Tax Associate

We are looking for a sharp, detail-oriented Tax Associate to manage daily loan billing, contract verification, and VFD tax receipt processing. Will act as the key gatekeeper between loan officers and our finance system, ensuring 100% accuracy in loan documentation and tax portal alignment.

KEY RESPONSIBILITIES

• Receipt Issuance: Check customer data, chassis numbers, and contract terms to issue accurate VFD tax receipts for approved loan contracts.
• Data Gatekeeping: Review loan application details before billing to catch and correct errors.
• System Security & Audit: Maintain organized digital logs for all loan invoices and receipt cancellations while ensuring strict password and system security.
• Cross Department Coordination: Work directly with loan officers and branch teams to ensure complete contract paperwork before issuing receipts
• Daily Loan & Receipt Reconciliation: Match issued VFD tax receipts against loan billing records and approved contracts to ensure all transactions are accurately captured in both the finance system and the tax portal.
• Error Resolution: Investigate and correct discrepancies between loan officer submissions, system invoices, and tax receipts, documenting adjustments for audit purposes.
• Cancellation Tracking: Reconcile cancelled receipts with system logs to confirm proper authorization and compliance with audit standards.