Senior Tax Accountant

Job Description:

The Sr. Tax Accountant is an excellent opportunity for a candidate to bring valuable experience in State and Local Tax related matters, including preparing and filing Business Personal Property Tax Returns using PTMS, as well as utilizing Vertex for Sales and Use Tax compliance, reconciliation, and reporting, and tax payments. This role exercises independent judgment, drives process improvements, serves as a primary point of contact for internal and external stakeholders, and supports audits and tax planning initiatives. The position plays a critical role in ensuring compliance, managing risk, and enhancing operational efficiency across the tax function.

PROPERTY TAX

• Lead the preparation, review, and filing of Business Personal Property Tax returns using PTMS software, ensuring accuracy, completeness, and timeliness
• Oversee data integrity by identifying, troubleshooting, and resolving data import and system-of-record issues
• Review and reconcile Notices of Value, determine appeal strategies, and prepare and file informal and formal appeals when warranted
• Direct the processing and remittance of property tax payments and ensure compliance with jurisdictional requirements
• Serve as a subject matter expert on property tax matters, providing guidance to internal teams and responding to complex technical questions
• Act as a primary liaison with taxing authorities, auditors, and external service providers
• Lead property tax audit support efforts, including documentation review, issue resolution, and audit response strategy

SALES TAX

• Provide tax audit support upon request
• Provide advanced technical support to internal stakeholders on sales tax matters
• Research and interpret sales tax law changes using RIA Checkpoint / Thomson Reuters, translating findings into practical business guidance
• Assess the impact of tax law changes and communicate risks, opportunities, and recommendations to management
• Contribute to and lead special projects, including process enhancements and system improvements
• Special projects as requested

EDUCATION and EXPERIENCE

• Bachelor’s degree in Accounting or Finance with 6-8 years of relevant work experience OR Associate’s degree in Accounting with 7-9 years of relevant work experience
• CPA, MBA a plus – not required
• Experience with PTMS software is a plus
• Experience with Vertex is required
• Excellent Math skills including strong analytical and problem-solving abilities with attention to detail
• Proficiency with 10-key is a plus
• Leasing Industry experience a plus
• Prior Public Accounting experience and/or Large Corporation experience (revenue over $1B) desired
• Intermediate Excel skills including Pivot Tables, Lookups, and Formulas
• Experience using Access is a plus
• Experience with on-line tax and accounting research tools, such as Thompson Reuter’s products (Checkpoint, RIA etc.) familiar research

CORE VALUES

At Wheels, we believe in fostering a culture that is built on our Core Values and Guiding Principles. We cultivate a culture of excellence and innovation by upholding these values, driving our collective success and growth.

• Integrity – Always act with integrity and honesty.
• One Team – Treat others with dignity and respect; act as a cohesive, inclusive and accountable team that is making a difference.
• Innovation – Drive continuous improvement, spark creativity and embrace next generation thinking.
• Customer Success – Ensure that customer and driver success is at the heart of everything we do.

CULTURAL ATTRIBUTES

At Wheels, our culture guides us how we work every day, and we look for team members who show these behaviors:

• Discipline Drives Quality – Plan the Trip: Think proactively, hold a high bar, follow through by leveraging experience and systems. To produce quality outcomes, we must be intentional and deliberate in everything we do, from big bets to daily execution.
• Intellectually Curious – Fuel Your Minds: Be bold, challenge assumptions, think differently, look outside the box. Strive to unlock your own thinking and create new possibilities.
• Commit and Deliver – Own It: Take responsibility for your work, from start to finish, and be accountable for the results. Think and act like an owner of the business.
• Relationships Matter – Share the Ride: Trust is central, both with key internal and external stakeholders. Relationships are not a side effect of work but a driver of success.

JOB SPECIFICATIONS, PHYSICAL DEMANDS and WORK ENVIRONMENT

• Work Environment: This position can sit in Schaumburg, Ill or Alpharetta, GA and operates in a professional office environment.
• Positions Type/Standard Schedule: This is a full-time, Monday and Friday 8a-5p position; hybrid (3 days in office – Tue-Thurs),
• Travel: No Travel required for this position
• Physical Demands: Speak, hear, and see, and to use hand and fingers for computer keyboard and phone. Sit or stand for extended periods of time. Reach above head to pull paper attachments.

DISCLAIMER

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Our Benefits

Wheels recognizes benefits are a significant part of your employee experience, and we've created a robust benefits package that is market-leading, competitive offerings so you and your family can receive outstanding care. Please click here for an overview of the benefits available to you and your family.

Pay Range:

$79,100-$110,800

The base salary range for this position is listed above. This position is eligible to participate in the annual incentive plan which is based on company performance and individual performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience, education, certifications, skill level and expertise, and may vary from the amounts listed here.

EEO Statement
 

Wheels is a Drug-Free Workplace. All employment is contingent on successful completion of drug and background screening.

Wheels is an equal opportunity affirmative action employer and administers all personnel practices without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, marital status or domestic partnership status, disability, protected veteran status or military status, genetic information, or any other category protected under applicable law. Wheels is committed to taking affirmative steps to promote the employment and advancement of minorities, women, persons with disabilities and protected veterans.