About defi SOLUTIONS:
It’s an exciting time to join defi!
defi SOLUTIONS partners with captives, banks, credit unions, and finance companies of all types and sizes to allow lenders to focus and transform their operations.
The company’s comprehensive suite of originations, servicing, and analytics solutions together with technology-enabled processing services creates a flexible, configurable, and scalable platform that addresses lenders and borrowers ever-evolving needs.
defi SOLUTIONS combines the expertise of defi SOLUTIONS and the former Sagent Auto Lending with the backing of Warburg Pincus, Bain Capital Ventures and Fiserv.
Position Purpose:
As a Tax Analyst, you will be responsible for the processing of all property tax bills associated with the auto loan and lending business and for processing property tax rendition filings and abatements.
Essential functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
Enhance productivity and streamline processing to achieve at least 10% improvement year over year.
Ability to create and follow policy and procedures 100% of the time.
Meet bill payment deadlines and follow-up on citation payments with clients
Attention to various state and other jurisdiction deadlines and processes to prevent penalties
Process and pay bills on behalf of multiple clients for property tax and parking tickets
Handle the rendition filing process for all required states
Process fulfillment requests (i.
e.
customers requesting copies of property tax, paid citations etc.
)
Process abatements, refund checks to lessees and check requests for clients
Handle requests for research if customers are disputing charges.
Contact the appropriate taxing jurisdictions, if needed
Assist in the preparation of various items within appropriate timelines
**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.
Required education and experience:
Bachelor’s Degree in Accounting or Finance related field or equivalent experience
Minimum of 3-5 years basic accounting/ accounts payable experience required
Minimum 3 years experience with property and sales tax as it relates to vehicle leases
Additional eligibility requirements:
Understanding of automotive leasing sales tax, ability to research and understand sales tax requirements and applicability to client portfolios
Ability to research mainframe system manuals to determine set up requirements and changes needed to support taxing requirements and payment allocations
Strong written and verbal communications, comfortable with making recommendations to our clients and supporting decision rationale
Provide guidance and manage workflow for tax staff to ensure all filings are accurate and completed within time deadlines to ensure financial penalties are not assessed
Dependable self-starter
Proficiency in MS Windows based environment with intermediate proficiency with MS Excel software required
Must be able to work in a fast-paced environment with daily work processing deadlines
Strong Data entry/keyboarding skills required
Excellent organizational, time management, follow through, research and problem-solving skills required
Excellent verbal and written communication skills
Excellent phone and customer service skills
Ability to work effectively independently with minor supervision
Reconciliation and finance support.
Responsible to help reconcile daily balances for cash accounts.
Ability to participate effectively in a team atmosphere
Travel required:
Less than 5% travel
Affirmative Action/EEO statement:
defi SOLUTIONS is an Equal Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.