Lead Tax Analyst

Job Description:

This position is responsible for providing tax and legal expertise for our software products. Research and interpret tax and case law, statutes, regulations and legislation and determine how it impacts Vertex products. Structure standard and complex tax content within Vertex products in a manner consistent with system architecture and platforms.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

• Determine how tax or rules impact Vertex products regarding the addition of new content or the maintenance of existing content.

• Ability to interact and communicate effectively with internal/external customers and stakeholders

• Identify, understand, and communicate changes in the tax law or regulations that would have an impact on Vertex products.

• Monitor and analyze legislative/regulatory activities utilizing research tools from third party data providers, (such as CCH, Lexis-Nexis), and other sources of tax content and communicate/coordinate accordingly to ensure our content is in regulatory compliance.

• Test complex tax content and functionality within Vertex products and internal databases.

• Provide expertise and support for testing and implementing systems and/or process changes to support increased efficiencies or conformance with tax rules.

• Demonstrated ability to stage moderately complex tax content (eg. category, QC, etc.), within Vertex products in a logical manner that is consistent with system architecture and platforms.

• Populate databases to support various types of testing.

• Contribute to the development of requirements and needs of the Tax Research organization as it relates to tax content. solutions, and functionality.

• Understand and resolve complex customer issues and systems architecture to develop solutions.

• Perform quality assurance tasks following documented processes.

• Guide team members in the principles of agile, conducting agile ceremonies, and guiding teams towards continuous team improvement, (ex. functioning as an Agile Coach).

• Work closely with peers in the Research Management Team to develop and implement cohesive plans to increase Vertex’s capacity and capability pertaining to Vertex’s tax needs.

• Support a dynamic environment at Vertex, using agile methodologies, collaborating with other departments, contributing time, effort, and ideas.

• Enhance job knowledge by attending education workshops; reviewing professional publications; establishing personal networks; participating in professional societies; developing an/or maintaining proficiency in the latest personal productivity tools is a plus, (ex. Alteryx, Power BI, etc.)

• Lead or participate in other operational and strategic projects or duties as assigned.

• Occasional travel may be required

SUPERVISORY RESPONSIBILITIES:

• N/A

KNOWLEDGE, SKILLS AND ABILITIES:

• Ability to apply professional concepts, experience and company objectives in order to perform an in-depth analysis of situations or data to resolve complex issues in creative ways.

• Ability to problem-solve.

• Expertise in a specific tax field/industry

• Developing capability to teach, develop and train.

• Developing capability to understand how customers would use Vertex products or equivalent tax solution product.

• Developing capability in project management, estimation skills.

• Developing expertise in multiple tax fields/industry.

• Developing / ability for Compliance administration (Facilitate information between Vertex and Taxing Authorities).

• Developing capability to influence and create awareness skills.

• Ability to utilize time management and effectively communicating competing priorities.

• Ability to work without supervision. Latitude for independent decision making.

• Ability to listen and understand information and communicate the same.

• Strong communication (oral, written, presentation and facilitation) skills.

• Must be results oriented, customer focused, and exhibit good interpersonal skills

• Proficiency in Microsoft Office packages is required.

EDUCATION AND TRAINING:

• Bachelor’s degree in Accounting, Taxation, Finance, data science or similar degree required.

• Obtained or actively pursuing one or more of the following: Juris Doctorate (J.D.), masters in taxation, MBA, CMI, or CPA certification (active or inactive) preferred.

• O Series certification preferred.

• 5+ years in a multi-jurisdictional environment with emphasis in Indirect Tax

• Industry or consulting experience a plus

• Strong experience with research tools such as CCH, Lexis-Nexis, RIA, BNA, etc.

• Experience with Vertex or other tax engines a plus

• Or equivalent combination of education and/or experience

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. Seek 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 accountability 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.