Tax Processing Associate
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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 .
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