Tax Analyst III

Job Description:

This position is responsible for providing tax and legal expertise for our software products. Research and interpret tax and case law, statutes, regulations, and legislation and determine how it impacts Vertex products regarding the addition of new content or the maintenance of existing content. Structure standard and complex tax content within Vertex products in a manner consistent with system architecture and platforms. Perform quality assurance tasks following documented processes. Test standard tax content and functionality within Vertex products and internal databases.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

• Monitor and analyze legislative/regulatory activities utilizing research tools, information from third party providers and other sources of tax content and communicate accordingly to ensure our content is in regulatory compliance.

• Developing capability to interact and communicate effectively with internal/external customers and stakeholders

• Developing ability to stage basic tax content, (eg. rate changes, etc.) within Vertex products in a logical manner that is consistent with system architecture and platforms.

• Obtain rate and jurisdictional data from state and local jurisdictions.

• Maintain and input tax information by performing maintenance, which could include updates of tax rates, rules & forms

• Support customer support by answering questions pertaining to rates and rules, return issues, geocodes, enhancements or bugs via bug tracking software

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

• Identify, understand, and communicate changes in the tax law or regulations that would have an impact on Vertex products.
• Analyze tac changes to determine how it impacts existing data. Coordinate mailings and maintain jurisdictional information.

• Populate databases to support various types of testing

• Perform quality assurance tasks following documented processes

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

• 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 personal networks, participating in professional societies, developing and/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 required

SUPERVISORY RESPONSIBILITIES:

• N/A

KNOWLEDGE, SKILLS AND ABILITIES:

• Research and analytical skills required.
• Desire and ability to learn tax and technical information in a short period of time required.
• Ability to interact effectively with internal customers
• Developing capability to teach, develop, and train
• Developing capability to multi-task and prioritize to meet team goals, commitments and KPIs.
• Developing expertise in a specific tax field/industry
• Ability to work effectively in multi-jurisdictions/regions
• Ability to problem-solve.
• Understanding of tax information and the ability to formulate interpretations and how they apply to Vertex products required.
• Developing awareness of how customers would use Vertex products or equivalent product.
• Ability to work without supervision. Latitude for independent decision making.
• 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 listen and understand information and communicate the same.
• Strong communication skills (oral, written, presentation and facilitation).
• Must be results oriented, customer focused, and exhibit good interpersonal skills.
• Must possess strong organizational skills
• Proficiency in Microsoft Office packages is required.

EDUCATION AND TRAINING:

• Master or Bachelor 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.
• Three (3) plus years in a multi-jurisdictional environment with emphasis on Indirect Tax
• Experience with research tools a plus.
• Industry or consulting experience a plus.
• Experience with Vertex or other tax engines a plus.
• 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.