Tax Processing Specialist II — High-Volume & Client-Focused

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

Job summary

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

You will interact with clients and taxing jurisdictions to answer questions and resolve issues, and log activity in Oracle Service Cloud. You will process incoming mail, maintain records, support onboarding, and keep business information and filing records up to date in compliance with procedures.

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

• Complete 500–750+ electronic tax return filings and payments per month, ensuring accuracy and adherence to established deadlines.
• Respond to jurisdictional notices, take corrective action as needed, and log all 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.
• Maintain and update business information and filing records in accordance with established procedures and compliance standards.

Skills

Tax forms knowledge

Microsoft Excel

Organizational skills

Confidential information handling

Communication skills

Attention to detail

Follow procedures

Job description

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

You will interact with clients and taxing jurisdictions to answer questions and resolve issues, and log activity in Oracle Service Cloud. You will process incoming mail, maintain records, support onboarding, and keep business information and filing records up to date in compliance with procedures.