Tax Research Manager - AI - Human In The Loop

Vertex•King of Prussia, PA

About The Position

JOB SUMMARY: This position is a critical individual contributor role on the tax research “human-in-the-loop” (HITL) 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. ESSENTIAL JOB FUNCTIONS AND 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.

Requirements

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.
Results-oriented, customer-focused, and able to manage multiple high-impact projects.
Proficiency in Microsoft Office.
Strong interpersonal skills and ability to collaborate effectively.
Bachelor’s degree in Accounting, Taxation, Finance, Data Science, or related field required.
8+ years in a multi-jurisdictional environment with a focus on Indirect Tax.
Industry or consulting experience in Indirect Tax required.

Nice To Haves

Exposure or experience with emerging technologies, including AI and AI prompting, is preferred.
Experience or exposure to one or more data tools (Alteryx, Power BI, SQL, or others) preferred.
Advanced degrees/certifications (J.D., Master's in Taxation, MBA, CMI, CPA) preferred.
Experience with Vertex or similar tax engines is a plus.

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.