Tax Processing Associate

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.

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.