Vertex Inc. · 1 week ago
Senior Tax Processing Specialist
United States
Full-time
Remote
Senior Level, Lead/Staff
$87K/yr - $112K/yr
8+ years expVertex Inc. is a company specializing in tax processing and compliance services. The Senior Tax Processing Associate is responsible for preparing and filing sales and use tax returns, mentoring junior staff, and improving client processes while ensuring compliance with tax regulations.
ComplianceDocument ManagementSoftware
Responsibilities
Prepare an average of 750+ sales and use tax returns monthly for level 3-4 clients, applying comprehensive compliance knowledge and best practices
Routinely implement new clients, including onboarding and establishing tax data files in various formats
Foster client relationships with regular communication, proactively suggesting process improvements and resolving complex issues
Transition clients to more junior staff and serve as a formal mentor to 4+ junior staff members
Develop training materials and lead peer coaching sessions to support staff development
Actively lead or participate in 1-3 MSO special teams, championing innovation and process improvements
Utilize technology, including Microsoft 365, Excel, and Vertex Indirect Tax Returns (VITR), to create or enhance efficiencies and automation tools
Review and reconcile client tax data for accuracy, investigate discrepancies, and take corrective action
Prepare and maintain monthly client summary reports and documentation
Initiate electronic filings and payments, collaborating with other staff to ensure timely submissions
Track and resolve notices from taxing jurisdictions, ensuring proper documentation and timely resolution
Exercise significant independent professional judgment to resolve complex tax reporting problems
Assist with the continuing development and documentation of internal processes and procedures
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
Required
Bachelor's degree in accounting, business, or a related field, or equivalent relevant experience
8–12 years of related experience in tax processing, accounting, or business
Prior mentoring or leadership experience required
IPT Sales Tax School (Course I and II) or equivalent certification required
Comprehensive knowledge of complex tax compliance issues for level 3-4 clients, with specialized expertise in 2+ areas
Proficient in Microsoft Excel, Microsoft 365, and Vertex Indirect Tax Returns (VITR)
Ability to utilize technology to create or enhance efficiencies and automation tools; recognized as an Innovation Champion
Excellent oral and written communication skills and interpersonal skills
Strong attention to detail, organizational skills, and ability to manage time and priorities effectively
Demonstrated ability to mentor, train, and coach junior staff
Experience successfully servicing large, complex client accounts and resolving complex client issues
Ability to work independently and exercise sound judgment in resolving complex issues
Customer-focused and results-oriented mindset
Willingness to lead and participate in special teams and process improvement initiatives
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
Yahoo Finance
2026-01-06
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