Tax Processing Team

Vertex Inc.•King of Prussia, PA

About The Position

The Tax Processing Specialist (TPS) is an individual contributor responsible for preparing and filing sales and use tax returns for level 2-3 clients, ensuring accuracy and compliance with complex tax regulations. This role requires independent implementation of new clients, entities, and data files, as well as active participation in MSO special teams. The TPS fosters strong client relationships through regular communication, improves operational efficiency through process refinement, and serves as a trainer and mentor to junior staff members.

Requirements

In-depth knowledge of tax compliance regulations for level 2-3 clients, with specialization in 1-2 areas.
Proficient in Microsoft Excel; experience with VITR software preferred.
Exposure to technologies such as Robotic Process Automation (RPA) and Alteryx.
Excellent oral and written communication skills and interpersonal skills.
Strong attention to detail, organizational skills, and ability to manage time and priorities effectively.
Ability to work independently and exercise sound judgment in resolving complex issues.
Customer-focused and results-oriented mindset.
Demonstrated ability to mentor and coach junior staff.
Ability to build productive internal and external working relationships.
Willingness to participate in special teams and process improvement initiatives.
Bachelor’s degree in accounting, business, or a related field, or equivalent relevant experience.
5–8 years of related experience in tax processing, accounting, or business.
IPT Business Tax Basics course or equivalent recommended.

Nice To Haves

VITR experience preferred.
IPT Business Tax Basics course or equivalent recommended.

Responsibilities

Prepare an average of 700+ sales and use tax returns monthly for level 2-3 clients, applying in-depth compliance knowledge and best practices.
Independently implement new clients, entities, and data files, ensuring seamless onboarding and transition.
Foster client relationships with regular communication, addressing inquiries and providing proactive support.
Transition clients to more junior staff and serve as a trainer/mentor to 1-3 staff members.
Actively participate in 1-3 MSO special teams, contributing to process improvements and business initiatives.
Provide support for online filings, payments, and notices, including responding to tax authority communications for senior TPS staff as needed.
Review client tax data for accuracy, investigate discrepancies, and take corrective action.
Format and import monthly tax data into Vertex Indirect Tax Returns (VITR) software; VITR experience preferred.
Utilize technologies such as RPA and Alteryx to enhance process efficiency.
Prepare and maintain monthly client tax compliance reports and documentation.
Exercise significant independent professional judgment to resolve complex tax reporting problems.
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.