Vertex Inc. · 3 weeks ago
Tax Analyst IV
United States
Full-time
Remote
Mid, Senior Level
$75K/yr - $98K/yr
5+ years expVertex Inc. is a leading provider of tax technology and services, and they are seeking a Tax Analyst IV to provide tax and legal expertise for their software products. The role involves researching tax laws, structuring tax content within products, and ensuring compliance with regulatory standards.
ComplianceDocument ManagementSoftware
Responsibilities
Determine how categories, taxability, impositions, etc. 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 prompting rules
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
Required
Bachelor's degree in Accounting, Taxation, Finance, data science or similar degree
5+ years in a multi-jurisdictional environment with emphasis in Indirect Tax
Proficiency in Microsoft Office packages
Ability to interact and communicate effectively with internal/external customers and stakeholders
Ability to understand and resolve complex customer issues and systems architecture to develop solutions
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
Ability to utilize time management and effectively communicating competing priorities
Ability to work without supervision. Latitude for independent decision making
Ability to listen and understand information and communicate the same
Must be results oriented, customer focused, and exhibit good interpersonal skills
Taxonomy & Classification Expertise
Data Analysis & Mapping
Governance & Compliance
Attention to Detail
Communication & Collaboration
Problem-Solving & Critical Thinking
Developing capability to teach, develop and train
Developing capability to understand how customers would use Vertex products or equivalent tax solution product
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
Ability to guide team members in the principles of agile, conducting agile ceremonies, and guiding teams towards continuous team improvement
Ability to monitor and analyze legislative/regulatory activities utilizing research tools from third party data providers, and other sources of tax content and communicate/coordinate accordingly to ensure our content is in regulatory compliance
Ability to test complex tax content and functionality within Vertex products and internal databases
Ability to lead or participate in other operational and strategic projects or duties as assigned
Occasional travel may be required
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)
O Series certification
Industry or consulting experience
Strong experience with research tools such as CCH, Lexis-Nexis, RIA, BNA, etc
Experience with Vertex or other tax engines
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.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$345M2024-04-23Post Ipo Debt· $345M
2020-07-29IPO
Leadership Team
David DeStefano
Non Executive Chairman
Recent News
The Real Deal
2026-01-15
2026-01-06
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2026-01-06
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