Staff Accountant, GL Accounting

Vertafore; Denver (CO); Hybrid; USD 58,000 - 80,000; Full time

Job summary

Vertafore is seeking a Staff Accountant to manage sales and use tax compliance for the United States and Canada, coordinating with a third-party tax provider and supporting monthly close activities. The role reports to the GL Manager, Accounting, and requires 1–3 years of accounting experience with sales and use tax.

The position offers a hybrid work environment with responsibilities spanning journal entries, reconciliations, audits, and process improvements, including potential AI-driven

Qualifications

• Experience with U.S. sales and use tax compliance; Canadian indirect tax (GST/HST/PST/QST) experience is a plus.
• Bachelor's degree in Accounting and 1–3 years of accounting experience with sales and use tax.
• Ability to research tax regulations and apply them to business transactions; strong attention to detail.

Responsibilities

• Own the sales and use tax compliance process across the United States and Canada, ensuring timely and accurate filings.
• Partner with our third-party tax provider to review tax data, resolve questions, and support monthly, quarterly, and annual tax filings.
• Research sales and use tax issues, monitor tax notices, and coordinate responses with internal stakeholders and external advisors.
• Support sales and use tax audits by gathering documentation, responding to audit requests, and assisting with audit resolution.
• Identify opportunities to improve sales and use tax processes through automation, process improvements, and emerging technologies, including AI.
• Assist with the month-end close process by preparing journal entries, maintaining account reconciliations, and supporting variance analysis.
• Support treasury activities, including cash and bank account reconciliations and other cash-related accounting activities.
• Perform general ledger accounting activities for assigned balance sheet and income statement accounts.
• Assist with SOX compliance documentation and support adherence to accounting policies and internal controls.
• Coordinate with external auditors by fulfilling audit requests and responding to inquiries.
• Document, maintain, and continuously improve accounting processes and procedures.
• Participate in special projects and perform other duties as assigned by management.

Skills

GAAP knowledge

Excel proficiency

Analytical skills

Attention to detail

Tax research

Education

Bachelor's degree in Accounting

Tools

Vertex Indirect Tax Software

NetSuite

Job description

$58,000 - $80,000 / year

The insurance industry runs on Vertafore. We equip agencies, MGAs, and carriers with the core digital systems, specialized AI, and data-driven foundation to eliminate distribution drag across the insurance lifecycle, spanning sales, servicing, and back-office operations.

Underpinned by unmatched speed and performance power, we are the trusted backbone that’s taking the insurance industry from friction to flow with Distribution Velocity - speed, performance, and trust - to drive growth at scale.

With over 95% of the top agencies and insurers and 50% of industry compliance transactions running through Vertafore, we lead at the intersection of innovation and trust, giving insurance professionals the confidence to transform and win in the AI era.

Our reach is global, with headquarters in Denver, Colorado, and offices across the U.S., Canada, and India.

Welcome to our exciting team! This Staff Accountant reports to the GL Manager, Accounting, and is a key member of the general ledger team. This role is primarily responsible for managing sales and use tax compliance across the United States and Canada, including partnering with our third-party tax provider, supporting tax audits, and researching tax-related questions. In addition, this role supports the monthly close process by preparing journal entries, maintaining account reconciliations, and performing other general ledger and treasury activities.

The ideal candidate is detail-oriented, organized, and enjoys solving complex tax and accounting issues. This individual is a proactive team player who is eager to learn, collaborate across departments, and identify opportunities to improve processes and increase efficiency.

Core Requirements And Responsibilities

• Own the sales and use tax compliance process across the United States and Canada, ensuring timely and accurate filings
• Partner with our third-party tax provider to review tax data, resolve questions, and support monthly, quarterly, and annual tax filings
• Research sales and use tax issues, monitor tax notices, and coordinate responses with internal stakeholders and external advisors
• Support sales and use tax audits by gathering documentation, responding to audit requests, and assisting with audit resolution
• Identify opportunities to improve sales and use tax processes through automation, process improvements, and emerging technologies, including AI
• Assist with the month-end close process by preparing journal entries, maintaining account reconciliations, and supporting variance analysis
• Support treasury activities, including cash and bank account reconciliations and other cash-related accounting activities
• Perform general ledger accounting activities for assigned balance sheet and income statement accounts
• Assist with SOX compliance documentation and support adherence to accounting policies and internal controls
• Coordinate with external auditors by fulfilling audit requests and responding to inquiries
• Document, maintain, and continuously improve accounting processes and procedures
• Participate in special projects and perform other duties as assigned by management

Knowledge, Skills And Abilities

• Experience with U.S. sales and use tax compliance required; Canadian indirect tax (GST/HST/PST/QST) experience is a plus
• Working knowledge of GAAP and general ledger accounting principles
• Ability to research and interpret tax regulations and apply them to business transactions
• Strong analytical and problem-solving skills with excellent attention to detail
• Ability to manage multiple priorities, meet deadlines, and remain well organized
• Intermediate to advanced proficiency in Microsoft Excel, including formulas and pivot tables
• Strong communication skills with the ability to collaborate effectively across departments
• Team-oriented mindset with a willingness to learn and continuously improve
• Experience with Vertex or similar indirect tax software is a plus
• NetSuite experience preferred but not required

Qualifications

• Bachelor's degree in Accounting or related field required
• 1-3 years of accounting experience, with sales and use tax experience required
• Public accounting or corporate accounting experience is a plus

Additional Requirements And Details

• Hybrid work environment
• Occasional lifting and/or moving up to 10 pounds
• Frequent repetitive hand and arm movements required to operate a computer
• Specific vision abilities required by this job include close vision (working on a computer, etc.)
• Potential travel 1-2 weeks per year
• Frequent sitting and/or standing

Vertafore is a drug free workplace and conducts preemployment drug and background screenings

The selected candidate must be legally authorized to work in the United States.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law.

We do not accept resumes from agencies, headhunters, or other suppliers who have not signed a formal agreement with us.

Why Vertafore is the place for you: Canada Only

• The opportunity to work in a space where modern technology meets a stable and vital industry
• Medical, vision & dental plans
• Life, AD&D
• Short Term and Long Term Disability
• Pension Plan & Employer Match
• Maternity, Paternity and Parental Leave
• Employee and Family Assistance Program (EFAP)
• Education Assistance
• Additional programs - Employee Referral and Internal Recognition

Why Vertafore is the place for you: US Only

• The opportunity to work in a space where modern technology meets a stable and vital industry
• We have a Flexible First work environment! Our North America team members use our offices for collaboration, community and team-building, with members asked to sometimes come into an office and/or travel depending on job responsibilities. Other times, our teams work from home or a similar environment.
• Medical, vision & dental plans
• Health Savings Account & Flexible Spending Accounts Options:
  • Health Care FSA
  • Dental & Vision FSA
  • Dependent Care FSA
  • Commuter FSA
• Life, AD&D (Basic & Supplemental), and Disability
• 401(k) Retirement Savings Plain & Employer Match
• Supplemental Plans - Pet insurance, Hospital Indemnity, and Accident Insurance
• Parental Leave & Adoption Assistance
• Employee Assistance Program (EAP)
• Education & Legal Assistance
• Additional programs - Tuition Reimbursement, Employee Referral, Internal Recognition, and Wellness
• Commuter Benefits (Denver)

The selected candidate must be legally authorized to work in the United States.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex