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We are looking for a meticulous and organized Credit Clerk to join our team on a long-term contract basis. In this role, you will be responsible for managing customer tax and credit documentation, ensuring compliance, and supporting efficient account setup. This position offers an excellent opportunity to work in a collaborative and detail-focused environment in Oak Brook, Illinois.
Job Responsibility:
Collect and organize customer tax documents, including resale and tax-exempt certificates, ensuring compliance with company policies
Track and resolve gaps in tax documentation, such as expired or missing certificates
Maintain audit-ready records for platforms like Vertex and respond to state tax audit requests
Communicate with customers to obtain required tax and credit forms, verifying the accuracy of submitted information
Collaborate with internal teams such as Sales, Customer Service, and Credit Analysts to address account-related inquiries
Assist in verifying and updating information in internal systems, ensuring data accuracy
Provide thorough responses to credit references and documentation inquiries
Handle sensitive customer and financial information with confidentiality and integrity
Requirements:
Minimum of 2 years of experience in credit or tax-related roles
Strong proficiency in Microsoft Excel for data management and analysis
Familiarity with Vertex Sales & Use Tax or similar compliance platforms
Ability to perform detailed analysis and resolve discrepancies in tax and credit documentation
Experience with monthly sales tax processes and audit requirements
Excellent communication skills to interact professionally with customers and internal teams
High level of attention to detail and organizational skills
Demonstrated ability to work effectively in a collaborative team environment
What we offer:
medical, vision, dental, and life and disability insurance