Remote: Senior Field Consultant & Project Lead - Tax Tech

Vertex Inc.; United States; Remote; USD 158,000 - 205,000; Full time

Job summary

Vertex Inc. is seeking a Field Consultant Principal to lead multi-client Vertex Tax Technology implementations from requirements through go-live. The role combines project leadership with hands-on configuration, testing, and knowledge transfer while guiding junior consultants and coordinating resources.

You will work across client tax and IT teams, provide risk assessments, and help shape Statements of Work as part of a fast-paced consulting team that delivers scalable, compliant solutions.

Qualifications

• 12+ years of experience in Vertex Tax Technology implementations and project management.
• Experience with public accounting firms and/or Fortune 1000 companies in tax environments.
• Ability to independently manage all phases of enterprise software implementations.

Responsibilities

• Manage all phases of Vertex Tax Technology implementations from requirements to go-live support.
• Serve as Project Lead and Project Manager across multiple client engagements.
• Provide guidance and oversight to less experienced consultants and mentor team members.
• Develop Statements of Work and support business development activities.

Skills

Project management

Stakeholder communication

Requirements analysis

Solution design

Testing and QA

Knowledge transfer

Mentoring junior staff

Client relationship management

Business development support

Tax technology

Education

Bachelor's degree in Computer Science / Information Systems / Accounting

Tools

Vertex Tax Technology

Vertex partner host application

Job description

Vertex Inc. is seeking a Field Consultant Principal to lead multi-client Vertex Tax Technology implementations from requirements through go-live. The role combines project leadership with hands-on configuration, testing, and knowledge transfer while guiding junior consultants and coordinating resources.

You will work across client tax and IT teams, provide risk assessments, and help shape Statements of Work as part of a fast-paced consulting team that delivers scalable, compliant solutions.