Tax Research Manager

Vertex • King of Prussia, PA

110d • $114,500 - $148,800 • Remote

About The Position

This position is a critical individual contributor role on the tax research 'human-in-the-loop' (HIL) team for our data and insights/AI product line. The position is responsible for analyzing, maintaining, and developing tax product content and categorizations. The position ensures accurate and current product classifications, performs audits and quality assurance testing of product content and classifications, and provides feedback using emerging and proprietary technologies.

Requirements

• Bachelor's degree in Accounting, Taxation, Finance, Data Science, or related field required.
• 10+ years in a multi-jurisdictional environment with a focus on Indirect Tax.
• Strong analytical, prioritization, and multitasking skills.
• Excellent communication (oral, written, presentation, facilitation).
• Ability to interpret tax laws and apply them to Vertex products.
• Expertise in multiple tax fields/industries.
• Experience in one or more Indirect Tax functional areas such as Indirect Tax Engine, Compliance, Audit, or Research.
• Proficiency in Microsoft Office.
• Experience or exposure to one or more data tools (Alteryx, Power BI, SQL, or others) preferred.

Nice To Haves

• Advanced degrees/certifications (J.D., Masters in Taxation, MBA, CMI, CPA) preferred.
• Exposure or experience with emerging technologies, including AI and AI prompting, is preferred.
• Experience with Vertex or similar tax engines is a plus.
• Industry or consulting experience in Indirect Tax required.

Responsibilities

• Assess tax law impact on products and manage product content and categorization updates using proprietary technology.
• Analyze legislative and regulatory changes with research tools (e.g., CCH, Lexis-Nexis) to ensure product content compliance.
• Perform quality assurance testing of product content and categorizations, including customer product information, using data tools and auditing standards such as statistical sampling methods.
• Gather, prioritize, and address requests for application enhancements or defect resolution.
• Communicate the status of assigned activities to stakeholders and management.
• Identify and implement new content standards and procedures.
• Participate in product planning and requirement discussions as a subject matter expert.
• Participate in operational and strategic projects as assigned.
• Support a dynamic, agile environment and collaborate across departments.
• Enhance job knowledge through ongoing learning and professional development.
• Seek opportunities to improve processes using emerging technologies and business tools.
• Occasional travel may be required.

Benefits

• Base salary range: $114,500.00 - $148,800.00.
• Eligibility for the Vertex Bonus Plan (VOB).
• Role-specific sales commission/bonus and/or equity grants.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Publishing Industries
• Education Level: Bachelor's degree