Senior Tax Processing Specialist

Vertex•King of Prussia, PA

20d•Remote

About The Position

The Senior Tax Processing Associate (Senior TPA) is an individual contributor responsible for preparing and filing sales and use tax returns for level 3-4 clients, ensuring accuracy and compliance with complex tax regulations. This role routinely implements new clients, fosters client relationships through regular communication and process improvement suggestions, and resolves complex client issues. The Senior TPA serves as a formal mentor and trainer to junior staff, leads peer coaching sessions, develops training materials, and actively participates in MSO special teams to drive innovation and efficiency.

Requirements

Comprehensive knowledge of complex tax compliance issues for level 3-4 clients, with specialized expertise in 2+ areas.
Proficient in Microsoft Excel, Microsoft 365, and Vertex Indirect Tax Returns (VITR).
Ability to utilize technology to create or enhance efficiencies and automation tools; recognized as an Innovation Champion.
Excellent oral and written communication skills and interpersonal skills.
Strong attention to detail, organizational skills, and ability to manage time and priorities effectively.
Demonstrated ability to mentor, train, and coach junior staff.
Experience successfully servicing large, complex client accounts and resolving complex client issues.
Ability to work independently and exercise sound judgment in resolving complex issues.
Customer-focused and results-oriented mindset.
Willingness to lead and participate in special teams and process improvement initiatives.
Bachelor's degree in accounting, business, or a related field, or equivalent relevant experience.
8-12 years of related experience in tax processing, accounting, or business.
Prior mentoring or leadership experience required.
IPT Sales Tax School (Course I and II) or equivalent certification required.

Responsibilities

Prepare an average of 750+ sales and use tax returns monthly for level 3-4 clients, applying comprehensive compliance knowledge and best practices.
Routinely implement new clients, including onboarding and establishing tax data files in various formats.
Foster client relationships with regular communication, proactively suggesting process improvements and resolving complex issues.
Transition clients to more junior staff and serve as a formal mentor to 4+ junior staff members.
Develop training materials and lead peer coaching sessions to support staff development.
Actively lead or participate in 1-3 MSO special teams, championing innovation and process improvements.
Utilize technology, including Microsoft 365, Excel, and Vertex Indirect Tax Returns (VITR), to create or enhance efficiencies and automation tools.
Review and reconcile client tax data for accuracy, investigate discrepancies, and take corrective action.
Prepare and maintain monthly client summary reports and documentation.
Initiate electronic filings and payments, collaborating with other staff to ensure timely submissions.
Track and resolve notices from taxing jurisdictions, ensuring proper documentation and timely resolution.
Exercise significant independent professional judgment to resolve complex tax reporting problems.
Assist with the continuing development and documentation of internal processes and procedures.
Accommodate additional work hours during peak monthly processing periods (typically the 5th-20th of each month).
Perform other duties and participate in projects as assigned.