Sales Tax Exemption Specialist

Kforce has a client that is seeking a Sales Tax Exemption Specialist in Lakeland, FL. Key Responsibilities:

• Contact Oklahoma customers via phone, email, and other approved communication channels to request updated or missing sales tax exemption certificates
• Explain exemption certificate requirements and provide customers with instructions and documentation needed to complete submission requirements
• Track all outreach activities, customer responses, and exemption certificate status within designated systems and reporting tools
• Review submitted exemption certificates for completeness and escalate questions or exceptions to the Accounting team as needed
• Maintain organized electronic records of all customer communications and exemption documentation
• Conduct timely follow-up with customers who have not responded or who have submitted incomplete documentation
• Coordinate with Accounting, Finance, Customer Success, and other internal teams to resolve customer questions related to sales tax exemption requirements
• Prepare and maintain project status reports, including outreach metrics, response rates, and exemption certificate completion progress
• Identify accounts that require additional escalation to meet project deadlines and communicate risks to management
• Ensure customer information and tax documentation are handled in accordance with company confidentiality and record retention requirements
• Follow established accounting policies, tax documentation procedures, and internal controls
• Assist with other project-related tasks necessary to support the successful completion of the Oklahoma sales tax exemption initiative

Requirements:

• High School diploma/GED or equivalent required; Associate degree preferred
• Previous experience in customer service, collections, accounts receivable, administrative support, or tax documentation preferred
• Strong verbal and written communication skills
• Strong attention to detail and accuracy
• Excellent organizational and follow-up abilities
• Proficiency with Microsoft Outlook, Excel, and other business software applications
• Ability to manage a high volume of customer outreach and documentation requests
• Ability to work independently and meet project deadlines