42 applicants

Company

Vertex Inc. · 1 day ago

Lead Tax Analyst

United States

Full-time

Remote

Senior Level

5+ years exp

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Responsibilities

Determine how tax or rules impact Vertex products regarding the addition of new content or the maintenance of existing content.

Ability to interact and communicate effectively with internal/external customers and stakeholders

Identify, understand, and communicate changes in the tax law or regulations that would have an impact on Vertex products.

Monitor and analyze legislative/regulatory activities utilizing research tools from third party data providers, (such as CCH, Lexis-Nexis), and other sources of tax content and communicate/coordinate accordingly to ensure our content is in regulatory compliance.

Test complex tax content and functionality within Vertex products and internal databases.

Provide expertise and support for testing and implementing systems and/or process changes to support increased efficiencies or conformance with tax rules.

Demonstrated ability to stage moderately complex tax content (eg. category, QC, etc.), within Vertex products in a logical manner that is consistent with system architecture and platforms.

Populate databases to support various types of testing.

Contribute to the development of requirements and needs of the Tax Research organization as it relates to tax content. solutions, and functionality.

Understand and resolve complex customer issues and systems architecture to develop solutions.

Perform quality assurance tasks following documented processes.

Guide team members in the principles of agile, conducting agile ceremonies, and guiding teams towards continuous team improvement, (ex. functioning as an Agile Coach).

Work closely with peers in the Research Management Team to develop and implement cohesive plans to increase Vertex's capacity and capability pertaining to Vertex's tax needs.

Support a dynamic environment at Vertex, using agile methodologies, collaborating with other departments, contributing time, effort, and ideas.

Enhance job knowledge by attending education workshops; reviewing professional publications; establishing personal networks; participating in professional societies; developing an/or maintaining proficiency in the latest personal productivity tools is a plus, (ex. Alteryx, Power BI, etc.)

Lead or participate in other operational and strategic projects or duties as assigned.

Occasional travel may be required.

Qualification

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Tax expertiseResearch tools CCHResearch tools Lexis-NexisVertex products knowledgeQuality assuranceAgile methodologiesMicrosoft OfficeCompliance administrationJuris Doctorate (.)CPA certificationIndirect Tax experienceProject management

Required

Bachelor’s degree in Accounting, Taxation, Finance, data science or similar degree required.

5+ years in a multi-jurisdictional environment with emphasis in Indirect Tax

Strong experience with research tools such as CCH, Lexis-Nexis, RIA, BNA, etc.

Proficiency in Microsoft Office packages is required.

Ability to interact and communicate effectively with internal/external customers and stakeholders

Ability to apply professional concepts, experience and company objectives in order to perform an in-depth analysis of situations or data to resolve complex issues in creative ways.

Ability to problem-solve.

Strong communication (oral, written, presentation and facilitation) skills.

Must be results oriented, customer focused, and exhibit good interpersonal skills.

Ability to work without supervision. Latitude for independent decision making.

Ability to listen and understand information and communicate the same.

Preferred

Obtained or actively pursuing one or more of the following: Juris Doctorate (J.D.), masters in taxation, MBA, CMI, or CPA certification (active or inactive) preferred.

O Series certification preferred.

Industry or consulting experience a plus

Experience with Vertex or other tax engines a plus

Developing capability to teach, develop and train.

Developing capability in project management, estimation skills.

Developing expertise in multiple tax fields/industry.

Developing / ability for Compliance administration (Facilitate information between Vertex and Taxing Authorities).

Developing capability to influence and create awareness skills.

Company

Vertex Inc.

The rapid changes taking place in today’s global business, technology, and regulatory environments are having a compounding effect on the complexity of indirect tax management and putting more pressure on the corporate tax function than ever before.

Founded in 1978

King Of Prussia, Pennsylvania, USA

1,001-5,000 employees