Tax Processing Specialist

Vertex Inc.•Remote - IL, IL

5d•$65,400 - $85,100

About The Position

Prepare 700+ sales and use tax returns monthly for level 2-3 clients, applying in-depth compliance knowledge and independent professional judgment to resolve complex tax reporting issues accurately and on time. Independently implement new clients, entities, and data files; ensure seamless onboarding and transition; review client tax data for accuracy, investigate discrepancies, and take corrective action. Foster strong client relationships through regular communication, proactive support, and timely response to inquiries; provide support for online filings, payments, and tax authority notice responses. Format and import monthly tax data into Vertex Indirect Tax Returns (VITR) software; prepare and maintain monthly client tax compliance reports and documentation. Utilize automation and data processing technologies, including Robotic Process Automation (RPA) and Alteryx, to enhance process efficiency and operational accuracy. Serve as trainer and mentor to 1-3 junior staff members; actively participate in 1-3 MSO special teams, contributing to process improvements and business initiatives. Accommodate additional work hours during peak monthly processing periods, typically the 5th through the 20th of each month.

Requirements

5-8 years of related experience in tax processing, accounting, or a related business discipline.
In-depth knowledge of sales and use tax compliance regulations, with specialization in one or more compliance areas relevant to level 2-3 clients.
Proficiency in Microsoft Excel.
Strong attention to detail with demonstrated ability to manage high-volume, deadline-driven workloads independently.
Excellent oral and written communication skills.
Customer-focused with experience building productive internal and external working relationships.
Demonstrated ability to mentor, coach, and transition work to junior staff members effectively.
Ability to exercise sound, independent professional judgment in identifying and resolving complex tax reporting problems.
Bachelor's degree in accounting, business, or a related field; or equivalent relevant experience.

Nice To Haves

Experience with Vertex Indirect Tax Returns (VITR) software.
Exposure to Robotic Process Automation (RPA) tools and/or Alteryx for data processing and workflow automation.
Completion of the IPT Business Tax Basics course or equivalent professional development in indirect tax compliance.
Experience participating in cross-functional process improvement initiatives or special project teams.
Equivalent combination of education, training, and relevant professional experience accepted in lieu of a formal degree.

Responsibilities

Prepare 700+ sales and use tax returns monthly for level 2-3 clients.
Apply in-depth compliance knowledge and independent professional judgment to resolve complex tax reporting issues accurately and on time.
Independently implement new clients, entities, and data files.
Ensure seamless onboarding and transition for new clients.
Review client tax data for accuracy, investigate discrepancies, and take corrective action.
Foster strong client relationships through regular communication, proactive support, and timely response to inquiries.
Provide support for online filings, payments, and tax authority notice responses.
Format and import monthly tax data into Vertex Indirect Tax Returns (VITR) software.
Prepare and maintain monthly client tax compliance reports and documentation.
Utilize automation and data processing technologies, including Robotic Process Automation (RPA) and Alteryx, to enhance process efficiency and operational accuracy.
Serve as trainer and mentor to 1-3 junior staff members.
Actively participate in 1-3 MSO special teams, contributing to process improvements and business initiatives.
Accommodate additional work hours during peak monthly processing periods (typically the 5th through the 20th of each month).