Consultant, Exemption Certificate Solutions

Ryan is a leading tax services firm, and they are seeking an Exemption Certificate Solutions Consultant to manage sales and use tax exemption certificate processes for their clients. The role involves consulting with clients, utilizing ControlPoint software for certificate management, and ensuring compliance with exemption certificate laws.ResponsibilitiesCreate a positive team member experienceConsults and advises clients on exemption certificate requirements and necessary remediation steps. Corresponds with Ryan client customers regarding various exemption certificates mattersUtilizes ControlPoint software for retrieval and evaluation of exemption certificatesIntegration of ControlPoint technology into client processesControlPoint training for clients as neededEnsures effective onboard process for new exemption certificate outsource clientsDevelops and implements continuous process improvements regarding exemption certificate collections, validations and reporting. Prepares end to end exemption certificate collection, validation, and reporting process narratives and diagrams showing the compliance process flowEvaluates jurisdictional statutes and determines validity of exemption certificateStrong communication and people skills required to convey conclusions and decisions to clients with finesse and professionalism. Corresponds with Ryan clients to explain the status of exemption certificates (e.g., valid, missing, wrong form, no signature, no registration number)Generates daily, weekly, monthly, and annual reports on exemption certificate review activityDemonstrates sound understanding and knowledge of multi-state sales and use tax exemption certificate lawsPerforms exemption certificate requirements researchPrepares and updates agendas for client and team status callsProvides support for client billingsOther duties as requestedSkillsBachelor's Degree or equivalent, and up to 3 years of government compliance experienceIn lieu of a Bachelor's Degree, the position requires 10 years of experience with government compliance related mattersIntermediate skills in Microsoft® Word, Excel, and familiarity with PowerPoint, Outlook; and Internet navigation and researchValid driver's license requiredBenefitsHybrid Work OptionsAward-Winning CultureGenerous Personal Time Off (PTO) Benefits14-Weeks of 100% Paid Leave for New Parents (Adoption Included)Monthly Gym Membership Reimbursement OR Gym Equipment ReimbursementBenefits Eligibility Effective Day One401K with Employer MatchTuition Reimbursement After One Year of ServiceFertility Assistance ProgramFour-Week Company-Paid Sabbatical Eligibility After Five Years of ServiceCompany OverviewRyan is a tax services, software, and technology firm that offers tax solutions to help companies manage and improve their tax functions. It was founded in 1991, and is headquartered in Dallas, Texas, USA, with a workforce of 5001-10000 employees. Its website is http://ryan.com.



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