Tax Processing Associate

Vertex, Inc.; Pennsylvania; Hybrid; USD 57,000 - 74,000; Full time

Job summary

Vertex, Inc. is seeking a tax processing specialist to prepare and file 600+ monthly sales and use tax returns for level 1-2 clients. You will review data, resolve discrepancies, and ensure on-time filings using VITR software.

Regular client contact by phone and email helps maintain strong service levels and accurate reporting. The role requires 2-5 years in tax processing or related fields, strong Excel skills, and the ability to handle high-volume deadlines while maintaining attention to

Qualifications

• 2-5 years of experience in tax processing, accounting, or a related business function.
• Familiarity with sales and use tax compliance regulations applicable to level 1-2 client engagements.
• Proficiency in Microsoft Excel and Microsoft Office tools, with the ability to manage and manipulate data accurately.
• Strong attention to detail and organizational skills, with demonstrated ability to manage competing priorities in a high-volume, deadline-driven environment.
• Clear written and verbal communication skills for client correspondence and tax authority interactions.
• Ability to work independently on routine assignments and collaboratively as part of a structured team.
• Sound judgment and problem-solving skills with a customer-focused, results-oriented approach.

Responsibilities

• Prepare and file 600+ sales and use tax returns monthly for level 1-2 clients.
• Review client tax data for accuracy, investigate discrepancies, and take corrective action as needed to ensure compliant and timely filings.
• Format and import monthly tax data into Vertex Indirect Tax Returns (VITR) software; initiate and process electronic filings and payments in accordance with established deadlines.
• Communicate regularly with clients via phone and email to address questions, provide updates, and maintain strong working relationships.
• Respond to tax authority notices and provide support for online filings, payments, and related compliance inquiries.
• Collaborate with senior Tax Processing staff to resolve complex issues and support higher-level filing activities.
• Maintain and update client tax compliance reports and documentation; accommodate additional hours during peak processing periods, typically the 5th-20th of each month.

Skills

Tax processing

Attention to detail

Organizational skills

Communication skills

Independent work

Problem-solving

Education

Education equivalency policy

Tools

VITR software

Job description

Job Description: Summary

Prepare and file 600+ sales and use tax returns monthly for level 1-2 clients, adhering to established compliance standards and best practices. Review client tax data for accuracy, investigate discrepancies, and take corrective action as needed to ensure compliant and timely filings. Format and import monthly tax data into Vertex Indirect Tax Returns (VITR) software; initiate and process electronic filings and payments in accordance with established deadlines. Communicate regularly with clients via phone and email to address questions, provide updates, and maintain strong working relationships. Respond to tax authority notices and provide support for online filings, payments, and related compliance inquiries. Collaborate with senior Tax Processing staff to resolve complex issues and support higher-level filing activities. Maintain and update client tax compliance reports and documentation; accommodate additional hours during peak processing periods, typically the 5th-20th of each month.

Required Qualifications

• 2-5 years of experience in tax processing, accounting, or a related business function.
• Familiarity with sales and use tax compliance regulations applicable to level 1-2 client engagements.
• Proficiency in Microsoft Excel and Microsoft Office tools, with the ability to manage and manipulate data accurately.
• Strong attention to detail and organizational skills, with demonstrated ability to manage competing priorities in a high-volume, deadline-driven environment.
• Clear written and verbal communication skills for client correspondence and tax authority interactions.
• Ability to work independently on routine assignments and collaboratively as part of a structured team.
• Sound judgment and problem-solving skills with a customer-focused, results-oriented approach.

Preferred Qualifications

• Experience with Vertex Indirect Tax Returns (VITR) software or a comparable tax compliance platform.
• Tax-related certification or coursework; encouraged but not required.
• Prior experience with electronic tax filing systems and tax authority notice management.
• 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: $56,900.00 - $74,000.00 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. Learn more about Life at Vertex and connect with your recruiter for more details regarding Vertex's compensation and benefit programs. *In no case will your pay fall below applicable local minimum wage requirements.

Vertex is an affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. If you'd like to view a copy of the company's affirmative action plan, please email [e-mail]. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact 610-640-4200 or [e-mail]. This telephone line and email address is reserved solely for job seekers with disabilities requesting accessibility assistance or an accommodation in the job application process. Please do not call about the status of your job application if you do not require accessibility assistance or an accommodation. Messages left for other purposes, such as following up on an application or non-disability related technical issues, will not receive a response.