Tax Processing Assistant II

vertexinc; United States; On-site; USD 47,000 - 61,000; Full time

Job summary

Vertex Inc. is seeking a Tax Processing Assistant II to manage high-volume electronic tax filings and related notices. This role focuses on accuracy, deadlines, and client communications, with exposure to Oracle Service Cloud and diverse jurisdictions.

Ideal candidates have 2–4 years in tax processing or related fields, solid Excel skills, and meticulous organizational abilities. You will handle confidential information with discretion and work under established procedures.

Qualifications

• 2–4 years of experience in tax processing or related field.
• Basic knowledge of tax forms, filing requirements, and compliance processes.
• Proficiency in Microsoft Excel; create, edit, and maintain spreadsheets and reports.
• Strong organizational skills with high attention to detail and effective time management.
• Ability to handle confidential and sensitive information with discretion.
• Clear written and verbal communication with clients, jurisdictions, and internal teams.
• Demonstrated ability to follow standard practices and procedures in a structured, high-volume environment.

Responsibilities

• Complete 500-750+ electronic tax return filings and payments per month with accuracy and on deadlines.
• Respond to jurisdictional notices, take corrective action as needed, and log activity in Oracle Service Cloud.
• Correspond directly with clients and taxing jurisdictions to answer questions and resolve filing or compliance issues.
• Process, log, and track incoming mail, including jurisdictional notices, and maintain accurate records and reports.
• Support new client onboarding by ensuring all required documentation and filings are completed accurately and on time.
• Maintain and update business information and filing records in accordance with established procedures and compliance standards.

Skills

Excel proficiency

Attention to detail

Communication skills

Discretion with confidential info

Education

Equivalent combination of education, training, and relevant experience

Tools

Oracle Service Cloud

Case management systems

Job description

Job Description

Tax Processing Assistant II

Job Description Summary

Complete 500-750+ electronic tax return filings and payments per month, ensuring accuracy and adherence to established deadlines.
Respond to jurisdictional notices, take corrective action as needed, and log all activity in Oracle Service Cloud.
Correspond directly with clients and taxing jurisdictions to answer questions and resolve filing or compliance issues.
Process, log, and track incoming mail, including jurisdictional notices, and maintain accurate records and reports for internal and external use.
Support new client onboarding by ensuring all required documentation and filings are completed accurately and on time.
Maintain and update business information and filing records in accordance with established procedures and compliance standards.

Required Qualifications

• 2-4 years of experience in tax processing, administrative support, or a closely related field.
• Basic working knowledge of tax forms, filing requirements, and compliance processes.
• Proficiency in Microsoft Excel; ability to create, edit, and maintain spreadsheets and reports.
• Strong organizational skills with high attention to detail, consistent follow-through, and effective time management.
• Ability to handle confidential and sensitive information with discretion and professionalism.
• Clear written and verbal communication skills for correspondence with clients, taxing jurisdictions, and internal teams.
• Demonstrated ability to follow standard practices, procedures, and detailed instructions in a structured, high-volume environment.

Preferred Qualifications

• Familiarity with Oracle Service Cloud or a comparable case management or notice-tracking system.
• Prior experience in a deadline-driven, high-volume processing environment.
• Demonstrated ability to identify issues and resolve them efficiently with minimal supervision.
• Willingness to learn and adapt to evolving processes, systems, and regulatory requirements.
• Equivalent combination of education, training, and relevant professional experience accepted in lieu of a formal degree.

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: $47,000.00 - $61,100.00

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.

*In no case will your pay fall below applicable local minimum wage requirements .