Tax Processing Specialist

Job Description: Tax Processing Specialist Prepare 700+ sales and use tax returns monthly for level 2-3 clients, applying in-depth compliance knowledge and independent professional judgment to resolve complex tax reporting issues accurately and on time. Independently implement new clients, entities, and data files; ensure seamless onboarding and transition; review client tax data for accuracy, investigate discrepancies, and take corrective action. Foster strong client relationships through regular communication, proactive support, and timely response to inquiries; provide support for online filings, payments, and tax authority notice responses. Format and import monthly tax data into Vertex Indirect Tax Returns (VITR) software; prepare and maintain monthly client tax compliance reports and documentation. Utilize automation and data processing technologies, including Robotic Process Automation (RPA) and Alteryx, to enhance process efficiency and operational accuracy. Serve as trainer and mentor to 1-3 junior staff members; actively participate in 1-3 MSO special teams, contributing to process improvements and business initiatives. Accommodate additional work hours during peak monthly processing periods, typically the 5th through the 20th of each month.

Exposure to Robotic Process Automation (RPA) tools and/or Alteryx for data processing and workflow automation. Completion of the IPT Business Tax Basics course or equivalent professional development in indirect tax compliance. Experience participating in cross-functional process improvement initiatives or special project teams. Equivalent combination of education, training, and relevant professional experience accepted in lieu of a formal degree. Vertex Values: Together We Win We're building a team of people who are passionate about making an impact for our customers and committed to how that impact is achieved. Our values define the behaviors, mindset, and culture that make Vertex a great place to grow and do meaningful work. Play to Win or We Don't Play If we choose to do something, we're choosing to do it because we plan to win. That mindset raises our bar on product quality, customer outcomes, and how we show up for one another. Work As a Team, Putting the Customer At the Core Our customers are our true north. Whatever your role, ask: how will this help a customer succeed today? We earn trust through outcomes, not promises. Achieve Excellence With Integrity, Speed, and Agility The market isn't slowing down. We'll move faster, adapt quickly, and never compromise on doing things the right way — for teammates, customers, and partners. Innovate Boldly With a Growth Mindset Progress demands smart risk. We'll try new approaches, learn fast, and keep pushing the boundaries — especially where AI can remove friction and unlock value. Communicate with Care, Candor and Transparency Honest, constructive conversations make us better. Let's speak plainly about what's working and what isn't and help each other improve. 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. Vertex Values: Together We Win We're building a team of people who are passionate about making an impact for our customers and committed to how that impact is achieved. Our values define the behaviors, mindset, and culture that make Vertex a great place to grow and do meaningful work. Play to Win or We Don't Play If we choose to do something, we're choosing to do it because we plan to win. That mindset raises our bar on product quality, customer outcomes, and how we show up for one another. Work As a Team, Putting the Customer At the Core Our customers are our true north. Whatever your role, ask: how will this help a customer succeed today? We earn trust through outcomes, not promises. Achieve Excellence With Integrity, Speed, and Agility The market isn't slowing down. We'll move faster, adapt quickly, and never compromise on doing things the right way — for teammates, customers, and partners. Innovate Boldly With a Growth Mindset Progress demands smart risk. We'll try new approaches, learn fast, and keep pushing the boundaries — especially where AI can remove friction and unlock value. Communicate with Care, Candor and Transparency Honest, constructive conversations make us better. Let's speak plainly about what's working and what isn't and help each other improve.