Tax Research Analyst

Vertex, Inc. Lower Gwynedd Township, PA 2019-06-23
Research and interpret tax and case law and determine how it impacts Vertex products regarding the addition of new content or the maintenance of existing content. Structure standard tax content within Vertex products in a logical manner that is consistent with system architecture and platforms. Perform quality assurance tasks following documented processes. Test standard tax content and functionality within Vertex products and internal databases.

  • Coordinate and perform activities associated with Vertex products to ensure tax compliance.
  • Perform tax research in order to serve as tax resource to both internal and external customers by answering questions, providing feedback and recommendations for product teams, and presenting training sessions. Assist other departments with special projects.
  • Create and edit software release materials including release documentation and online help.
  • Test software functionality per tax content test plans.
  • Respond to customer tax content issues.
  • Use Vertex tools to provide specifications for tax calculations and compliance.
  • Develop and analyze test cases for compliance testing of software.
  • Provide feedback to ensure quality updates are made to the product.
  • Maintain jurisdiction contact information.
  • Support a dynamic team environment at Vertex by collaborating with other departments, contributing time, effort and ideas.
  • 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.
  • Works under minimal supervision. Wide latitude for independent judgment.
  • Lead or participate in other projects or duties as assigned.
  • Occasional travel may be required.

  • None.

  • Strong domain knowledge of assigned tax area.
  • Strong analyticall and technical skills.
  • Research skills using the internet and various 3rd party tax data resources such as CCH and Lexis-Nexus is desirable.
  • Foundational research skills using tax research tools and navigating the internet.
  • Strong aptitude for detailed information.
  • Understanding of relational databases desirable.
  • Excellent communication (oral, written, presentation and facilitation) skills.

  • Associate or Bachelor degree in Accounting, Finance, Information Systems or Business Administration or equivalent experience.
  • 2+ years applicable tax experience preferred.
  • 6+ years in a business environment.
  • Vertex product knowledge is a plus.
  • Experience with tax software a plus.
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