Tax Processing Specialist

Vertex Inc in; King of Prussia (PA); On-site; USD 65,000 - 85,000; Full time

Job summary

Vertex Inc is seeking a Tax Processing Specialist in the United States to prepare monthly sales and use tax returns for Level 2-3 clients, leveraging in-depth tax knowledge and independent judgment.

You will onboard new clients, review data, support filings, and generate monthly reports while using VITR and automation tools like RPA and Alteryx. Mentoring 1–3 staff and occasional overtime during peak periods are expected.

Qualifications

• 5-8 years of related experience in tax processing, accounting, or a related business discipline.
• In-depth knowledge of sales and use tax compliance regulations, with specialization in one or more compliance areas relevant to level 2-3 clients.
• Proficiency in Microsoft Excel; strong attention to detail with demonstrated ability to manage high-volume, deadline-driven workloads independently.
• Excellent oral and written communication skills; customer-focused with experience building productive internal and external working relationships.
• Demonstrated ability to mentor, coach, and transition work to junior staff members effectively.
• Bachelor's degree in accounting, business, or a related field; or equivalent relevant experience.

Responsibilities

• Prepare 700+ monthly sales and use tax returns for Level 2-3 clients.
• Onboard new clients, entities, and data files; review data for accuracy.
• Maintain client relationships through proactive communication and timely responses.
• Format and import monthly tax data into Vertex Indirect Tax Returns (VITR).
• Create monthly client tax compliance reports and documentation.
• Leverage RPA and Alteryx to improve process efficiency.
• Coach 1–3 junior staff; participate in MSO teams.

Skills

Tax processing

Sales & use tax

Excel

Communication skills

Mentoring

Education

Bachelor's degree in accounting, business, or related field

Tools

Vertex Indirect Tax Returns (VITR)

RPA

Alteryx

Job description

Job Description: Tax Processing Specialist Prepare 700+ sales and use tax returns monthly for level 2-3 clients, applying in-depth compliance knowledge and independent professional judgment to resolve complex tax reporting issues accurately and on time.

Independently implement new clients, entities, and data files; ensure seamless onboarding and transition; review client tax data for accuracy, investigate discrepancies, and take corrective action.

Foster strong client relationships through regular communication, proactive support, and timely response to inquiries; provide support for online filings, payments, and tax authority notice responses.

Format and import monthly tax data into Vertex Indirect Tax Returns (VITR) software; prepare and maintain monthly client tax compliance reports and documentation.

Utilize automation and data processing technologies, including Robotic Process Automation (RPA) and Alteryx, to enhance process efficiency and operational accuracy.

Serve as trainer and mentor to 1-3 junior staff members; actively participate in 1-3 MSO special teams, contributing to process improvements and business initiatives.

Accommodate additional work hours during peak monthly processing periods, typically the 5th through the 20th of each month.

Required Qualifications

• 5-8 years of related experience in tax processing, accounting, or a related business discipline.
• In-depth knowledge of sales and use tax compliance regulations, with specialization in one or more compliance areas relevant to level 2-3 clients.
• Proficiency in Microsoft Excel; strong attention to detail with demonstrated ability to manage high-volume, deadline-driven workloads independently.
• Excellent oral and written communication skills; customer-focused with experience building productive internal and external working relationships.
• Demonstrated ability to mentor, coach, and transition work to junior staff members effectively.
• Ability to exercise sound, independent professional judgment in identifying and resolving complex tax reporting problems.
• Bachelor's degree in accounting, business, or a related field; or equivalent relevant experience.

Preferred Qualifications

• Experience with Vertex Indirect Tax Returns (VITR) software.
• Exposure to Robotic Process Automation (RPA) tools and/or Alteryx for data processing and workflow automation.
• Completion of the IPT Business Tax Basics course or equivalent professional development in indirect tax compliance.
• Experience participating in cross-functional process improvement initiatives or special project teams.
• Equivalent combination of education, training, and relevant professional experience accepted in lieu of a formal degree.

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.

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.

Pay Transparency Statement

Pay Transparency Statement: US Base Salary Range: $65,400.00 - $85,100.00 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.

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.