Tax Research Manager - AI - Human In The Loop

This critical individual contributor role on the tax research “human-in-the-loop” (HITL) team for Vertex's data and insights/AI product line involves analyzing, maintaining, and developing tax product content and categorizations. The position ensures accurate and current product classifications, performs audits and quality assurance testing, and provides feedback using emerging technologies. It requires interpreting tax laws, collaborating across departments, and continuous professional development.

Must Have

• Assess tax law impact on products and manage product content and categorization updates using proprietary technology.
• Analyze legislative and regulatory changes with research tools to ensure product content compliance.
• Perform quality assurance testing of product content and categorizations using data tools and auditing standards.
• 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.
• Bachelor’s degree in Accounting, Taxation, Finance, Data Science, or related field.
• 8+ years in a multi-jurisdictional environment with a focus on Indirect Tax.
• Industry or consulting experience in Indirect Tax.

Good to Have

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

Perks & Benefits

• Eligibility for Vertex Bonus Plan (VOB)
• Eligibility for role-specific sales commission/bonus
• Eligibility for equity grants

Job Description:

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.

SUPERVISORY RESPONSIBILITIES:

• N/A

KNOWLEDGE, SKILLS AND ABILITIES:

• 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.
• Exposure or experience with emerging technologies, including AI and AI prompting, is preferred.
• Results-oriented, customer-focused, and able to manage multiple high-impact projects.
• Proficiency in Microsoft Office.
• Experience or exposure to one or more data tools (Alteryx, Power BI, SQL, or others) preferred.
• Strong interpersonal skills and ability to collaborate effectively.

EDUCATION AND TRAINING:

• Bachelor’s degree in Accounting, Taxation, Finance, Data Science, or related field required.
• Advanced degrees/certifications (J.D., Master's in Taxation, MBA, CMI, CPA) preferred.
• 8+ years in a multi-jurisdictional environment with a focus on Indirect Tax.
• Experience with Vertex or similar tax engines is a plus.
• Industry or consulting experience in Indirect Tax required.

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.

Pay Transparency Statement:

US Base Salary Range: $114,500.00 - $148,800.00

Base pay offered to new hires may vary based upon factors including relevant industry and job-related skills and experience, geographic location, and business needs.* The range displayed does not encompass the full potential of the role, which allows for further growth and career progression.

In addition, as a part of our total compensation package, this role may be eligible for the Vertex Bonus Plan (VOB), a role-specific sales commission/bonus, and/or equity grants.

Learn more about Life at Vertex

and connect with your recruiter for more details regarding Vertex's compensation and benefit programs.

*In no case will your pay fall below applicable local minimum wage requirements*.