Senior Manager - Tax Research

Vertex, Inc.; Pennsylvania; Hybrid; USD 132,000 - 171,000; Full time

Job summary

Vertex, Inc. is seeking a Senior Manager – Tax Research to lead advanced indirect tax research and analysis, guiding product content strategy and AI-driven improvements across Vertex solutions.

You will collaborate with stakeholders to enhance tax content, governance, and compliance frameworks while driving efficiency through AI and automation. The role requires extensive experience in multistate indirect tax, leadership, and project management, with a focus on aligning content delivery with

Qualifications

• Bachelor’s degree in tax, accounting, finance or related field.
• Juris Doctor or Master’s in taxation preferred.
• MBA, CMI or CPA designation preferred.

Responsibilities

• Lead indirect tax research and analysis for Vertex solutions.
• Advise stakeholders on indirect tax, product and content strategy.
• Oversee AI-driven initiatives to improve research, content development, and efficiency.
• Ensure tax data accuracy in software and publications through rigorous analysis.
• Develop requirements and oversee testing across software products.

Skills

Indirect tax knowledge

Leadership

Project management

AI in tax

Content governance

Education

Bachelor’s degree in tax, accounting, finance

Juris Doctor or Master’s in taxation

MBA, CMI, or CPA designation

Tools

CCH

LexisNexis

Bloomberg Tax

Thomson Reuters Checkpoint

Job description

Job Description: Summary

The Senior Manager – Tax Research leads advanced indirect tax research and analysis to ensure accurate taxation of products and services in content that powers Vertex solutions. The role advises stakeholders on indirect tax, product, and content strategy and leads AI-driven initiatives that strengthen research, content development, and operational efficiency.

Essential Job Functions and Responsibilities

Lead new content projects by setting goals and priorities, developing project plans and roadmaps, coordinating resources and stakeholders, assigning work, and tracking implementation readiness and progress.

Ensure the accuracy of tax data in software and publications by leading research and analysis of tax laws, regulations, ordinances, case law, and related guidance.

Develop or review requirements and specifications and oversee compliance testing across software products.

Track legislative and regulatory changes and coordinate with internal stakeholders to support timely compliance.

Establish governance for AI-assisted tax content, including output review for accuracy, defensibility, bias, and compliance; documentation standards; and audit readiness.

Lead prioritized AI and automation initiatives with Product Management, Engineering, and Data teams to improve tax research, content creation, classification, rule generation, validation, testing, and data quality.

Evaluate emerging AI tools and recommend adoption strategies that streamline processes, reduce manual effort, accelerate content delivery, and support business and product objectives.

Drive adoption of AI-enabled tools through training, change management, best practices, and continued development of AI knowledge in tax research and content management.

Collaborate across departments and establish effective practices for knowledge sharing and communication to advance company and team goals.

Participate on the North America Indirect Tax Leadership Team and recommend staffing levels and capabilities needed to achieve team objectives.

Lead or support other projects related to new content initiatives and strategies as needed.

Build and sustain a skilled, motivated team through effective recruiting, selection, training, leadership, development planning, and clear work assignments.

Enhance job knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, and participating in professional societies.

Occasional travel required.

Supervisory Responsibilities

Manage and coach employees across the employee lifecycle, including hiring, performance, employee relations, compensation, recognition, development, and separation.

Recognize contributions and develop initiatives that strengthen employee engagement, satisfaction, and retention.

Knowledge, Skills and Abilities

Deep knowledge of multistate indirect tax rules and regulations, supported by strong analytical and technical expertise across a broad range of taxes and jurisdictions.

Ability to interpret tax laws and regulations, make accurate and legally supported taxability determinations, and apply findings to Vertex products.

Ability to manage complex tax content projects by developing plans, conducting research, meeting strict deadlines and budgets, and communicating effectively across organizational levels.

Experience applying AI and automation concepts to tax, compliance, research, classification, or content workflows and identifying practical process improvements preferred; no coding required.

Ability to evaluate AI-generated outputs for accuracy, bias, and compliance risk and translate AI capabilities into practical, defensible tax and content solutions.

Strong change management capability, particularly in driving adoption of new technologies and AI-enabled workflows.

Strong proficiency with web-based tax research platforms such as CCH, LexisNexis, Bloomberg Tax, and Thomson Reuters Checkpoint.

Industry expertise in areas such as medical, pharmaceutical, construction, retail, or manufacturing, combined with experience in tax consulting, compliance, audit defense, or controversy, is a plus.

Education, Certifications, and Experience

Bachelor’s degree in tax, accounting, finance, or a related field required.

Juris Doctor or master’s degree in taxation completed or in progress preferred.

MBA, CMI, or CPA designation preferred.

Twelve years of indirect tax experience required.

Six years of management experience required.

Two years of project management experience required.

undefined 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 isn't and help each other improve.

Pay Transparency Statement

US Base Salary Range: $131,600.00 - $171,100.00 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. 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.

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Vertex is an Equal Opportunity Employer

Vertex is an Affinitive 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'd like to view a copy of the company's affirmative action plan, please email [e-mail]. 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