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Tax Compliance and Internal Audit Specialist at FinStrat Management

Role overview

Key facts

Other skills

  • Ability To Meet Deadlines
  • Communication
  • Analytical Skills
  • Adaptability
  • Time Management
  • Teamwork
  • Personal Integrity
  • Organizational Skills
  • Detail Oriented
  • Constructive Feedback
  • Social Skills
  • Problem Solving

About the company

FinStrat Management, Inc. logo

FinStrat Management, Inc.

Accounting

FinStrat Management provides accounting, finance and reporting services for B2B SaaS, investor backed companies, angels, family offices, RIAs, and VCs.

Company details

Company typeStartup
IndustryAccounting
Company size11 - 50

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Job description

The Role

We are seeking a detail-oriented professional with expertise in US payroll tax, sales tax, GAAP compliance, general accounting regulations, and internal audit support. This individual will be responsible for ensuring timely and accurate tax filings, managing employee tax data, staying updated on related US legislation, supporting internal audit readiness across all accounting and finance functions, and collaborating with internal teams to maintain compliance across payroll, sales tax, accounting, and audit functions. The ideal candidate will have experience navigating complex regulatory requirements, liaising with tax authorities, preparing audit documentation, and coordinating with the Internal Audit Manager.

Responsibilities

  • Ensure timely and accurate preparation and submission of payroll tax filings (e.g., Forms 941, 940, W-2, W-3), sales tax filings, and other regulatory filings across applicable jurisdictions.
  • Register for new payroll tax and sales tax accounts as needed due to business expansion or remote workforce coverage.
  • Reconcile payroll tax liabilities, sales tax obligations, and payments regularly, resolving discrepancies as needed.
  • Monitor and stay informed on changes in payroll tax legislation, sales tax laws, GAAP, and other accounting regulations, ensuring compliance.
  • Manage and maintain employee tax data, including tax jurisdictions and residency details.
  • Respond to tax notices and inquiries from authorities, coordinating resolutions with internal and external stakeholders.
  • Make outbound calls to federal, state, and local tax agencies to resolve filing discrepancies, confirm account status, request penalty abatements, and follow up on outstanding notices.
  • Collaborate with HR, Payroll, and Accounting teams to ensure accurate processing and reporting of wages, benefits, deductions, and taxes.
  • Assist in year-end tax processing, including W-2 distributions and final sales tax filings.
  • Recommend improvements and automation opportunities to enhance payroll tax, sales tax, and accounting compliance efficiency.
  • Support internal audit processes by preparing and organizing documentation, workpapers, and supporting schedules across accounting and finance functions for audit review.
  • Respond to internal audit inquiries by gathering and providing requested documentation across accounting, finance, and compliance functions.
  • Support the Internal Audit Manager in periodic compliance reviews across accounting and finance processes, identifying control gaps and preparing remediation recommendations.
  • Maintain organized audit trails across accounting and finance operations, including tax filings, payments, journal entries, and correspondence to ensure ongoing audit readiness.

Job Requirements

Professional background

  • Bachelor’s degree in Accounting, Finance, or a related field; CPP (Certified Payroll Professional) or similar certification a plus
  • 3+ years of experience in U.S. payroll and sales tax compliance, preferably in a multi-state environment; experience in BPO or outsourced accounting environments is strongly valued
  • In-depth knowledge of federal, state, and local payroll and sales tax regulations
  • Familiarity with payroll systems (e.g., ADP, Workday, Paychex, UKG) and tax reporting tools (Avalara, Anorak, TaxJar)
  • Strong analytical and reconciliation skills
  • Experience supporting internal audits, including preparation of workpapers and audit documentation; familiarity with internal control frameworks (e.g., COSO) is a plus
  • Familiarity with AI tools (e.g., ChatGPT, Claude, Copilot) and willingness to integrate AI into daily workflows for research, documentation, and process improvement

Spft skills

  • Professional working proficiency in English is required
  • Ability to handle multiple engagements simultaneously
  • Commitment and ability to meet critical business deadlines
  • Ability to handle confidential information with integrity
  • Self-starter with strong organizational skills
  • Exceptional attention to detail
  • Excellent research and problem-solving skills
  • Strong communication and social skills
  • Able to receive constructive feedback
  • Comfortable working in a dynamic environment
  • Willingness to work US business hours (EST/CST overlap) to coordinate with US-based team members

Education

  • Degree in Accounting / Finance, or requisite work experience


Benefits and Perks

  • Compensation commensurate with experience
  • Unlimited vacation
  • Ongoing education and training
  • Bonuses


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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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