Tax Analyst

Job Description:

This position is responsible for researching and interpreting tax and case law and learning how it impacts Vertex products regarding the addition of new content or the maintenance of existing content. Structure standard tax content within Vertex products in a logical manner that is consistent with system architecture and platforms. Design and perform quality assurance tasks following documented processes. Test standard tax content and functionality within Vertex products and internal databases.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

• Maintain and update tax content by performing regular tax research reviews, which could include updates of tax rates, rules & forms. E-commerce industry as a main area of focus. 

• Identify, understand and communicate changes in the tax law or regulations that would have an impact on Vertex products.

• Developing strong communication and interpersonal skills to engage effectively with internal and external customers and stakeholders.

• Monitor and analyse legislative activities and court decisions utilizing research tools and information from third party data providers and other sources of tax content and communicate accordingly to ensure our content is in regulatory compliance.

• Design, develop, and implement comprehensive testing strategies for indirect tax systems and solutions, ensuring alignment with tax and business requirements.

• Collaborate with cross-functional teams to define tax-related test scenarios, create detailed test plans and scripts, and ensure full coverage of tax logic and rules.

• 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 may be required.

SUPERVISORY RESPONSIBILITIES:

• N/A

KNOWLEDGE, SKILLS AND ABILITIES:

• Maintain and update tax content by performing regular tax research reviews, which could include updates of tax rates, rules & forms. E-commerce industry as a main area of focus. 

•  Identify, understand and communicate changes in the tax law or regulations that would have an impact on Vertex products.

• Developing strong communication and interpersonal skills to engage effectively with internal and external customers and stakeholders.

• Maintain and update tax content by performing regular tax research reviews, which could include updates of tax rates, rules & forms. E-commerce industry as a main area of focus. 

• Identify, understand and communicate changes in the tax law or regulations that would have an impact on Vertex products.

• Developing strong communication and interpersonal skills to engage effectively with internal and external customers and stakeholders.  

• Strong communication skills, (oral, written, presentation, and facilitation).

• Developing awareness of multi-tasking and creating awareness skills.

• Developing awareness of problem-solving.

• Developing awareness of how customers would use Vertex products or equivalent product.

• Developing awareness to work effectively in multi-jurisdictions/regions.

• Developing awareness to interact effectively with internal customers.

• Ability to develop and apply professional concepts to resolve issues with limited to moderate scope.

• Ability to participate in internal/external working relationships.

• Ability to listen and understand information and communicate the same.

• Must possess strong organizational skills.

• Must be results oriented, customer focused, and exhibit good interpersonal skills.

• Proficiency in Microsoft Office packages and used to work with Jira software. Familiarity with pre-production and production testing environments.

EDUCATION AND TRAINING:

• Bachelor’s degree in Accounting, Taxation, Law, Finance or similar degree required.

• 2-4  years multi-jurisdictional experience with emphasis on Indirect Tax in the area of e-commerce.

• Experience with tax research tools and testing. 

• Experience in e-commerce industry a plus. 

• Experience with Vertex or other tax engines a plus.

• Or equivalent combination of education and/or experience.

Other Qualifications
The Winning Way behaviours 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.