Short-Term Tax Compliance Auditor

Discover your 100% YOU with MicroSourcing!

Position: Short-Term Tax Compliance Auditor
Location: Metro Manila
Work setup & shift: Remote | Day Shift

Term: 2 months

Why join MicroSourcing?

You'll have:

• Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time-off with cash conversion, group life insurance, and performance bonuses
• A Collaborative Spirit: Contribute to a positive and engaging work environment by participating in company-sponsored events and activities.
• Work-Life Harmony: Enjoy the balance between work and life that suits you with flexible work arrangements.
• Career Growth: Take advantage of opportunities for continuous learning and career advancement.
• Inclusive Teamwork: Be part of a team that celebrates diversity and fosters an inclusive culture.

What You'll Do:

We are seeking a detail oriented, short-term Tax Compliance Auditor to support our sales tax exemption compliance efforts. This role is responsible for auditing vendor and customer tax records, verifying the validity of resale/exemption certificates, confirming taxpayer exemption status through state resources, and communicating directly with customers regarding certificate deficiencies. This is a project-based role expected to last approximately 8 weeks, with the possibility of extension based on business needs.

• Retrieve resale/exemption certificates for assigned accounts from Avalara (CertCapture or equivalent exemption certificate management system).
• Review each certificate to ensure it meets the issuing state's specific requirements (correct form type, complete signatures, valid dates, correct taxpayer ID/EIN, accurate business description, and proper state-specific fields).
• Verify that certificates are fully and correctly completed; identify and document any missing, incomplete, expired, or non-compliant information.
• Look up and validate the customer's taxpayer ID/sales tax permit number on the applicable state Department of Revenue (or equivalent) website to confirm the account remains active and tax-exempt.
• Identify accounts where the certificate is invalid, expired, incomplete, or the taxpayer ID no longer shows as exempt/active.
• Utilize approved, standardized email templates to notify customers of certificate deficiencies and explain that their account will be (or has been) moved to taxable status until a valid, updated resale certificate is received.
• Contact customers by phone as a secondary or escalated outreach method when email communication does not result in a timely response, or when phone contact is otherwise required to resolve the issue.
• Maintain a professional, courteous, and clear tone in all customer communications (phone and email), accurately explaining the reason for the tax status change and the steps needed to resolve it.
• Update the ERP system with detailed, timestamped notes for every account reviewed, including: certificate status, verification results, taxpayer ID lookup results, communication attempts (phone/email), and the date/reason the account's tax status was changed (exempt to taxable).
• Track and organize all reviewed accounts to ensure no duplication of outreach and to provide status updates/reporting to management as needed.
• Escalate unresolved or complex certificate issues to the Account Services Manager as appropriate.
• Maintain confidentiality and accuracy of all customer and vendor tax records handled during the audit process.
• Strong attention to detail and ability to identify discrepancies or incomplete documentation.
• Comfortable navigating state government websites to verify taxpayer/permit information.
• Excellent written and verbal communication skills; comfortable making outbound customer calls.
• Strong organizational skills with the ability to manage a high volume of accounts within a set timeframe.
• Ability to work independently while following established templates, scripts, and escalation procedures.
• Employment Type: Short-Term / Temporary
• Duration: 8 weeks
• Schedule: Monday-Friday 8AM-5PM
• Location: Remote
• Reports To: Account Services Manager
• Access to Avalara certificate management system.
• Standardized email templates for customer notifications regarding certificate deficiencies.
• Access to company ERP system for account notes and tax status updates.
• List of state Department of Revenue/taxation websites for taxpayer ID verification.
• Training on internal audit checklist and escalation procedures.

What You'll Need:

1. Strong Attention to Detail and Audit Accuracy

• Ability to thoroughly review resale/exemption certificates.
• Identify missing, expired, incomplete, or non-compliant information.
• Ensure certificates meet state-specific tax requirements.

2. Experience with Tax Exemption/Resale Certificates and Compliance Review

• Knowledge of resale certificates, exemption certificates, taxpayer IDs, EINs, and sales tax compliance.
• Understanding of state-specific tax documentation requirements.

3. Ability to Verify Taxpayer Information Through State Websites

• Comfortable navigating state Department of Revenue websites.
• Ability to validate sales tax permit numbers and taxpayer exemption status.

4. Strong Written and Verbal Customer Communication Skills

• Professional email communication regarding certificate deficiencies.
• Comfortable making outbound follow-up calls to customers.
• Ability to clearly explain tax status changes and required corrective actions.

5. Strong Organization and Documentation Skills

• Ability to manage a high volume of accounts within strict timelines.
• Maintain detailed ERP notes and audit records.
• Track outreach efforts and prevent duplicate contact attempts.

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About MicroSourcing

With over 9,000 professionals across 13 delivery centers, MicroSourcing is the pioneer and largest offshore provider of managed services in the Philippines.

Our commitment to 100% YOU

MicroSourcing firmly believes that our company's strength lies in our people's diversity and talent. We are proud to foster an inclusive culture that embraces individuals of all races, genders, ethnicities, abilities, and backgrounds. We provide space for everyone, embracing different perspectives, and making room for opportunities for each individual to thrive.

At MicroSourcing, equality is not merely a slogan – it's our commitment. Our way of life. Here, we don't just accept your unique authentic self - we celebrate it, valuing every individual's contribution to our collective success and growth. Join us in celebrating YOU and your 100%!

For more information, visit https://www.microsourcing.com/

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