Overview
We are seeking a methodical and detail-oriented Data & Sales Tax Administrator to manage USA customer data and sales tax compliance across our financial systems. In this role, you will proactively engage with US clients to secure up-to-date account details and exemption certificates, ensuring seamless data alignment between Business Central and AvaTax. This is an excellent opportunity for a proactive communicator with strong data management skills to thrive independently in a remote environment.
Schedule
Monday-Friday; 8:00 AM - 5:00 PM Eastern Time
Responsibilities
Primary focus – USA customer data & sales tax certificates
- Proactively contact all USA customers to request up-to-date account information and valid sales tax certificates (resale / exemption certificates).
- Track outreach systematically, follow up persistently on outstanding requests, and keep clear records of what has been received and what is still pending.
- Review certificates and customer details for validity and completeness.
- Accurately enter and verify this information in both Business Central and AvaTax, ensuring the two systems are consistent and correct.
- Flag discrepancies, expired certificates, or missing data to the Finance Manager.
Ongoing responsibilities
- Data checks and validation: Carry out routine checks to ensure financial and transactional data is complete, accurate, and correctly entered across systems.
- Data requests and logging: Request, gather, and log required data into Business Central and AvaTax, keeping records up to date.
- System tidy-up and maintenance: Assist with clean-up tasks across both the UK and US environments of Business Central — correcting inconsistencies, closing out items, and maintaining data integrity.
- Credit control cover: Assist with credit control queries that arise while the UK-based Credit Controller is out of office.
- General finance administration: Provide day-to-day administrative support to the Finance team as required.
Requirements
Essential Skills & Attributes
- Outstanding attention to detail and a commitment to accuracy in all work.
- Diligent and methodical — follows processes carefully, tracks tasks systematically, and chases items to completion.
- Confident, professional communicator — comfortable reaching out to customers by email, and by phone where needed, to request information.
- Strong Excel / spreadsheet skills for reconciling certificate data and tracking outreach progress.
- Strong data-entry and data-management skills.
- Comfortable working with finance / accounting systems; experience with Microsoft Dynamics 365 Business Central and / or Avalara AvaTax is a strong advantage.
- Excellent written and clear spoken English.
- Able to work independently during USA hours with minimal supervision.
- Organised, self-motivated, and able to prioritise across competing tasks.
Confidentiality & Data Protection This role involves handling sensitive customer and tax information. The successful candidate must:
- Treat all customer, financial, and tax data as strictly confidential.
- Be willing to sign a Non-Disclosure Agreement (NDA) and adhere to Group data protection policies.
- Follow secure data-handling practices when storing, transferring, and entering information.
Equipment & Working Environment
- Own a reliable computer that meets the requirements to run Business Central, AvaTax, and standard office software.
- Stable, high-speed internet connection — a backup connection and/or power source is strongly preferred to avoid interruptions.
- A quiet, professional home-office environment, and a headset for any customer calls.
Desirable
- Previous experience in finance administration, accounts, or credit control support.
- Familiarity with US sales tax, resale / exemption certificates, or VAT data handling.
- Experience working in a remote, multi-region team.
Independent Contractor Perks
- Permanent work from home
- Immediate hiring
- Health Insurance for eligible locations
Note
Please click the Apply button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.