Vertex Inc. · 5 days ago
Tax Research Analyst
United States
Full-time
Remote
Mid, Senior Level
$75K/yr - $98K/yr
5+ years expVertex Inc. is seeking a Tax Research Analyst who will leverage expertise in tax mapping and industry-specific taxation to research and structure tax content for their products. The role involves analyzing regulatory changes, collaborating with cross-functional teams, and ensuring compliance with tax laws while providing clear research support.
ComplianceDocument ManagementSoftware
Responsibilities
Analyze and interpret how categories, taxability, and regulatory changes impact Vertex products, ensuring accurate content updates and compliance
Communicate effectively with internal and external stakeholders to address tax law changes and customer needs
Monitor and analyze processes, focusing on the impact on customers; re-evaluate items as necessary and collaborate with the Tax Research team to resolve issues related to taxability when items do not function as expected
Test and support the implementation of tax content and process changes, contributing to quality assurance and operational efficiency
Collaborate with cross-functional teams—including Product Management, Engineering, and Tax Research—to achieve organizational objectives
Professional Development to support Vertex Objectives may be necessary
Qualification
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
Proficiency in Microsoft Office packages is required
Taxonomy & Classification Expertise
Understanding of taxonomy structures, hierarchical classification, and metadata standards
Experience with category mapping and harmonization across multiple systems
Strong analytical skills for interpreting data relationships and mapping categories accurately
Familiarity with data normalization and enrichment techniques
Knowledge of data governance principles, standards, and best practices
Ability to ensure compliance with internal and external classification guidelines
High level of accuracy in mapping and validating categories
Ability to identify inconsistencies and resolve classification conflicts
Strong written and verbal communication skills for documenting taxonomy rules and guidelines
Ability to work cross-functionally with data stewards, governance teams, and business units
Strong communication (oral, written, presentation and facilitation) skills
Ability to troubleshoot mapping issues and propose solutions
Comfortable working with ambiguous or incomplete data sets
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
Must be results oriented, customer focused, and exhibit good interpersonal skills
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
Developing the ability to lead projects
Industry or consulting experience a plus
Strong experience with research tools such as CCH, Lexis-Nexis, RIA, BNA, etc
Experience with Vertex or other tax engines a plus
Or equivalent combination of education and/or experience
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
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