Tax Processing Assistant II

Vertex Inc. • Remote - PA, PA

2d • $47,000 - $61,100

About The Position

The Tax Processing Assistant (TPA) II is responsible for supporting the tax compliance process by preparing, filing, and processing electronic tax returns and payments. This role ensures timely and accurate handling of tax documents, correspondence with clients and jurisdictions, and maintenance of essential records and reports. The TPA operates as an individual contributor, receiving mentoring and training from senior team members, and plays a key role in maintaining compliance and supporting new client onboarding.

Requirements

• Basic understanding of tax forms and filing requirements.
• Experience with Microsoft tools, with proficiency in Excel.
• Ability to create, edit, and maintain spreadsheets and reports.
• Strong organizational and communication skills.
• Detail-oriented with strong follow-up and analytical skills.
• Ability to resolve issues quickly and efficiently.
• Capable of handling confidential/sensitive information discreetly.
• Able to work as part of a diverse team and interact effectively with clients, taxing jurisdictions, and internal staff.
• Ability to follow standard practices and procedures, and detailed instructions.
• Willingness to learn and adapt to new processes and systems.
• Results-oriented, customer-focused, and able to manage time and priorities effectively.

Nice To Haves

• No certifications are required.

Responsibilities

• Complete 500-750+ electronic return filings and payments per month, ensuring accuracy and timeliness.
• Respond to jurisdictional notices, take corrective action as necessary, and log all notices in Oracle Service Cloud.
• Correspond directly with clients and/or taxing jurisdictions to answer questions and resolve issues.
• Create and maintain reports from various sources for both internal and external use.
• Process incoming mail, including logging and tracking jurisdictional notices.
• Prepare returns and check payments for mailing by established deadlines.
• Support the new client setup process, ensuring all documentation and filings are completed.
• Maintain and update pertinent business information and records.
• Participate in other projects or duties as assigned to support the tax team.

Benefits

• On-the-job training and mentoring provided by senior team members.
• Vertex Bonus Plan (VOB)
• role-specific sales commission/bonus
• equity grants

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED