Tax Processing Associate

Job Description:

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES

• Prepare an average of 600+ sales and use tax returns monthly for level 1-2 clients, using established best practices and compliance standards.
• Communicate regularly with clients via phone and email to address questions, provide updates, and maintain strong relationships.
• Review client tax data for accuracy, investigate discrepancies, and take corrective action as needed.
• Format and import monthly tax data into Vertex Indirect Tax Returns (VITR) software; experience with VITR is a plus.
• Initiate and process electronic filings and payments, ensuring timely submission.
• Provide support for online filings, payments, and notices, including responding to tax authority communications.
• Collaborate with senior TPS staff to resolve complex issues and support higher-level filings.
• Maintain and update client tax compliance reports and documentation.
• Participate in structured mentoring and begin peer support activities.
• Accommodate additional work hours during peak monthly processing periods (typically the 5th-20th of each month).
• Perform other duties and participate in projects as assigned.

SUPERVISORY RESPONSIBILITIES

• This position does not have direct supervisory responsibilities.
• May provide informal peer support and guidance as part of structured mentoring activities.

KNOWLEDGE, SKILLS AND ABILITIES

• Familiarity with standard tax compliance regulations for level 1-2 clients.
• Proficient in Microsoft Excel and other Microsoft tools; experience with VITR software is a plus.
• Strong attention to detail, organizational skills, and ability to manage time and priorities effectively.
• Excellent oral and written communication skills.
• Customer-focused and results-oriented mindset.
• Ability to work independently on routine tasks and collaboratively within a team.
• Sound judgment and problem-solving skills.
• Willingness to receive mentoring and begin supporting peers.

EDUCATION AND TRAINING

• Associate's degree in accounting, business, or a related field, or equivalent relevant experience.

2-5 years of related experience in tax processing, accounting, or business. No certifications required; tax-related certifications are encouraged.

Pay Transparency Statement:

US Base Salary Range:

$56,900.00 - $74,000.00 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.

Join our Talent Community to stay updated on the latest job opportunities, news, and events tailored to your career interests. 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. If you'd like to view a copy of the company's affirmative action plan, please email AskHR@vertexinc.com. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact 610-640-4200 or AskHR@vertexinc.com. This telephone line and email address is reserved solely for job seekers with disabilities requesting accessibility assistance or an accommodation in the job application process. Please do not call about the status of your job application if you do not require accessibility assistance or an accommodation. Messages left for other purposes, such as following up on an application or non-disability related technical issues, will not receive a response.