Senior Vertex Tax Implementation Lead

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

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.