Tax Specialist

Tax Specialist

About the Opportunity

A growing organization in the healthcare equipment industry is seeking a Tax Specialist to support its expanding finance team. This newly established position will play a key role in managing tax compliance activities and supporting treasury operations across multiple business entities.

The successful candidate will work closely with finance leadership on critical initiatives, including tax compliance, cash management, banking activities, and finance systems implementations. This role is ideal for a detail-oriented professional who enjoys working in a fast-paced environment with multiple priorities and deadlines.

This is a hybrid position located in Kansas City, MO.

Key Responsibilities

Tax Compliance

• Support sales and use tax compliance activities across multiple states and business entities.
• Assist with tax registrations, reconciliations, filings, and related reporting requirements.
• Prepare schedules and supporting documentation for federal, state, and local tax returns, including income and franchise tax filings.
• Coordinate with external tax advisors, auditors, and consultants to provide requested information and workpapers.
• Maintain tax filing calendars and monitor compliance deadlines across various jurisdictions.
• Research tax regulations and evaluate their impact on business operations.
• Stay informed of changes in tax legislation and support implementation of necessary compliance updates.

Treasury Operations

• Execute daily cash management activities, including account funding, cash positioning, and wire transfers.
• Support relationships with financial institutions and act as a primary contact for operational banking matters.
• Assist with banking transitions and treasury-related improvement initiatives.
• Prepare cash flow forecasts and analyze variances against projections.
• Reconcile bank and treasury accounts to ensure accuracy and completeness.
• Support the management of excess cash and investment activities in accordance with company guidelines.

Systems & Process Improvement

• Participate in finance systems and ERP implementation projects with a focus on tax and treasury functions.
• Support implementation and integration of tax automation solutions.
• Assist with configuration and testing of tax settings, banking integrations, and account structures within financial systems.
• Document tax and treasury procedures and maintain process documentation.

Reporting & Internal Controls

• Maintain records of tax filings, compliance activities, and related supporting documentation.
• Review tax return data and reconciliations for accuracy.
• Prepare treasury and cash management reports for finance leadership.
• Support internal control procedures related to treasury activities, including authorization and segregation of duties requirements.
• Assist with year-end tax-related reporting and closing activities.

Qualifications

Required

• High school diploma or equivalent.
• Minimum of 5 years of experience in tax compliance within public accounting or private industry.
• Experience supporting multi-state tax compliance requirements.
• Knowledge of sales and use tax regulations and filing requirements.
• Advanced proficiency with Microsoft Excel.
• Strong organizational skills and attention to detail.
• Ability to manage multiple projects and deadlines simultaneously.
• Excellent communication skills and comfort interacting with senior leadership and external partners.

Preferred

• Bachelor's degree in Accounting, Finance, Business, or a related field.
• CPA designation or progress toward CPA certification.
• Experience with banking operations, treasury management, or cash management functions.
• Background in healthcare, distribution, medical equipment, or similar industries.
• Experience working with ERP systems and tax automation software.
• Involvement in ERP implementation or system conversion projects.

Compensation & Benefits

Salary Range: $68,000 - $72,000 annually

Eligible employees may receive a comprehensive benefits package that includes:

• Medical, dental, and vision coverage
• Retirement savings plan with employer matching contributions
• Paid time off
• Disability coverage
• Supplemental insurance options, including accident, critical illness, and hospital indemnity plans
• Professional development and ongoing learning opportunities
• Collaborative and inclusive work environment focused on employee growth and success

Apply Today or reach out to Dylan Piekarski at dylanpiekarski@brewermorris.com!