Tax Processing Team

The Tax Processing Specialist (TPS) is an individual contributor responsible for preparing and filing sales and use tax returns for level 2-3 clients, ensuring accuracy and compliance with complex tax regulations. This role requires independent implementation of new clients, entities, and data files, as well as active participation in MSO special teams. The TPS fosters strong client relationships through regular communication, improves operational efficiency through process refinement, and serves as a trainer and mentor to junior staff members.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

· Prepare an average of 700+ sales and use tax returns monthly for level 2-3 clients, applying in-depth compliance knowledge and best practices.

· Independently implement new clients, entities, and data files, ensuring seamless onboarding and transition.

· Foster client relationships with regular communication, addressing inquiries and providing proactive support.

· Transition clients to more junior staff and serve as a trainer/mentor to 1-3 staff members.

· Actively participate in 1-3 MSO special teams, contributing to process improvements and business initiatives.

· Provide support for online filings, payments, and notices, including responding to tax authority communications for senior TPS staff as needed.

· Review client tax data for accuracy, investigate discrepancies, and take corrective action.

· Format and import monthly tax data into Vertex Indirect Tax Returns (VITR) software; VITR experience preferred.

· Utilize technologies such as RPA and Alteryx to enhance process efficiency.

· Prepare and maintain monthly client tax compliance reports and documentation.

· Exercise significant independent professional judgment to resolve complex tax reporting problems.

· Accommodate additional work hours during peak monthly processing periods (typically the 5th–20th of each month).

· Perform other duties and participate in projects as assigned.

SUPERVISORY RESPONSIBILITIES:

· This position does not have direct supervisory responsibilities.

· Provides mentoring and peer coaching to 1-3 junior staff members.

KNOWLEDGE, SKILLS AND ABILITIES:

· In-depth knowledge of tax compliance regulations for level 2-3 clients, with specialization in 1-2 areas.

· Proficient in Microsoft Excel; experience with VITR software preferred.

· Exposure to technologies such as Robotic Process Automation (RPA) and Alteryx.

· Excellent oral and written communication skills and interpersonal skills.

· Strong attention to detail, organizational skills, and ability to manage time and priorities effectively.

· Ability to work independently and exercise sound judgment in resolving complex issues.

· Customer-focused and results-oriented mindset.

· Demonstrated ability to mentor and coach junior staff.

· Ability to build productive internal and external working relationships.

· Willingness to participate in special teams and process improvement initiatives.

EDUCATION AND TRAINING:

· Bachelor’s degree in accounting, business, or a related field, or equivalent relevant experience.

· 5–8 years of related experience in tax processing, accounting, or business.

· IPT Business Tax Basics course or equivalent recommended.

The E-Invoicing Project Manager will play an integral role in managing and overseeing the seamless execution of global e-invoicing programs. This position entails end-to-end ownership of project control, milestone tracking, governance reporting, and ensuring visibility across diverse stakeholders. The ideal candidate will bring exceptional leadership capabilities combined with a proven track record in e-invoicing program management, streamline invoicing processes, and achieve operational excellence.

• Develop and maintain comprehensive project plans.

• Monitor program progress and proactively identify risks, challenges, and dependencies to mitigate any obstacles effectively.

• Coordinate with cross-functional teams to ensure project deliverables align with overall business objectives.

• Create a detailed milestone tracker to monitor critical phases of e-invoicing program implementation globally.

• Ensure all stakeholders are informed of project timelines and key milestones to maintain accountability.

• Facilitate regular updates to ensure milestones are achieved in accordance with predefined schedules and standards.

• Prepare and deliver governance reports that provide a comprehensive view of program status to senior management and other stakeholders.

• Establish best practices for reporting and documentation to maintain transparency.

• Act as the central point of communication for all stakeholders involved in e-invoicing functions and operations, ensuring alignment and collaboration.

• Host regular status meetings, workshops, and presentations to provide updates and address stakeholder concerns.

• Facilitate feedback loops and maintain strong relationships with internal teams.

• Bachelor's degree in Business Administration, Project Management, Finance, or a related field. A Master's degree is preferred.

• Minimum of 5 years of experience in global e-invoicing program management or similar roles.

• Strong understanding of e-invoicing frameworks, compliance regulations, and regional requirements.

• Proficiency in project management tools and methodologies (e.g., Agile, Waterfall).

• Exceptional organizational and time-management skills to handle complex projects across multiple geographies.

• Excellent communication and interpersonal skills, with a demonstrated ability to engage stakeholders effectively.

• Advanced proficiency in Microsoft Excel, PowerPoint, Confluence, Jira and other reporting tools.

• Experience in creating and managing action item trackers and global status reports.

• Ability to work comfortably in a fast-paced, dynamic environment with competing priorities.

• Analytical skills to evaluate program performance and propose data-driven improvements.

• Detail-oriented: Ensures all aspects of program management adhere to the highest standards.

• Collaborative: Fosters a culture of teamwork and open communication among diverse stakeholders.

• Adaptable: Thrives in a global environment, handling changes and challenges with resilience.

• Innovative: Utilizes creative approaches to overcome obstacles and improve project outcomes.

• Accountable: Takes ownership of projects and drives them to successful completion.

Other Qualifications
The Winning Way behaviors that all Vertex employees need in order to meet the expectations of each other, our customers, and our partners.

• Communicate with Clarity - Be clear, concise and actionable. Be relentlessly constructive. Seek and provide meaningful feedback.

• Act with Urgency - Adopt an agile mentality - frequent iterations, improved speed, resilience. 80/20 rule – better is the enemy of done. Don’t spend hours when minutes are enough.

• Work with Purpose - Exhibit a “We Can” mindset. Results outweigh effort. Everyone understands how their role contributes. Set aside personal objectives for team results.

• Drive to Decision - Cut the swirl with defined deadlines and decision points. Be clear on individual accountability and decision authority. Guided by a commitment to and accountability for customer outcomes.

• Own the Outcome - Defined milestones, commitments and intended results. Assess your work in context, if you’re unsure, ask. Demonstrate unwavering support for decisions.

COMMENTS:

The above statements are intended to describe the general nature and level of work being performed by individuals in this position. Other functions may be assigned, and management retains the right to add or change the duties at any time.

Base pay offered to new hires may vary based upon factors including relevant industry and job-related skills and experience, geographic location, and business needs.* The range displayed does not encompass the full potential of the role, which allows for further growth and career progression.

In addition, as a part of our total compensation package, this role may be eligible for the Vertex Bonus Plan (VOB), a role-specific sales commission/bonus, and/or equity grants.

Learn more about Life at Vertex and connect with your recruiter for more details regarding Vertex's compensation and benefit programs.

*In no case will your pay fall below applicable local minimum wage requirements.