Tax Exemption Financial Analyst

Thomson Reuters

Lagunilla de Heredia-Costa Rica accounting-finance
Job Description

Vendor Exemption Certificates:

  • Preparation of vendor exemption certs on advice from Indirect Tax that TR as a customer should be tax exempt for particular products/services.

Customer Exemption Certificates:

  • New exemption certificates entered by OTC team to be:

    Reviewed for completeness & accuracy

    Validated against Indirect Tax advice/research to ensure customer account set up & tax treatment is correct

    Approved in the appropriate system

  • Work with Indirect Tax to record the exemption in the tax engine
  • Prepare exemption certificates for qualified businesses
  • Work with customer admin to resolve customer account set up issues


  • Understanding of tax regulations and nature of exemptions.
  • Understanding of rules for product and service-related exemptions.
  • Integrity to maintain consistent standard/requirements to determine validity of exemption certificates.
  • Strong IT skills (e.g. Microsoft Office, potential use of automation tools)
  • Excellent attention to detail
  • Strong organizational ability
  • Clear and effective communication skills
  • Ability to meet deadlines under pressure
  • Bachelor’s Degree in Accounting, Finance or related discipline (desirable but not essential)
  • Prior experience in Sales and Use Taxes (desirable but not essential)

At Thomson Reuters, we believe what we do matters. We are passionate about our work, inspired by the impact it has on our business and our customers. As a team, we believe in winning as one - collaborating to reach shared goals, and developing through challenging and meaningful experiences. With more than 25,000 employees in more than 100 countries, we work flexibly across boundaries and realize innovations that help shape industries around the world. Making this happen is a dynamic, evolving process, and we count on each employee to be a catalyst in driving our performance - and their own.

As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under country or local law. Thomson Reuters is proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace.

Intrigued by a challenge as large and fascinating as the world itself? Come join us.

To learn more about what we offer, please visit

More information about Thomson Reuters can be found on

Lagunilla de Heredia-Costa Rica