Senior Lead Tax Analyst

Job Description:

This position is responsible for providing tax and legal expertise for our software products.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

• Monitor and analyze legislative/regulatory activities utilizing research tools from third party providers, (such as CCH, Lexis-Nexis), and other sources of tax content and communicate/coordinate accordingly to ensure our content is in regulatory compliance.

• Monitor requirements and product changes and update processes accordingly.

• Gather, prioritize, and respond to internal/external customers defect and enhancement requests on tools.

• Determine how tax or rules impact organizational products regarding the addition of new content or the maintenance of existing content.

• Perform quality assurance tasks following documented processes.

• Analyze, review, test, and respond to stories and customer requests for data related architecture issues.

• Ability to stage complex tax content, (eg. situs, STH's, QC's, multiple impositions, etc.) within Vertex products in a logical manner that is consistent with system architecture and platforms.

• Populate databases to support various types of testing.

• Support a dynamic environment at Vertex, using agile methodologies, collaborating with other departments, contributing time, effort, and ideas.

• Enhance job knowledge by attending educational workshops; reviewing professional publications; establishing person networks; participating in professional societies; developing an/or maintain proficiency in the latest personal productivity tools is a plus, (ex. Alteryx, Power BI, etc.)

• Represent Vertex as a subject matter expert at product demonstrations, presentations, seminars, panels, and webcasts if needed.

• Setting deadlines, defining scope of projects, assist in the review of work completed by the team, raise awareness of roadblocks, and accountable for the teams deliverables. (ex.

• Functioning as a Product Owner)

• Look for opportunities to improve work processes and activities by using business technology and other resources

• Lead complex projects and participate as a team member on projects.

• Develop, direct, and be accountable for plans for improving team performance.

• Review, analyze, gather, and interpret tax laws, regulations, ordinances, case law, and literatures. Create and/or review requirements and specifications.

• Provide guidance to those that they lead on the creation and execution of their work assignments.

• Contribute to the development of requirements and needs of the Tax Research organization as it relates to tax content, solutions, and functionality.

• Occasional travel may be required.

SUPERVISORY RESPONSIBILITIES:

• N/A

KNOWLEDGE, SKILLS AND ABILITIES:

• Ability to apply professional concepts, experience, and company objectives to perform an in-depth analysis of situations or date to resolve complex issues in creative ways.

• Ability to prioritize and multi-task projects with individuals from various areas of the company.

• Strong communication skills, (oral, written, presentation and facilitation).

• Ability to teach, develop, and train staff.

• Capability in project management, estimation skills.

• Expertise In multiple tax field/industry.

• Developing capability of effectively managing teams.

• Must be results oriented, customer focused and able to manage multiple high-visibility or high-impact projects simultaneously.

• Ability to co-present at product demonstrations, seminars, panels and webcasts.

• Developing / ability for Compliance administration (Facilitate information between Vertex and Taxing Authorities).

• Ability to work with minimal direct supervision. Wide latitude for decision making.

• Must be results oriented, customer focused and able to manage multiple projects simultaneously.

• Ability to understand how customers would use Vertex products or equivalent tax solution product.

• Ability to interpret tax laws and regulations and determine how they apply to Vertex products.

• Strong communication skills (oral, written, presentation and facilitation).

• Must be results oriented, customer focused, and exhibit good interpersonal skills.

• Proficiency in Microsoft Office applications is required.

• Ability to listen and understand information and communicate the same.

• Capability to influence and create awareness skills.

• Ability to utilize time management and effectively communicating competing priorities.

• Knowledge and understanding of content development and testing processes.

• Recognize others’ contributions and share credit for success.

• Must be resulted oriented, customer focused, and exhibit good interpersonal skills

• Ability to listen and understand information and communicate the same

• Proficiency in Microsoft Office applications is required.

EDUCATION AND TRAINING:

• Bachelor’s degree in Accounting, Taxation, Finance, data science, or similar degree required.

• 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.

• Experience with software testing processes and tools.

• Demonstrated ability to lead projects

• Certifications from recognized institutions that provide certifications, e.g. Certified Public

• Accountant/Charter Accountant, Project Management

• Strong experience with research tools such as CCH, Lexis-Nexis, BNA, RIA, etc.

• 8+ years in a multi-jurisdictional environment with emphasis on Indirect Tax

• Experience with Vertex or other tax engines a plus.

• Industry or consulting experience required.

• Or equivalent combination of education and/or experience

Other Qualifications
The Winning Way behaviors that all Vertex employees need in order to meet the expectations of each other, our customers, and our partners.

• Communicate with Clarity - Be clear, concise and actionable. Be relentlessly constructive. Seek and provide meaningful feedback.

• Act with Urgency - Adopt an agile mentality - frequent iterations, improved speed, resilience. 80/20 rule – better is the enemy of done. Don’t spend hours when minutes are enough.

• Work with Purpose - Exhibit a “We Can” mindset. Results outweigh effort. Everyone understands how their role contributes. Set aside personal objectives for team results.

• Drive to Decision - Cut the swirl with defined deadlines and decision points. Be clear on individual accountability and decision authority. Guided by a commitment to and accountability for customer outcomes.

• Own the Outcome - Defined milestones, commitments and intended results. Assess your work in context, if you’re unsure, ask. Demonstrate unwavering support for decisions.

COMMENTS:

The above statements are intended to describe the general nature and level of work being performed by individuals in this position. Other functions may be assigned, and management retains the right to add or change the duties at any time.