Associate/ Senior Associate

Company Overview

Valueonshore Advisors is an international business advisory firm specializing in governance, accounting, finance, technology, and operations. With a broad range of functional and industry expertise, we partner with our clients to implement solutions across the transaction and business lifecycle.

Since its inception, Valueonshore Advisors has built an impressive roster of clients across the country, attracted top talent, expanded its geographic footprint, and grown over the last 14 years to become the premier advisory firm it is today.

Our team of over 300 experienced professionals provides customized solutions and relevant industry insights to clients across various growth stages, including Fortune 500 companies, large conglomerates, mid- market companies, and start-ups.

The Role

We are seeking a detail-oriented and proactive Senior Revenue Accountant who thrives in a dynamic SaaS environment. You will oversee our clients invoicing, accounts receivable management and collections, GAAP revenue recognition, sales tax nexus determination, state sales tax enablement, sales tax remittance and reporting, and foreign operation registrations.

Responsibilities

Invoicing

● Create and send client invoices ensuring correct item classification for SaaS KPI reporting and ASC606 GAAP revenue recognition.

● Utilizing Maxio or G sheets record, analyze, and post revenue recognition and SaaS KPI metrics such as Ending ARR, New, Expansion, Churn, and Contraction ARR, Net RR, Logo Retention, and CAC

AR Collections

● On a regular basis, 2-3 times a week or more as needed, monitor the accounting system bank feeds to post customer payments to the correct client invoice.

● Review aging accounts receivable and send past due notices and reminders where appropriate

Sales Tax Management

● In coordination with the CFO assigned to a given client, monitor sales by state to determine if Sales Tax Nexus has been established.

● For states where Nexus has been established, enroll in the particular state for sales tax, enable systems and processes to collect sales tax, and oversee the filing of required state reports and remittance of sales tax

Registration of Foreign Operations

● For any given client, monitor employment activities to determine if a client needs to register or withdraw as a Foreign Operation or Entity in a given state.

● Where indicated, register or withdraw a client from a given state

Manage State Level Annual Reporting

● In any given state where a client is required to file an annual report to remain active in that state, take appropriate action.

Job Description: US Sales Tax & Revenue Accountant

Preferred Qualifications

● Bachelor's degree in Accounting, Finance, or a related field.

● 3+ years of experience in SaaS revenue and KPI reporting and Sales Tax administration and

management

● Strong understanding of GAAP, sales tax, and general ledger processes,

● Proficiency with accounting, sales tax, and state registration software (e.g., QuickBooks, Maxio, G

sheets, TaxJar, Avalara, InCorp)

● Excellent attention to detail, organization, and communication skills.