Tax Analyst IV

Vertex Inc.•King of Prussia, PA

About The Position

SUMMARY: This position is responsible for providing tax and legal expertise for our software products. Research and interpret tax and case law, statutes, regulations and legislation and determine how it impacts Vertex products. Structure standard and complex tax content within Vertex products in a manner consistent with system architecture and platforms. ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES: Determine how categories, taxability, impositions, etc. impact Vertex products regarding the addition of new content or the maintenance of existing content. Ability to interact and communicate effectively with internal/external customers and stakeholders Identify, understand, and communicate changes in the tax law or regulations that would have an impact on Vertex products. Monitor and analyze legislative/regulatory activities utilizing research tools from third party data providers, (such as CCH, Lexis-Nexis), and other sources of tax content and communicate/coordinate accordingly to ensure our content is in regulatory compliance. Test complex tax content and functionality within Vertex products and internal databases. Provide expertise and support for testing and implementing systems and/or process changes to support increased efficiencies or conformance with prompting rules. Contribute to the development of requirements and needs of the Tax Research organization as it relates to tax content. solutions, and functionality. Understand and resolve complex customer issues and systems architecture to develop solutions. Perform quality assurance tasks following documented processes. Guide team members in the principles of agile, conducting agile ceremonies, and guiding teams towards continuous team improvement, (ex. functioning as an Agile Coach). Work closely with peers in the Research Management Team to develop and implement cohesive plans to increase Vertex's capacity and capability pertaining to Vertex's tax needs. Support a dynamic environment at Vertex, using agile methodologies, collaborating with other departments, contributing time, effort, and ideas. Enhance job knowledge by attending education workshops; reviewing professional publications; establishing personal networks; participating in professional societies; developing an/or maintaining proficiency in the latest personal productivity tools is a plus, (ex. Alteryx, Power BI, etc.) Lead or participate in other operational and strategic projects or duties as assigned. Occasional travel may be required

Requirements

Taxonomy & Classification Expertise
Understanding of taxonomy structures, hierarchical classification, and metadata standards.
Experience with category mapping and harmonization across multiple systems.
Data Analysis & Mapping
Strong analytical skills for interpreting data relationships and mapping categories accurately.
Familiarity with data normalization and enrichment techniques.
Governance & Compliance
Knowledge of data governance principles, standards, and best practices.
Ability to ensure compliance with internal and external classification guidelines.
Attention to Detail
High level of accuracy in mapping and validating categories.
Ability to identify inconsistencies and resolve classification conflicts.
Communication & Collaboration
Strong written and verbal communication skills for documenting taxonomy rules and guidelines.
Ability to work cross-functionally with data stewards, governance teams, and business units.
Strong communication (oral, written, presentation and facilitation) skills.
Problem-Solving & Critical Thinking
Ability to troubleshoot mapping issues and propose solutions.
Comfortable working with ambiguous or incomplete data sets
Ability to apply professional concepts, experience and company objectives in order to perform an in-depth analysis of situations or data to resolve complex issues in creative ways.
Ability to problem-solve.
Expertise in a specific tax field/industry
Developing capability to teach, develop and train.
Developing capability to understand how customers would use Vertex products or equivalent tax solution product.
Developing capability in project management, estimation skills.
Developing expertise in multiple tax fields/industry.
Developing / ability for Compliance administration (Facilitate information between Vertex and Taxing Authorities).
Developing capability to influence and create awareness skills.
Ability to utilize time management and effectively communicating competing priorities.
Ability to work without supervision.
Latitude for independent decision making.
Ability to listen and understand information and communicate the same.
Must be results oriented, customer focused, and exhibit good interpersonal skills
Proficiency in Microsoft Office packages is required.
Bachelor’s degree in Accounting, Taxation, Finance, data science or similar degree required
5+ years in a multi-jurisdictional environment with emphasis in Indirect Tax
Developing the ability to lead projects
Strong experience with research tools such as CCH, Lexis-Nexis, RIA, BNA, etc.

Nice To Haves

Obtained or actively pursuing one or more of the following: Juris Doctorate (J.D.), masters in taxation, MBA, CMI, or CPA certification (active or inactive) preferred.
O Series certification preferred.
Industry or consulting experience a plus
Experience with Vertex or other tax engines a plus
developing an/or maintaining proficiency in the latest personal productivity tools is a plus, (ex. Alteryx, Power BI, etc.)

Responsibilities

Determine how categories, taxability, impositions, etc. impact Vertex products regarding the addition of new content or the maintenance of existing content.
Ability to interact and communicate effectively with internal/external customers and stakeholders
Identify, understand, and communicate changes in the tax law or regulations that would have an impact on Vertex products.
Monitor and analyze legislative/regulatory activities utilizing research tools from third party data providers, (such as CCH, Lexis-Nexis), and other sources of tax content and communicate/coordinate accordingly to ensure our content is in regulatory compliance.
Test complex tax content and functionality within Vertex products and internal databases.
Provide expertise and support for testing and implementing systems and/or process changes to support increased efficiencies or conformance with prompting rules.
Contribute to the development of requirements and needs of the Tax Research organization as it relates to tax content. solutions, and functionality.
Understand and resolve complex customer issues and systems architecture to develop solutions.
Perform quality assurance tasks following documented processes.
Guide team members in the principles of agile, conducting agile ceremonies, and guiding teams towards continuous team improvement, (ex. functioning as an Agile Coach).
Work closely with peers in the Research Management Team to develop and implement cohesive plans to increase Vertex's capacity and capability pertaining to Vertex's tax needs.
Support a dynamic environment at Vertex, using agile methodologies, collaborating with other departments, contributing time, effort, and ideas.
Enhance job knowledge by attending education workshops; reviewing professional publications; establishing personal networks; participating in professional societies; developing an/or maintaining proficiency in the latest personal productivity tools is a plus, (ex. Alteryx, Power BI, etc.)
Lead or participate in other operational and strategic projects or duties as assigned.
Occasional travel may be required