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. Structure standard and complex tax content within Vertex products in a manner consistent with system architecture and platforms.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

• Monitor and analyze legislative/regulatory activities utilizing research tools such as CCH, Lexis-Nexis, 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.

• 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:

• 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 wo 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

• Proficiency in Microsoft Office packages 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.

• O Series certification preferred

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

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

• Industry or consulting experience a plus.

• Experience with Vertex or other tax engines a plus

• Or equivalent combination of education and/or experience