Field Consultant Principal

Vertex, Inc.; Pennsylvania; Hybrid; USD 158,000 - 205,000; Full time

Job summary

Vertex, Inc. is seeking a senior Field Consultant Principal to own all phases of Vertex Tax Technology implementations.

You will serve as Project Lead and Manager across multiple client engagements, guiding design, configuration, testing, and knowledge transfer while mentoring less experienced consultants. The role requires deep Vertex product knowledge, strong stakeholder communication, and the ability to manage complex, multi-state tax environments for Fortune 1000 clients and firms.

Qualifications

• 12+ years of experience in Vertex Tax Technology implementations and project management, including lead roles.
• Deep tax application experience working with public accounting firms and/or Fortune 1000 companies in transaction tax.
• Ability to independently manage all phases of enterprise software implementations, from requirements definition and solution design through configuration, testing, and go-live support.
• Strong knowledge of software development methodologies and implementation and testing techniques applicable to Windows, legacy, and client-server database environments.
• Excellent written and verbal communication and interpersonal skills; ability to build effective relationships with client tax and IT stakeholders.

Responsibilities

• Lead all phases of Vertex Tax Technology implementation projects from requirements to knowledge transfer.
• Serve as Project Lead and Project Manager across multiple client engagements; define project plans and coordinate resources.
• Provide guidance to junior consultants and contribute to onboarding and training.
• Identify client issues, manage expectations, and provide risk assessments and actionable guidance.
• Collaborate with client teams and third-party advisors to ensure successful delivery within the Statement of Work.

Skills

Project management

Client relationship management

Tax technology expertise

Verbal communication

Problem solving

Education

Bachelor's degree or equivalent

Tools

Vertex Tax Technology

Vertex partner host application

Job description

Job Description

The Field Consultant Principal is a senior-level individual contributor responsible for managing all phases of Vertex Tax Technology implementations, from requirements definition and solution design through system configuration, testing, and knowledge transfer. This role carries full project accountability and serves as Project Lead and Project Manager across multiple concurrent client engagements, while also providing guidance and oversight to less experienced consultants. The Field Consultant Principal brings deep subject matter expertise in Vertex applications and at least one Vertex partner host application and operates as a trusted advisor to client tax and IT teams throughout the implementation lifecycle. Independently manage all phases of Vertex Tax Technology implementation projects, including requirements definition, solution design and build, system configuration, testing, and knowledge transfer; maintain full project accountability across all deliverables. Serve as Project Lead and Project Manager across multiple concurrent client engagements; define project plans, coordinate tasks and resources, and ensure delivery of project commitments in alignment with the Statement of Work. Identify and investigate client implementation issues and concerns; manage client expectations and provide recommendations, risk assessments, alternatives, and guidance across all phases of the implementation lifecycle. Build and maintain collaborative relationships with client tax and IT staff, third-party advisors, and consulting resources; exercise sound judgment in managing day-to-day client relationships and maintaining a high degree of customer satisfaction. Provide oversight and guidance to less experienced Vertex Consultants; contribute to the onboarding, training, and professional development of new team members. Assist Consulting Business Development in developing Statements of Work; identify and deliver tax process solutions and value-added services that support Vertex's revenue and profit objectives. Apply deep subject matter expertise in Vertex applications and at least one Vertex partner host application to design and configure effective, scalable implementation solutions.

Required Qualifications

• 12+ years of experience in Vertex Tax Technology implementations and project management, including strong knowledge of at least one Vertex partner host application.
• In-depth tax application experience working with public accounting firms and/or Fortune 1000 companies in transaction tax, including multi-state and/or VAT environments.
• Demonstrated ability to independently manage all phases of enterprise software implementations, from requirements definition and solution design through configuration, testing, and go-live support.
• Strong knowledge of software development methodologies and implementation and testing techniques applicable to Windows, legacy, and client-server database environments.
• Solid analytical, troubleshooting, presentation, and solution design skills; ability to evaluate complex implementation challenges and provide clear, actionable recommendations.
• Strong written and verbal communication and interpersonal skills; ability to build effective working relationships with client tax and IT stakeholders, third-party advisors, and internal teams.
• Demonstrated ability to manage multiple projects simultaneously in a fast-paced, deadline-driven environment; effective time management and adaptability under pressure.

Preferred Qualifications

• ERP knowledge and familiarity with enterprise software ecosystems commonly integrated with Vertex tax technology solutions.
• Experience contributing to business development activities, including Statement of Work development or pre-sales support in a consulting environment.
• Bachelor's degree in Computer Science, Information Systems, Accounting, or a related field; equivalent combination of education, training, and relevant professional experience accepted in lieu of a formal degree.

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.

Vertex Values

• Together We Win — We're building a team of people who are passionate about making an impact for our customers and committed to how that impact is achieved. Our values define the behaviors, mindset, and culture that make Vertex a great place to grow and do meaningful work.
• Play to Win or We Don't Play — If we choose to do something, we're choosing to do it because we plan to win. That mindset raises our bar on product quality, customer outcomes, and how we show up for one another.
• Work As a Team, Putting the Customer At the Core — Our customers are our true north. Whatever your role, ask: how will this help a customer succeed today? We earn trust through outcomes, not promises.
• Achieve Excellence With Integrity, Speed, and Agility — The market isn't slowing down. We'll move faster, adapt quickly, and never compromise on doing things the right way — for teammates, customers, and partners.
• Innovate Boldly With a Growth Mindset — Progress demands smart risk. We'll try new approaches, learn fast, and keep pushing the boundaries — especially where AI can remove friction and unlock value.
• Communicate with Care, Candor and Transparency — Honest, constructive conversations make us better. Let's speak plainly about what's working and what's not and help each other improve.

Pay Transparency Statement

US Base Salary Range: $157,900.00 - $205,400.00. 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.

*In no case will your pay fall below applicable local minimum wage requirements.

Equal Opportunity and Accessibility

Vertex is an Affirnitive Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact 610-640-4200 or [e-mail]. This telephone line and email address is reserved solely for job seekers with disabilities requesting accessibility assistance or an accommodation in the job application process.

If you'd like to view a copy of the company's affirmative action plan, please email [e-mail].

Please do not call about the status of your job application if you do not require accessibility assistance or an accommodation. Messages left for other purposes, such as following up on an application or non‑disability related technical issues, will not receive a response.