Senior Tax Processing Specialist

Vertex, Inc.; United States; Remote; USD 87,000 - 113,000; Full time

Benefits offered by this job

Vertex Bonus Plan (VOB)

Job summary

Vertex, Inc. is seeking a senior tax processing professional to prepare 750+ monthly sales and use tax returns for large clients, applying comprehensive compliance knowledge and independent judgment.

The role involves onboarding new clients, reconciling data, mentoring 4+ junior staff, and driving process improvements with Excel, 365, and Vertex VITR. Expect peak-month hours and collaboration across teams.

Qualifications

• 8–12 years of experience in tax processing or related field.
• Expertise in two or more compliance areas for level 3-4 clients.
• Proficient in Excel, Microsoft 365, and Vertex VITR; can leverage tech to improve processes.
• Experience servicing large, complex client accounts and resolving issues independently.
• Prior mentoring or leadership experience; able to coach junior staff.
• Excellent oral and written communication; strong attention to detail and deadline management.
• Bachelor's degree in accounting or business; IPT Sales Tax School I & II or equivalent.

Responsibilities

• Prepare 750+ sales and use tax returns monthly for level 3-4 clients.
• Onboard new clients and review/reconcile client tax data.
• Communicate with clients; resolve notices with proper documentation.
• Lead or participate in MSO teams; document internal processes.
• Mentor 4+ junior staff; develop training materials.
• Use Microsoft 365, Excel, and VITR to create/enhance efficiencies.
• Accommodate extra hours during peak monthly processing (5th–20th).

Skills

Excel

Microsoft 365

VITR

Client servicing

Mentoring/leadership

Attention to detail

Time management

Education

Bachelor's degree

IPT Sales Tax School I & II

Tools

RPA

Alteryx

Job description

Job Description:

Summary

• Prepare 750+ sales and use tax returns monthly for level 3-4 clients, applying comprehensive compliance knowledge and independent professional judgment to resolve complex tax reporting issues accurately and on time.
• Routinely implement new clients, including onboarding and establishing tax data files in various formats; review and reconcile client tax data, investigate discrepancies, and take corrective action.
• Foster strong client relationships through regular communication, proactively suggest process improvements, and resolve complex compliance issues; track and resolve notices from taxing jurisdictions with proper documentation and timely follow-through.
• Lead or actively participate in 1-3 MSO special teams, championing innovation and driving process improvement; assist with the development and documentation of internal processes and procedures.
• Serve as a formal mentor to 4+ junior staff members; develop training materials and lead peer coaching sessions to support team development and knowledge transfer.
• Utilize Microsoft 365, Excel, and Vertex Indirect Tax Returns (VITR) to create or enhance efficiencies and automation tools; serve as a recognized Innovation Champion within the function.
• Accommodate additional work hours during peak monthly processing periods, typically the 5th through the 20th of each month.

Required Qualifications

• 8-12 years of related experience in tax processing, accounting, or a related business discipline.
• Comprehensive knowledge of complex tax compliance issues for level 3-4 clients, with specialized expertise in two or more compliance areas.
• Proficiency in Microsoft Excel, Microsoft 365, and Vertex Indirect Tax Returns (VITR); demonstrated ability to leverage technology to create or enhance process efficiencies and automation tools.
• Proven experience servicing large, complex client accounts and independently resolving complex compliance issues with sound professional judgment.
• Prior mentoring or formal leadership experience required; demonstrated ability to develop training materials and effectively coach junior staff members.
• Excellent oral and written communication skills; strong attention to detail with the ability to manage time, priorities, and competing deadlines effectively.
• Bachelor's degree in accounting, business, or a related field; IPT Sales Tax School (Course I and II) or equivalent certification required; or equivalent combination of education and relevant experience.

Preferred Qualifications

• Experience leading cross-functional process improvement or special project teams in a tax processing or compliance environment.
• Exposure to automation technologies such as Robotic Process Automation (RPA) or Alteryx for workflow enhancement.
• Experience initiating and managing electronic filings and payments across multiple taxing jurisdictions.
• Experience developing or maintaining internal standard operating procedures and compliance process documentation.
• Equivalent combination of education, training, and relevant professional experience accepted in lieu of a formal degree.

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.

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.

Pay Transparency Statement:
US Base Salary Range: $86,600.00 - $112,500.00

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 .