Tax Processing Specialist II

Vertex Inc.; Northern (KY); Hybrid; 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 per month, ensuring accuracy and adherence to deadlines while logging activity in Oracle Service Cloud.

You will correspond directly with clients and taxing jurisdictions to answer questions, resolve filing or compliance issues, process mail and notices, and maintain records for internal and external use.

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.

Responsibilities

• Respond to jurisdictional notices, take corrective action as needed, and log all activity in Oracle Service Cloud.
• Log and process incoming mail, including notices, and maintain accurate records and reports.
• Correspond directly with clients and taxing jurisdictions to answer questions and resolve filing or compliance issues.
• Support onboarding of new clients by ensuring all required documentation and filings are completed accurately and on time.
• Maintain and update business information and filing records in accordance with procedures and compliance standards.

Skills

Tax processing

Excel

Time management

Communication

Discretion

Education

Education equivalent accepted

Tools

Oracle Service Cloud

Job description

Vertex Inc. is seeking a Tax Processing Assistant II to complete 500-750+ electronic tax return filings and payments per month, ensuring accuracy and adherence to deadlines while logging activity in Oracle Service Cloud.

You will correspond directly with clients and taxing jurisdictions to answer questions, resolve filing or compliance issues, process mail and notices, and maintain records for internal and external use.