Senior Manager - Tax Research

Vertex Inc. • Remote - PA, PA

2d • $131,600 - $171,100

About The Position

The Senior Manager – Tax Research leads advanced indirect tax research and analysis to ensure accurate taxation of products and services in content that powers Vertex solutions. The role advises stakeholders on indirect tax, product, and content strategy and leads AI-driven initiatives to strengthen research, content development, and operational efficiency.

This position oversees tax content projects, research into tax laws and regulatory changes, tax-data accuracy, software requirements, and compliance testing. It establishes governance for AI-assisted tax content and works with Product Management, Engineering, and Data teams to advance AI and automation across research and content workflows. The role also evaluates tools, supports adoption through training and change management, collaborates across departments, and participates on the North America Indirect Tax Leadership Team.

The Senior Manager manages and coaches employees throughout the employee lifecycle and works to build a skilled, engaged, and motivated team. Occasional travel is required.

Requirements

• Bachelor’s degree in tax, accounting, finance, or a related field.
• Twelve years of indirect tax experience.
• Six years of management experience.
• Two years of project management experience.
• Deep knowledge of multistate indirect tax rules and regulations, with strong analytical and technical expertise across a broad range of taxes and jurisdictions.
• Ability to interpret tax laws and regulations, make accurate and legally supported taxability determinations, and apply findings to Vertex products.
• Ability to manage complex tax content projects, conduct research, meet strict deadlines and budgets, and communicate effectively across organizational levels.
• Strong change management capability, particularly in driving adoption of new technologies and AI-enabled workflows.
• Strong proficiency with web-based tax research platforms such as CCH, LexisNexis, Bloomberg Tax, and Thomson Reuters Checkpoint.

Nice To Haves

• Experience applying AI and automation concepts to tax, compliance, research, classification, or content workflows and identifying practical process improvements; coding is not required.
• Ability to evaluate AI-generated outputs for accuracy, bias, and compliance risk and translate AI capabilities into practical, defensible tax and content solutions.
• Industry expertise in medical, pharmaceutical, construction, retail, or manufacturing.
• Experience in tax consulting, compliance, audit defense, or controversy.
• Juris Doctor or master’s degree in taxation, completed or in progress.
• MBA, CMI, or CPA designation.

Responsibilities

• Lead new content projects by setting goals and priorities, developing project plans and roadmaps, coordinating resources and stakeholders, assigning work, and tracking readiness and progress.
• Lead research and analysis of tax laws, regulations, ordinances, case law, and related guidance to ensure tax-data accuracy in software and publications.
• Develop or review requirements and specifications and oversee compliance testing across software products.
• Track legislative and regulatory changes and coordinate with internal stakeholders to support timely compliance.
• Establish governance for AI-assisted tax content, including review for accuracy, defensibility, bias, and compliance; documentation standards; and audit readiness.
• Lead prioritized AI and automation initiatives with Product Management, Engineering, and Data teams to improve tax research and content workflows, data quality, and testing.
• Evaluate emerging AI tools and recommend adoption strategies that streamline processes, reduce manual effort, accelerate content delivery, and support business and product objectives.
• Drive adoption of AI-enabled tools through training, change management, best practices, and continued development of AI knowledge in tax research and content management.
• Collaborate across departments and establish effective practices for knowledge sharing and communication.
• Participate on the North America Indirect Tax Leadership Team and recommend staffing levels and capabilities needed to achieve team objectives.
• Lead or support other projects related to new content initiatives and strategies as needed.
• Recruit, select, train, lead, and develop team members; set clear work assignments and development plans.
• Manage and coach employees across the employee lifecycle, including hiring, performance, employee relations, compensation, recognition, development, and separation.
• Recognize employee contributions and develop initiatives that strengthen engagement, satisfaction, and retention.
• Enhance job knowledge through educational workshops, professional publications, personal networks, and professional societies.
• Travel occasionally.

Benefits

• May be eligible for the Vertex Bonus Plan, a role-specific sales commission or bonus, and/or equity grants.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior