Job Description:
Job Description
This position is responsible for completing federal, state and local, and foreign corporate tax returns and calculating tax provisions and performing related financial statement activities for a multi-state, multi-national corporation. The position also serves as the primary person responsible for maintenance and utilization of tax technology.
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:
Core responsibilities include, but are not limited to the following:
- Prepare federal, state, and local income tax returns and supporting workpapers
- Prepare tax provision analyses
- Prepare tax payment calculations
- Update and maintain income tax technology and maintain income tax technology and support automation initatives
- Prepare periodic reconciliations of tax general ledger accounts
- Maintain tax calendar
- Assist with ongoing documentation, review and maintenance of tax policies and procedures, and internal controls
- Assist with special projects as needed
- Respond to tax notices
- Leverage and collaborate, where applicable, with external tax advisors and service providers
- Lead or participate in other cross-functional projects
- Occasional travel may be required
- Participate in other projects or duties.
SUPERVISORY RESPONSIBILITIES:
- N/A
KNOWLEDGE, SKILLS AND ABILITIES:
- Demonstrated ability to research and solve problems both independently and collaboratively in a team environment.
- Ability to communicate complex and technical tax information, as well as, present research findings effectively to both internal and external parties in oral and in written form.
- Ability to adhere to internal due dates, work under tight deadlines, handle multiple tasks concurrently and adapt to changing priorities
- Detail-oriented team player with strong analytical, organizational and interpersonal skills.
- Strong business acumen and technical skills
- Knowledge of US income tax rules and US GAAP
EDUCATION AND TRAINING:
- Bachelor’s Degree in Accounting or related field, specialized training or equivalent work experience required
- Advance degree or working toward an advanced degree in taxation preferred
- Minimum 3-7 years experience in a corporate tax department of a publicly traded multi-state, multi-national corporation or at a national public accounting firm required
- Experience with corporate tax software required
- Proficiency with Excel, Word and other Microsoft Office suite of products
- Experience with multistate corporate taxation required
- 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.
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.
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.