Job Description:
JOB SUMMARY:
This position is a critical individual contributor role on the tax research “human-in-the-loop” (HIL) team for our data and insights/AI product line. The position is responsible for analyzing, maintaining, and developing tax product content and categorizations. The position ensures accurate and current product classifications, performs audits and quality assurance testing of product content and classifications, and provides feedback using emerging and proprietary technologies.
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:
- Assess tax law impact on products and manage product content and categorization updates using proprietary technology.
- Analyze legislative and regulatory changes with research tools (e.g., CCH, Lexis-Nexis) to ensure product content compliance.
- Perform quality assurance testing of product content and categorizations, including customer product information, using data tools and auditing standards such as statistical sampling methods.
- Gather, prioritize, and address requests for application enhancements or defect resolution.
- Communicate the status of assigned activities to stakeholders and management.
- Identify and implement new content standards and procedures.
- Participate in product planning and requirement discussions as a subject matter expert.
- Participate in operational and strategic projects as assigned.
- Support a dynamic, agile environment and collaborate across departments.
- Enhance job knowledge through ongoing learning and professional development.
- Seek opportunities to improve processes using emerging technologies and business tools.
- Occasional travel may be required.
SUPERVISORY RESPONSIBILITIES:
- N/A
KNOWLEDGE, SKILLS AND ABILITIES:
- Strong analytical, prioritization, and multitasking skills.
- Excellent communication (oral, written, presentation, facilitation).
- Ability to interpret tax laws and apply them to Vertex products.
- Expertise in multiple tax fields/industries
- Experience in one or more Indirect Tax functional areas such as Indirect Tax Engine, Compliance, Audit, or Research.
- Exposure or experience with emerging technologies, including AI and AI prompting, is preferred.
- Results-oriented, customer-focused, and able to manage multiple high-impact projects.
- Proficiency in Microsoft Office.
- Experience or exposure to one or more data tools (Alteryx, Power BI, SQL, or others) preferred.
- Strong interpersonal skills and ability to collaborate effectively.
EDUCATION AND TRAINING:
- Bachelor’s degree in Accounting, Taxation, Finance, Data Science, or related field required.
- Advanced degrees/certifications (J.D., Masters in Taxation, MBA, CMI, CPA) preferred.
- 10+ years in a multi-jurisdictional environment with a focus on Indirect Tax.
- Experience with Vertex or similar tax engines is a plus.
- Industry or consulting experience in Indirect Tax required
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.
Top Skills
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.
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