Job Description:
This position is responsible for supervising the Tax Research Group with day-to-day activities in efforts to maintain and develop tax products, including up-to-date, consistent, and accurate interpretations of tax statutes, regulations, and other compliance policies.
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:
- Provide guidance to those they lead on the creation and execution of their work assignments.
- Communicate status of team activities to project team and research management.
- Assist in setting deadlines, scope of projects, and assist in the review of work completed by the team.
- Identify, document, and implement new content standards and procedures.
- Ensure consistency of standards and procedures across product lines.
- Structure complex tax content within Vertex products in a logical manner that is consistent with system architecture and platforms.
- Understand and resolve complex customer issues and systems architecture to develop solutions.
- Monitor requirements and product changes and update processes accordingly.
- Represent Tax Research as a stakeholder in segment level product requirements and project planning activities.
- Ensure testing is performed to SSAE-16 and internal audit standards at all times.
- Lead by example; set and communicate high expectations, motivate self and others to achieve them.
- Own attainment of high employee satisfaction and retention; lead development of programs and initiatives within group to attain high employee satisfaction.
- Promote common goals and shared purpose among team members.
- Look for opportunities to improve work processes and activities by using business technology and other resources.
- Raise leadership awareness regarding appropriate resourcing of staff to achieve goals and objectives.
- Lead or participate in other operational, strategic, and complex projects or duties as assigned.
- Represent Vertex as a subject matter expert at product demonstrations, presentations, seminars, panels and webcasts if needed.
- Occasional travel required.
- Participate in other projects or duties.
SUPERVISORY RESPONSIBILITIES:
- Determine appropriate resourcing of staff in order to achieve goals and objectives.
- Coach employees on performance gaps, career development opportunities, and strategies.
- Mentor and coach employees on all human resource related processes including onboarding, performance management, employee relations, compensation and rewards.
- Recognize others’ contributions and share credit for success.
- Own attainment of high employee satisfaction and retention; lead development of program and initiatives within group to attain high employee satisfaction.
- Prepare and manage budget as assigned; analyzes variances and initiates corrective actions to maximize operational performance.
KNOWLEDGE, SKILLS AND ABILITIES:
- Proficiency in all aspects of tax compliance appropriate for the position.
- Strong quality assurance background.
- Strong leadership skills.
- Process oriented.
- Knowledge and understanding of content development and testing processes.
- Excellent presentation and facilitation skills.
EDUCATION AND TRAINING:
- Bachelor’s degree in Accounting, Taxation, Finance, or similar degree
- Five (5) plus years of experience in corporate indirect tax;
- With up to two years (2) plus years of leadership experience
- Experience with tax software is highly desirable.
- Experience with software testing processes and tools.
- 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.
What We Do
The Trusted Leader in Tax Technology.
We're Vertex (VERX). A pioneer in tax automation for more than 40 years. We proudly serve over 4,000 customers worldwide with distinction and provide comprehensive tax solutions that enable global businesses to transact, comply and grow with confidence.
Our collaborative, friendly culture is the foundation of everything we do and who we are. We're proud to be an employer guided by a common purpose by building trusted relationships at work, in business and in our communities. We strive to be a values-driven employer of choice who attracts, retains, and inspires talented professionals to achieve their full potential. We employ over 1,500 full-time professionals across three continents: US, Europe, and Brazil.
Our software, content, and services address the increasing complexities of global commerce and compliance by reducing friction, enhancing transparency and enabling greater confidence in meeting indirect tax obligations. As a result, our software is ubiquitous within our customers’ business systems, touching nearly every line item of every transaction that an enterprise can conduct. Our software is fueled by over 300 million data-driven effective tax rules and supports indirect tax compliance in more than 19,000 jurisdictions worldwide.
We partner with the world’s most respected companies and harness their strengths to deliver the best tax technology solution to businesses across the globe. We integrate with key technology partners that span ERP, CRM, procurement, billing, POS and e-commerce platforms. We also work closely with over 50 tax, accounting and consulting firms to provide the integrated tax technology solutions.
Why Work With Us
Vertex Inc. is a remote-first global organization that stands out for its commitment to innovation, collaborative culture, and focus on employee growth—our cutting-edge tax technology solutions power global commerce and creativity thrive. Join us to make a meaningful impact and advance your career in a supportive, dynamic workplace.