Tax Analyst III

Job Description:

This position will work closely with state & local tax authorities, internal development team and your workgroup to implement monthly software updates to tax rates, reporting requirements, and returns in the Vertex® Indirect Tax Returns product. Structure tax content within Vertex products that support the accurate reporting of indirect tax on both paper and electronic tax returns. Test tax content and functionality within Vertex products and perform quality assurance tasks following documented processes. This role will appeal to a technical, detail oriented, creative thinker that enjoys problem solving and is interested in software/technology.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

• Research and analyze tax rate, reporting, and compliance changes from the taxing authorities.
• Determine how tax changes impact Vertex products regarding the addition of new content or the maintenance of existing content.
• Maintain and input tax information by performing maintenance, which could include updates of tax rates, reporting requirements & forms.
• Design and execute test scenarios in the product to ensure accuracy and functionality for a variety of taxpayers.
• Communication with state and local taxing authorities to obtain compliance requirements related to sales/use tax rates, paper, and electronic filing remittance.
• Validate electronic filing functionality and paper tax return layouts with taxing authorities to satisfy approval requirements.
• Brainstorm with the Development team on data and program solutions to achieve desired output in the product.
• Create technical specifications for Development team to support reporting and electronic filing requirements.
• Write content for the product’s user guides and other customer facing documentation.
• Troubleshoot, assess impact, and resolve customer issues.
• Complete work within the deadlines established for the monthly software update and project workplan.
• Communicate to workgroup and product team the compliance changes and impact to product.
• Support a dynamic environment at Vertex by collaborating with other departments, contributing time, effort, and ideas.
• Provide expertise and support for testing and implementing systems and/or process changes to support increased efficiencies.
• Lead complex projects and participate as a team member on projects.
• Represent Vertex as a subject matter expert at product demonstrations, presentations, or webcasts if needed.
• Lead or participate in other operational and strategic projects or duties as assigned.
• Occasional travel is possible but not required.

SUPERVISORY RESPONSIBILITIES:

• N/A

KNOWLEDGE, SKILLS AND ABILITIES:

• Must be results-driven, customer-focused and able to manage multiple projects simultaneously.
• Ability to multi-task and prioritize to meet team goals, commitments and KPIs.
• Ability to apply professional concepts, experience, and company objectives to perform an in-depth analysis of situations or data to resolve complex issues in creative ways.
• Ability to interact and communicate effectively with internal teams, external customers, and stakeholders.
• Ability to problem-solve.
• Must possess strong interpersonal, organizational, communication, and facilitation skills.
• Superior communication (oral, written, presentation and facilitation) skills.
• Exposure to a broad spectrum of taxes and jurisdictions.
• Ability to work without supervision. Latitude for independent decision making.
• Developing capability to be a SME in multiple tax fields.
• Developing knowledge of O, L & Q Series and VITR.
• Developing capability to facilitate information between Vertex and taxing authority.
• Developing capability to understand how customers would use Vertex products or equivalent products.

• Developing capability to coach, mentor, teach, develop, and train.

• Ability to listen and understand information and communicate the same.
• Developing capability to coach, mentor, teach, develop, and train.
• Proficiency in Microsoft Office packages is required.
• Sufficient knowledge of business communications.

EDUCATION AND TRAINING:

• Bachelor’s degree in accounting or other business discipline.
• Advanced degree or professional certification a plus. Equivalent experience may substitute for some portion of the education requirement.
• 4+ years in a business environment.
• Vertex product knowledge a plus.
• Relational database management system experience a plus.

OTHER QUALIFICATIONS:

The Winning Way behaviors that all Vertex employees need 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.