4-year course preferably with Customer Service or Sales experience in a technical and / or manufacturing environment
  • Two years of relevant accounting experience
  • Willingness to work on permanent night shift
  • Ability to maintain a positive working relationship
  • Ability to absorb information and apply the learning in the next opportunity
  • Open to coaching and feedback
  • Adaptable and flexible in the needs of the business
  • Ability to learn the laws governing sales and use tax in all states
  • Office background or accounting experience
  • Good customer relation skills
  • Excellent communication skills
  • Strong organizational skills
  • Knowledge of Liebert policies and procedures
  • Knowledge of Microsoft office programs in particular Excel Spreadsheet
  • Knowledge of Liebert’s Cullinet and SMS System
  • Basic accounting skills
  • About Vertiv

    At Vertiv, we offer the stability of a global leader in a growing industry and the opportunity of a startup.

    We design, manufacture and service the mission-critical infrastructure technologies for vital applications in data centers, communication networks and commercial and industrial environments.

    With $4.4 billion in sales, a strong customer base and global reach in nearly 70 countries, our move to establish a standalone business enables us to deliver greater value to our customers and create new opportunities for our people.

    Whether you’re an established professional looking for a career change, an undergraduate student exploring options or recently received your MBA degree, you’ll find a variety of opportunities at Vertiv.

    Explore them now and join our team of 19,000 employees in making the future of our customers’ business possible.

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