Job Description:
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:
· Prepare an average of 600+ sales and use tax returns monthly for level 1-2 clients, using established best practices and compliance standards.
· Communicate regularly with clients via phone and email to address questions, provide updates, and maintain strong relationships.
· Review client tax data for accuracy, investigate discrepancies, and take corrective action as needed.
· Format and import monthly tax data into Vertex Indirect Tax Returns (VITR) software; experience with VITR is a plus.
· Initiate and process electronic filings and payments, ensuring timely submission. · Provide support for online filings, payments, and notices, including responding to tax authority communications.
· Collaborate with senior TPS staff to resolve complex issues and support higher-level filings.
· Maintain and update client tax compliance reports and documentation.
· Participate in structured mentoring and begin peer support activities.
· Accommodate additional work hours during peak monthly processing periods (typically the 5th–20th of each month).
· Perform other duties and participate in projects as assigned.
SUPERVISORY RESPONSIBILITIES:
· This position does not have direct supervisory responsibilities.
· May provide informal peer support and guidance as part of structured mentoring activities.
KNOWLEDGE, SKILLS AND ABILITIES:
· Familiarity with standard tax compliance regulations for level 1-2 clients.
· Proficient in Microsoft Excel and other Microsoft tools; experience with VITR software is a plus.
· Strong attention to detail, organizational skills, and ability to manage time and priorities effectively.
· Excellent oral and written communication skills.
· Customer-focused and results-oriented mindset.
· Ability to work independently on routine tasks and collaboratively within a team.
· Sound judgment and problem-solving skills.
· Willingness to receive mentoring and begin supporting peers.
EDUCATION AND TRAINING:
·Associate’s degree in accounting, business, or a related field, or equivalent relevant experience. 2–5 years of related experience in tax processing, accounting, or business. No certifications required; tax-related certifications are encouraged.
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.
Pay Transparency Statement:
Base pay offered to new hires may vary based upon factors including relevant industry and job-related skills and experience, geographic location, and business needs.* The range displayed does not encompass the full potential of the role, which allows for further growth and career progression.
In addition, as a part of our total compensation package, this role may be eligible for the Vertex Bonus Plan (VOB), a role-specific sales commission/bonus, and/or equity grants.
Learn more about Life at Vertex and connect with your recruiter for more details regarding Vertex's compensation and benefit programs.
*In no case will your pay fall below applicable local minimum wage requirements.