15 days old

Tax Analyst II

Vertex Inc
Berwyn, PA 19312
  • Job Code
    975
Job Summary:

Ability to research and interpret tax and case law and learn how it impacts Vertex products regarding the addition of new content or the maintenance of existing content. Structure standard tax content within Vertex products in a logical manner that is consistent with system architecture and platforms. Perform quality assurance tasks following documented processes. Test standard tax content and functionality within Vertex products and internal databases.

Essential Job Functions and Responsibilities:

  • Obtain rate and jurisdictional data from state and local jurisdictions.
  • Maintain and input tax information by performing maintenance, which could include updates of tax rates, rules & forms.
  • Identify, understand, and communicate changes in the tax law or regulations that would have an impact on Vertex products.
  • Analyze tax changes to determine how it impacts existing data. Coordinate mailings and maintain jurisdictional contact information.
  • Ensure the functionality of Vertex products by assisting in developing standards and tools for product maintenance and development, including interactions with other departments and other Research Department staff.
  • Add, test, and assist in the addition of system enhancements and system updates for the product.
  • Monitor and analyze legislative activities and court decisions utilizing research tools such as CCH, Lexis-Nexus, information from third party data providers and other sources of tax content.
  • Support customer service by answering questions pertaining to rates and rules, program changes, return issues, geocodes, enhancements or bugs via bug tracking software.
  • Support a dynamic environment at Vertex by collaborating with other departments, contributing time, effort and ideas.
  • Identify, understand and communicate changes in the tax law that would have an impact on Vertex products.
  • populate databases to support various types of testing.
  • Enhance job knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies; developing and/or maintaining proficiency in the latest personal productivity tools.
  • Participate in other projects or duties as assigned.
  • Occasional travel may be required.

Qualifications - External

Knowledge, Skills, and Abilities:

  • Research and analytical skills required.
  • Understanding of tax information and the ability to formulate interpretations and how they apply to Vertex products required.
  • Desire and ability to learn technical and tax information in a short period of time required.
  • Understanding of accounting functions and principles.
  • Working knowledge of relational databases desirable.
  • Strong ability to work with numbers.
  • Developing awareness of multi-tasking and creating awareness skills.
  • Developing awareness of problem-solving.
  • Developing awareness of ability to interact and communicate effectively with external, internal customers and stakeholders.
  • Developing awareness to a broad spectrum of taxes and jurisdictions.
  • Developing capability to be an SME in a specific tax field.
  • Developing awareness of compliance administration (facilitate information between Vertex and taxing authority).
  • Developing awareness of how customers would use Vertex products or equivalent product.
  • Developing awareness of Vertex products.
  • Developing awareness to work effectively in multi-jurisdictions/regions.
  • Developing awareness of project management/estimation skills.
  • Developing awareness to interact effectively with internal customers.
  • Ability to develop and apply professional concepts to resolve issues with limited to moderate scope.
  • Ability to work with general supervision on routine work, more detailed instructions on new projects or assignments.
  • Ability to guide productive internal/external working relationships.
  • Ability to listen and understand information and communicate the same.
  • Must possess strong organizational skills.
  • Must be results oriented, customer focused, and exhibit good interpersonal skills.
  • Proficiency in Microsoft Office packages.

Education/Training:
  • Bachelor's degree in Accounting, Finance, Information Systems or Business Administration or equivalent experience.
  • 2+ years in a business environment or Indirect Tax experience.
  • Experience with Vertex or other tax engines a plus.

Other Qualifications - The Winning Way behaviors that all Vertex employees need in order to meet the expectations of each other, our customers, and our partners.
  • Communicate with Clarity : Be clear, concise, and actionable. Be relentlessly constructive. See and provide meaningful feedback.
  • Act with Urgency : Adopt an agile mentality - frequent iterations, improved speed, resilience. 80/20 rule - better is the enemy of done. Don't spend hours when minutes are enough.
  • Work with Purpose: Exhibit a "We Can" mindset. Results outweigh effort. Everyone understands how their role contributes. Set aside personal objectives for team results.
  • Drive to Decision: Cut the swirl with defined deadlines and decision points. Be clear on individual accountability and decision authority. Guided by a commitment to and accountable for customer outcomes.
  • Own the Outcome: Defined milestones, commitments and intended results. Assess your work in context, if you're unsure, ask. Demonstrate unwavering support for decisions.

Comments: The above statements are intended to describe the general nature and level of work being performed by individuals in this position. Other functions may be assigned, and management retains the right to add or change the duties at any time.





Posted: 2021-03-26 Expires: 2021-04-24
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Tax Analyst II

Vertex Inc
Berwyn, PA 19312

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