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Vertex Inc. · 4 months ago

Tax Processing Associates & Specialists

United States

Full-time

Remote

Mid, Senior Level

$57K/yr - $74K/yr

6+ years exp

Vertex Inc. is a company that specializes in tax compliance solutions, and they are seeking Tax Processing Associates & Specialists to perform a wide range of sales and use tax compliance functions. The role involves preparing client tax returns, maintaining client relationships, and ensuring timely filing and accuracy of tax data.

ComplianceDocument ManagementSoftware

Responsibilities

Prepare Clients’ sales and use tax returns for the time sensitive SUT compliance cycle

Communicate frequently with Client contacts via phone and e-mail

Review Client tax data for accuracy, investigate questionable data and take corrective action when necessary

Properly format and import monthly tax data to Vertex Indirect Tax Returns software

Review and reconcile SUT returns using established best practices

Confirm Client approvals and process and requested revisions

Collaborate with other staff to complete the submissions returns and payments

Timely initiate electronic filings and payments

Prepare and maintain monthly client tax compliance reports

Track and respond to notices from taxing jurisdictions, ensuring proper documentation and timely resolution

Prepare and submit sales tax registrations on behalf of clients

Reconcile bank activity for assigned clients

Exercise significant and independent professional judgment to resolve more complex tax reporting problems

Participate in new client implementations and successfully transition clients to other staff members with appropriate training

Assist with special projects and new hire training

Lead or participate in projects or other duties to support the business

Ability to accommodate additional hours as needed during the monthly peak processing period, which is between the 5th and the 20th of each month

Returns volume supported expanding to approximate 600 returns per month within (6) months with moderate to complex client complexity

Assist with new client onboarding

Assist with new hire training

Work independently after (3) months

Participates in projects and performs other duties as assigned

Qualification

SalesUse tax complianceMulti-state tax softwareMicrosoft ExcelOrganizational skillsCommunication skillsCustomer focused mentalityTeam playerTime managementInterpersonal skills

Required

Bachelor's degree in accounting, finance or similar required

Six (6) plus years of sales & use tax compliance experience

Specific knowledge of multi-state tax preparing software and preparation of monthly SUT returns

Proficient in Microsoft Outlook, Word and Excel

Excellent oral and written communication skills and interpersonal skills

Must be detailed oriented and have strong organizational skills

Must be a self-starter, able to operate under minimum supervision

Demonstrate customer focused mentality, and be a team player

Must be able to adhere to tight monthly deadlines, with strong time management and organizational skills

Strong diplomacy skills are required

Ability to develop and apply professional concepts to resolve issues with moderate to significant scope

Exercise independent judgement on new projects or assignments

Possess strong interpersonal skills to build productive internal/external working relationships

Benefits

Vertex Bonus Plan (VOB)

Role-specific sales commission/bonus

Equity grants

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

1001-5000 employees