Tax/Document Coordinator

Primary Job Role

Maintains customer tax exemption status. Inputs tax exemption information. Removes tax exemption status from accounts with expired certificates. Sends updates to customers with expired exemption certificates.

Answers employee inquiries on sales tax exemption/ application policies. Assists with customer/ branch calls regarding account status.

Maintains Sales & Use Tax Manuals on the public drive, with information and updates to changes in sales tax by each state. Informing branch personnel with yearly updates. Review multiple reports from DBS and Sales Tax App.

Reviews invoices to determine if valid tax adjustment can be processed. Processes sales tax adjustments for invoices on customers account.

Reviews and inputs Notice to Owners with maintaining log information for each job. Processes Release of Liens from general email for incoming payments as well as all Notice to Owners filed. Processes Notice of Non-Payments for delinquent invoices.

Helps assist periodically with General Clerks in daily duties. Answering phones, creating cash accounts, emailing invoice copies to customers, monthly statements & scanning.

Handles Credit Card Fraud & Disputes. Gathers information from disputed transactions and submit to JP Morgan/Chase. Communicates directly with branch manager personnel to resolve.

Oversee and assist on credit card machine log by branch location. Troubleshooting with credit card & Certegy machines with any technical issues. Corresponds directly with credit card account rep at JP Morgan/Chase with updates.

Performs other duties as assigned.

Essential Job Competencies

Safety: fully supports, encourages and follows safe work behavior, and considers safety of paramount importance in the workplace.

Job Specific Skills: Demonstrates the required depth and mastery of knowledge and skill associated with the job as identified in the Learning Management System (LMS) and other applicable sources. Demonstrates the effective application of the job specific knowledge, skills and ability required to resolve job related challenges in the workplace. Refer to job specific training requirements for the job identified in the LMS.

Coaching and Mentoring: Inspires and empowers team members to excel, providing timely productive feedback and guidance to stretch beyond their comfort levels to achieve specific, measurable and challenging goals. Builds productive relationships with team members, conveying confidence and expressing genuine appreciation for team member contributions. Explains to team members the importance of the work they do.

Fostering Teamwork: Listens and responds constructively to other team members' ideas. Offers support for others' ideas and proposals. Is open with other team members about his/her concerns. Works for solutions that all team members can support.

Communication: Uses active listening skills, conveying information with the appropriate medium that is clear and easily understood. Uses feedback to verify effective and accurate communication has occurred. Ensures that others having a need to know are kept informed about developments, progress, problems and plans through consistent, effective communication. Avoids surprises.

Information Gathering: Checks all appropriate sources in identifying the information needed for analysis and decision making. Uses skillful methods in obtaining high quality relevant information. Checks work to ensure accuracy and completeness. Compares observations or finished work to what is expected to find inconsistencies. Clearly documents sources, and organizes the information according to the research needs.

Planning and Organizing: Creates realistic schedules and follows them. Evaluates progress against schedule and goal. Identifies the sequence of tasks and the resources needed to achieve a goal, and prioritizes key action steps. Anticipates the impacts / risks of actions. Seeks and uses others' input about critical actions, timelines, sequencing, scope, methodology, expected outcomes, and priorities. Adjusts plans based on input.

Customer Oriented: Demonstrates concern for satisfying external and/or internal customers. Responsive, quickly and effectively addresses customer concerns or problems. Assures customers he/she is willing to work with them to meet their needs. Presents a cheerful, positive manner with customers.

Adaptability: Adapts to changing business needs, conditions, and work responsibilities. Adapts approach, goals, and methods to achieve solutions and results in dynamic situations. Recovers quickly from setbacks, and finds alternative ways to reach goals or targets. Open to different and new ways of doing things; willing to modify one's preferred way of doing things.

In 1962, Ring Power Corporation became a full-line Caterpillar dealer in North Florida, and later expanded its authorized territory to include Central Florida.

Today, Ring Power Corporate headquarters in St. Augustine oversees the operations of 18 branch locations throughout the state of Florida, including large regional facilities in Tampa and Orlando and crane and forklift sales and service facilities in Pompano. Ring Power also has eight facilities outside of Florida - The Carolinas, Georgia, Texas & Tennessee- to serve the needs of other specialized industries and customers.

Ring Power Corporation has become one of the largest Caterpillar dealers in the Southeastern United States through dedication to the mission of customer service. In order to preserve the "Customers First" reputation that Ring Power was built on, we continually train our employees and work closely with our customers to assure complete satisfaction, especially after the sale.

Currently, more than 2,300 employees at 20+ locations throughout Florida and the United States work hard to provide the highest quality construction equipment, backed by responsive, professional service and support at every level.

Education and Experience

Formal Education High School diploma or GED

Experience 1-2 years

Required / Credentials

Able to easily and effectively comprehend written material and communicate orally and in writing with employees and customers.

Not Required but Highly Desired Criteria

Sales tax experience in a multi state environment is desired.

Organizational and multi-tasking skills.

Dedication to continuous learning and supporting customers and staff.

Self-motivation and ability to thrive in a fast-paced self-directed environment.

Proficient in Word, Excel, and Microsoft applications.

Updating of Knowledge

Job requirements occasionally change requiring re-training to stay current every 3-5 years.

Responsibility for Change, Innovation, Overall Improvement, and/or Effectiveness

Problem Solving Job requires problem solving ability, established examples / guidance are not always available.

Creativity Job requires some creativity to generate solutions or improve effectiveness within well-established boundaries.

Autonomy Job is regularly monitored to determine outcomes. Assignments allow some discretion in decision making and setting priorities within well-established parameters.

Working Environment

Stress Load Regular exposure to these stresses (20-80% of the time).

Workload Fluctuation Job involves occasional changes in priorities, complexity and/or quantity of work.

Work Schedule Work is routinely performed during regular business hours with rare exceptions.

Organizational Impact

A person's performance in this job has noticeable immediate impact on expense, efficiencies or achievement of overall department objectives.

Supervisory Responsibility

Job involves a first level leader, responsible for team members only - no subordinate Supervisors / Managers)

Physical Demands

"NA": Not Applicable

"O": Occasionally - (up to 3 hours/day)

"F": Frequently - (3-6 hours/day)

"C": Constantly - (6-8 hours/day)

Environmental Conditions

"NA": Not Applicable

"O": Occasionally - (up to 3 hours/day)

"F": Frequently - (3-6 hours/day)

"C": Constantly - (6-8 hours/day)

C: Inside conditions: Protection from weather but not necessarily from temperature change.
N/A: Outside environmental conditions: No effective protection from weather.
N/A: Extreme cold: Temperatures below 32 degrees for periods of more than one hour.
N/A: Extreme heat: Temperatures above 100 degrees for periods of more than one hour.
N/A: Noise: sufficient noise to cause the worker to shout to be heard above the ambient noise level
N/A: Vibration: Exposure to oscillating movements of the extremities of whole body.
N/A: Hazards: Includes a variety of physical conditions (i.e. proximity to moving mechanical parts, electrical current, working in high places, exposure to heat and/or chemicals.
N/A: Atmospheric conditions: One or more of the following conditions that affect the respiratory system or the skin: Fumes, odors, dust, mists, gases or poor ventilation.
N/A: Oils: There is air and/or skin exposure to oils and other cutting fluids.
N/A: Air particulates / contaminants: the worker is required to wear respirator.

RING POWER CORPORATION, INC. IS AN EQUAL OPPORTUNITY EMPLOYER