Tax Processing Specialist

Vertex, Inc.; United States; Remote; USD 65,000 - 85,000; Full time

Job summary

Vertex, Inc. is seeking a Tax Processing Specialist to prepare 700+ sales and use tax returns monthly for level 2-3 clients, applying in-depth compliance knowledge and independent judgment to resolve complex tax reporting issues accurately and on time.

You will onboard new clients, review data for accuracy, mentor 1-3 junior staff, and participate in cross-functional MSO teams. The role uses Vertex VITR, Alteryx, and RPA to boost efficiency and accuracy.

Qualifications

• 5-8 years of experience in tax processing, accounting, or related field.
• Strong knowledge of sales and use tax compliance regulations.
• Proficient in Microsoft Excel and able to manage high-volume workloads.
• Excellent oral and written communication; mentoring capability.

Responsibilities

• Prepare 700+ sales and use tax returns monthly for level 2-3 clients.
• Onboard new clients, entities, and data files; review data for accuracy.
• Foster client relationships and support online filings and notices.
• Format and import data into Vertex VITR; maintain monthly reports.
• Utilize RPA and Alteryx to enhance efficiency and accuracy.
• Mentor 1-3 junior staff; participate in MSO special teams.
• Work additional hours during peak processing periods (5th–20th).

Skills

Tax processing

Excel proficiency

Attention to detail

Mentoring

Communication

Education

Bachelor's degree in accounting or related field

Tools

Vertex VITR

Alteryx

RPA tools

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.

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 quick... Wait, sorry, that was a typo. Correction:

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: $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 .