Indirect Tax Research Analyst - Equipment Lease Financing

Job Description:

Equipment Leasing Indirect Tax Research Analyst

Position Overview: We are seeking a highly skilled and experienced Equipment Leasing Indirect Tax Analyst to join our team. The ideal candidate will have a strong background in tax research, specifically within the Equipment Lease Financing industry. This role requires a deep understanding of tax regulations and their application to equipment leasing transactions.

• Conduct comprehensive tax research and analysis related to equipment lease financing.
• Ensure compliance with all relevant tax laws and regulations.
• Provide expert advice on tax implications of equipment leasing transactions.
• Collaborate with cross-functional teams to develop tax-efficient strategies.

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 to help identify, understand, and communicate changes in the tax law or regulations that would have an impact on Vertex products. They will be the external face of Vertex to our Equipment Lease Financing clients.

• 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 (e.g. category, QC, etc.), within Vertex products in a logical manner that is consistent with system architecture and platforms.
• Perform quality assurance tasks following documented processes.

• 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.

• Support a dynamic environment at Vertex, using agile methodologies, collaborating with other departments, contributing time, effort, and ideas.
• The opportunity to achieve one or more of the following: Juris Doctorate (J.D.), master’s in taxation, MBA, CMI, or CPA certification (active or inactive).

KNOWLEDGE, SKILLS AND ABILITIES:

• Experience in the Equipment Leasing Industry
• An 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.

• Developing capability to understand how customers would use Vertex products with the capacity to teach, develop and train.

• Developing capability in project management, estimation skills.

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

• Ability to utilize time management and effectively communicating competing priorities, and work without supervision. Latitude for independent decision making.

• Strong communication (oral, written, presentation and facilitation) skills with the ability to listen and understand information and convey the same.

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

EDUCATION AND TRAINING:

• Bachelor’s degree in accounting, Taxation, Finance, data science or similar degree required.
• Experience in the Equipment Leasing Industry
• Working knowledge/understanding of the leasing cycle and how tax affects transactions.
• Strong experience with research tools such as CCH, Lexis-Nexis, RIA, BNA, etc.
• Experience with Vertex O Series -- certification preferred.

• 5-7 years in a multi-jurisdictional environment with emphasis on Indirect Tax in the Equipment Leasing Industry

• 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.