The Finance Admin Assistant is dedicated to keeping Intelligent Technical Solutions compliant and ensuring finance administration runs smoothly. This position is key in supporting multi-state sales tax, commission processing, accounts payable, business licenses, entity filings, insurance, and lease records. Because the work is compliance-based, this role requires accuracy in every filing, payment, and record, while new sales tax nexus obligations call for careful, independent research. The ideal candidate is a highly motivated, detail-oriented self-starter who takes initiative, 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
- 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
- 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
- Sage Intacct
- ConnectWise Manage
- QuoteWerks
- US Based State and local tax department portals
- Microsoft 365, including advanced Excel
- 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)
- Computer: A working computer with a minimum of 8GB RAM and one of the following:
- Excellent command of the English language both spoken and written
- Able to work full time for 40 hrs. a week: 8:00 AM to 5:00 PM PST (Monday to Friday)
- Able to pass our online behavior and cognitive assessments.
- Preferably, at least two of the following certifications: CompTIA A+, CompTIA Network+, CompTIA Security+, 3cx Basic Certified Engineer.
- Able to provide NBI Clearance (for PH applicants).
Pay rate starts at $4.19/hour 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 (starts at 15 days per year)
- Maternity/Paternity Leave
- Paid US Holiday
- Night Shift Bonus
- Salary Advancement/Loan
- Health & Wellness Program
- Company-paid training and certification
Fraud Alert – Recruitment Scams
Intelligent Technical Solutions (ITS) has been made aware of fraudulent job postings and communications misrepresenting our company. Applicants are advised to exercise caution and apply only through official ITS channels.
- ITS does not request payment or financial information at any stage of the hiring process.
- Sensitive personal information (e.g., Social Security numbers) will not be requested prior to a formal offer.
- We have become aware of fake profiles on LinkedIn, Facebook, and other social media platforms impersonating our employees and falsely claiming to represent our company. Please exercise caution when interacting with these accounts.
- If you receive suspicious messages or requests, do not engage. Report them to [email protected].
- All verified job openings are posted here: https://www.itsasap.com/job-openings
PRE-RECORDED VIDEO INTERVIEW
Skills Required
- 1-2 years of accounting, tax, or compliance experience
- Strong attention to detail and accuracy
- Strong research skills, including interpreting state tax rules and official guidance
- Highly motivated self-starter with process-improvement initiative
- Strong Excel skills, including lookups, pivot tables, and reconciliations
- Clear written and verbal English communication skills
- Reliable high-speed internet
- Bachelor's degree in Accounting, Finance, or a related field
- US multi-state sales tax experience
- Managed services provider or IT services company experience
- Experience using AI tools for research and documentation
- Computer meeting the specified Windows or macOS requirements
- Internet connection with at least 25 Mbps download and upload speeds
- Noise-canceling headset, HD webcam, smartphone, second monitor, and suitable home-office equipment
- Ability to work full time, 40 hours weekly, from 8:00 AM to 5:00 PM PST Monday through Friday
- Ability to pass online behavior and cognitive assessments
- At least two of CompTIA A+, CompTIA Network+, CompTIA Security+, or 3CX Basic Certified Engineer certifications
- NBI Clearance for applicants in the Philippines
What We Do
Intelligent Technical Solutions is your trusted business partner for all IT support and IT consultancy in Chicago, Detroit, Las Vegas, Los Angeles, Phoenix, and San Francisco. Helping your business meet its goals is our top priority – it is what sustains and drives us. We use the next-generation security technology to help you stay protected and succeed by providing all the advantages of IT service and support while eliminating the high costs of managing IT in-house. Our service programs are designed and implemented based on a thorough inquiry and understanding of your unique business processes. Our devoted team of managed IT service engineers and support specialists monitor your networks and servers 24x7 with a proactive approach to managing your technology. Intelligent Technical Solutions: Helping businesses thrive by managing their technologies. We are growing! Be part of our team of cool, professional people. Check out our openings today: https://www.itsasap.com/job-openings
