Tax Analyst II

1 Month ago • 2 Years + • Taxation

Job Summary

Job Description

This position is for a Tax Analyst II who will work closely with state and local tax authorities, internal development teams, and workgroups to implement monthly software updates for tax rates, reporting requirements, and returns in the Vertex Indirect Tax Returns product. The role involves structuring tax content within Vertex products to ensure accurate reporting of indirect tax on both paper and electronic tax returns. Responsibilities include researching and analyzing tax changes, determining their impact on Vertex products, maintaining tax information, designing and executing test scenarios for accuracy and functionality, and communicating with taxing authorities for compliance requirements related to sales/use tax, e-filing, and paper remittance. The analyst will also validate electronic filing functionality and paper tax return layouts, write content for product guides, troubleshoot customer issues, and complete work within established deadlines. Collaboration with other departments and participation in projects are also expected.
Must have:
  • Research and analytical skills
  • Understanding of tax information and its application to Vertex products
  • Ability to learn technical and tax information quickly
  • Strong ability to work with numbers
  • Proficiency in Microsoft Office packages
  • Results-driven and customer-focused
  • Ability to manage multiple projects
Good to have:
  • Working knowledge of relational databases
  • Developing capability to multi-task and prioritize
  • Developing awareness of problem-solving
  • Developing capability to interact and communicate effectively
  • Developing awareness of a broad spectrum of taxes
  • Developing awareness of compliance administration
  • Developing capability to be a Subject Matter Expert in multiple tax fields
  • Developing capability to understand customer product usage
  • Ability to develop and apply professional concepts to resolve issues
  • Ability to work with general supervision
  • Ability to listen and understand information
  • Strong organizational skills
  • Vertex product knowledge
  • Experience with tax software
  • Relational database management system experience

Job Details

Job Description:

JOB SUMMARY: 

This position will work closely with state & local tax authorities, internal development team and your workgroup to implement monthly software updates to tax rates, reporting requirements, and returns in the Vertex® Indirect Tax Returns product. Structure tax content within Vertex products that support the accurate reporting of indirect tax on both paper and electronic tax returns. Test tax content and functionality within Vertex products and perform quality assurance tasks following documented processes. This role will appeal to a technical, detail oriented, creative thinker that enjoys problem solving and is interested in software/technology.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

  • Research and analyze tax rate, reporting, and compliance changes from the taxing authorities.
  • Determine how tax changes impact Vertex products regarding the addition of new content or the maintenance of existing content.
  • Maintain and input tax information by performing maintenance, which could include updates of tax rates, reporting requirements & forms. 
  • Design and execute test scenarios in the product to ensure accuracy and functionality for a variety of taxpayers.
  • Communication with state and local taxing authorities to obtain compliance requirements related to sales/use tax rates and reporting, e-File, and paper remittance.
  • Validate electronic filing functionality and paper tax return layouts with taxing authorities to satisfy approval requirements.
  • Write content for the product’s reference guides and other customer facing documentation.
  • Troubleshoot, assess impact, and resolve customer issues.
  • Complete work within the deadlines established for the monthly software update and project workplan.
  • Communicate to workgroup and product team the compliance changes and impact to product.
  • Support a dynamic environment at Vertex by collaborating with other departments, contributing time, effort, and ideas.
  • Participate in other operational and strategic projects or duties as assigned.
  • 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.
  • Occasional travel is possible but not required.

SUPERVISORY RESPONSIBILITIES:

  • N/A

KNOWLEDGE, SKILLS AND ABILIITES:

  • Must be results-driven, customer-focused and able to manage multiple projects simultaneously.
  • Research and analytical skills required.
  • Understanding of the 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.
  • Working knowledge of relational databases is desirable.
  • Strong ability to work with numbers.
  • Developing capability to multi-task and prioritize to meet team goals and commitments.
  • Developing awareness of problem-solving.
  • Developing capability to interact and communicate effectively with external, internal customers and stakeholders.
  • Developing awareness to a broad spectrum of taxes and jurisdictions.
  • Developing awareness of compliance administration (facilitate information between Vertex and taxing authority).
  • Developing capability to be a SME in multiple tax fields.
  • Developing capability to understand how customers would use Vertex products or equivalent product.
  • 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 listen and understand information and communicate the same.
  • Must possess strong organizational skills.
  • Proficiency in Microsoft Office packages is required.

EDUCATION AND TRAINING:

  • Associate or bachelor’s degree in accounting or other business discipline.
  • Advanced degree or professional certification a plus.  Equivalent experience may substitute for some portion of the education requirement.
  • 2+ years in a business environment.
  • Vertex product knowledge a plus.
  • Experience with tax software a plus.
  • Relational database management system experience a plus.

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About The Company

Vertex is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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