Indirect Tax Research Analyst IV

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.

• Research, define, and interpret complex payroll tax and case law and provide recommendations to tax and nontax personnel.
  

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

• Structure complex tax content within Vertex products in a logical manner that is consistent with system architecture and platforms.
  

• 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.
  

• Lead complex projects and participate as a team member on projects.
  

• Contribute to the development of requirements for new and modified tax functionality.
  

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

• Represent Vertex as a subject matter expert at product demonstrations, presentations, seminars, panels and webcasts if needed.
  

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

• Occasional travel required
  

• Participate in other projects or duties.

• N/A

• Developing capability of effectively managing teams.
  

• Developing capability to influence and create awareness skills.
  

• Developing capability to multi-task and prioritize to meet team goals, commitments and KPIs.
  

• Ability to problem-solve.
  

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

• Developing capability to coach, mentor, teach, develop and train.
  

• Exposure to a broad spectrum of taxes and jurisdictions.
  

• SME in a specific tax field.
  

• Developing capability to be a SME in multiple tax fields.
  

• Ability of compliance administration (facilitate information between Vertex and taxing authority).
  

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

• Ability to effectively work in multi-jurisdictions.
  

• Developing capability in project management, estimation skills.
  

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

• 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 work without supervision. Latitude for independent decision making.
  

• Ability to network with key contacts outside own area of expertise.
  

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

• Must possess strong interpersonal, organizational, presentation and facilitation skills.
  

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

• Ability to co-present at product demonstrations, seminars, panels and webcasts.
  

• Ability to prioritize and multi-task projects with individuals from various areas of the company.
  

• Must be results oriented, customer focused and able to manage multiple projects simultaneously.
  

• Proficiency in Microsoft Office packages is required.
  

• Sufficient knowledge of business communications, including telephone, voicemail, and e- mail, and operations of office machines, such as photocopier, scanner, and fax.

• 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.
  

• 6 years in a multi-jurisdictional environment with emphasis in payroll tax
  

• Payroll experience required
  

• Or equivalent combination of education and/or experience

• 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.

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.