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Vertex Inc. · 2 days ago

Tax Processing Specialists - SUT Compliance

Klamath Falls, OR

Full-time

Onsite

Mid, Senior Level

$65K/yr - $85K/yr

5+ years exp

Vertex Inc. is a company specializing in tax compliance solutions, and they are seeking a Tax Processing Specialist to prepare and file sales and use tax returns for level 2-3 clients. The role involves implementing new clients, fostering client relationships, mentoring junior staff, and contributing to process improvements.

ComplianceDocument ManagementSoftware

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

Qualification

Tax compliance knowledgeVITR softwareRobotic Process Automation (RPA)Microsoft ExcelAlteryxCommunication skillsOrganizational skillsMentoring skillsCustomer-focused mindset

Required

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

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

Proficient in Microsoft Excel

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

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

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

Preferred

VITR experience preferred

Experience with VITR software preferred

IPT Business Tax Basics course or equivalent recommended

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