Tax Processing Assistant II — Precise, High-Volume, Equity

Vertex-Inc.; United States; Remote; USD 47,000 - 61,000; Full time

Job summary

Vertex-Inc. is seeking a Tax Processing Assistant II to complete 500–750+ electronic tax return filings and payments monthly, ensuring accuracy and deadlines.

The role involves responding to jurisdictional notices, logging activity in Oracle Service Cloud, and coordinating with clients and tax authorities to resolve filing issues, while maintaining records and supporting onboarding and compliance processes.

Qualifications

• 2–4 years of experience in tax processing, administrative support, or a closely related field.
• 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 for correspondence with clients, taxing jurisdictions, and internal teams.

Responsibilities

• Complete 500–750+ electronic tax return filings and payments per month.
• 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 for internal and external use.
• Support new client onboarding by ensuring all required documentation and filings are completed accurately and on time.

Skills

Organizational skills

Communication

Discretion

Confidential handling

Tools

Microsoft Excel

Oracle Service Cloud

Job description

Vertex-Inc. is seeking a Tax Processing Assistant II to complete 500–750+ electronic tax return filings and payments monthly, ensuring accuracy and deadlines.

The role involves responding to jurisdictional notices, logging activity in Oracle Service Cloud, and coordinating with clients and tax authorities to resolve filing issues, while maintaining records and supporting onboarding and compliance processes.