Senior Tax Research & AI Innovation Lead — Remote

Vertex Inc.; United States; Remote; 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, advising stakeholders on matters spanning tax, product, and content strategy.

The role guides AI-driven initiatives to strengthen research, content development, and operational efficiency at scale. The position emphasizes governance of AI-assisted tax content, rigorous accuracy checks, and collaboration with product, engineering, and data teams to optimize tax research workflows.

Qualifications

• 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.

Responsibilities

• Lead new content projects by setting goals, roadmaps, and coordinating resources.
• Ensure accuracy of tax data by researching tax laws and guidance across product lines.
• Track legislative changes and support timely compliance across segments.
• Establish governance for AI-assisted tax content and audit readiness.
• Lead AI and automation initiatives with cross-functional teams to improve workflows.
• Drive adoption of AI-enabled tools with training and change management.

Skills

Indirect tax knowledge

AI/Automation concepts

Project management

Leadership

Communication with stakeholders

Education

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

Juris Doctor or master’s degree in taxation preferred

MBA, CMI, or CPA designation preferred

Twelve years of indirect tax experience

Six years of management experience

Two years of project management experience

Tools

CCH

LexisNexis

Bloomberg Tax

Thomson Reuters Checkpoint

Job description

Vertex Inc. is seeking a Senior Manager – Tax Research to lead advanced indirect tax research and analysis, advising stakeholders on matters spanning tax, product, and content strategy.

The role guides AI-driven initiatives to strengthen research, content development, and operational efficiency at scale. The position emphasizes governance of AI-assisted tax content, rigorous accuracy checks, and collaboration with product, engineering, and data teams to optimize tax research workflows.