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.
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.
Skills Required
- Associate's degree in accounting, business, or related field
- 2-5 years of related experience in tax processing, accounting, or business
- Familiarity with standard tax compliance regulations for level 1-2 clients
- Proficient in Microsoft Excel
- Experience with Vertex Indirect Tax Returns (VITR) software
Vertex, Inc. Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vertex, Inc. and has not been reviewed or approved by Vertex, Inc..
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Leave & Time Off Breadth — Flexible time off, including unlimited vacation for some roles, paid volunteer time, bereavement leave, sabbaticals, and observed holidays is emphasized. Occasional company shutdowns further expand time-away options.
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Parental & Family Support — Benefits span paid parental leave, adoption assistance, childcare support, fertility benefits, and structured return-to-work programs. Backup care and daycare tuition discounts reinforce family-focused support.
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Retirement Support — A 401(k) with employer matching and immediate vesting anchors long-term savings. Profit sharing and defined contribution programs complement financial security offerings.
Vertex, Inc. Insights
What We Do
The Trusted Leader in Tax Technology. We're Vertex (VERX). A pioneer in tax automation for more than 45 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
Innovative, agile, and growth-minded professionals thrive at Vertex. Our remote-first culture offers flexibility and connection, while our focus on indirect tax technology and global expansion creates real impact. With leadership development and a strong emphasis on well-being, careers flourish here.
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