Senior Lead Tax Analyst - New Content

Job Description:

JOB SUMMARY:

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.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

• Ability to interact and communicate effectively with external, internal customers and stakeholders.
• Monitor and analyze legislative/regulatory activities utilizing research tools from third party providers, (such as CCH, Lexis-Nexus), and other sources of tax content and communicate/coordinate accordingly to ensure our content is in regulatory compliance
• Provide guidance to those they lead on the creation and execution of their work assignments.
• Guide team members in the principles of agile; conducting agile ceremonies, and guiding teams towards continuous team improvement (ex. functioning as an Agile Coach)
• Look for opportunities to improve work processes and activities by using business technology and other resources.
• Contribute to the development of requirements and needs of the Tax Research organization as it relates to tax content, solutions, functionality
• Work closely with peers in the Research Management Team to develop and implement cohesive plans to increase Vertex's capacity and capability pertaining to Vertex's tax needs.
• Draft memorandums and letter rulings; communicate deliverables to team.
• Make recommendations regarding appropriate staff levels and skills to achieve goals and objectives.
• Research, analyze, gather, and interpret tax laws, regulations, ordinances, case law, and literature.  Create and/or review requirements and specifications. 
• Review, analyze, gather, and interpret tax laws, regulations, ordinances, case law, and literature.  Create and/or review requirements and specifications. 
• Develop, direct, and be accountable for plans for improving team performance.
• Support a dynamic environment at Vertex, using agile methodologies, 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 is a plus, (ex. Alteryx, PowerBI, etc.)
• Lead or participate in other operational and strategic projects or duties as assigned.
• Occasional travel may be required.

SUPERVISORY RESPONSIBILITIES:

• N/A

KNOWLEDGE, SKILLS AND ABILITIES:

• Ability to prioritize and multi-task projects with individuals from various areas of the company.
• Demonstrated ability to translate and communicate complex or difficult tax concepts to others in a plain and understandable manner.

• Developing capability in project management, estimation skills.
• Developing expertise in multiple tax fields/industry.
• Developing capability of effectively managing teams.
• Ability to co-present at product demonstrations, seminars, panels and webcasts.
• Developing / ability for Compliance administration (Facilitate information between Vertex and Taxing Authorities).
• Ability to apply professional concepts, experience and company objectives 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.
• Must be results oriented, customer focused and able to manage multiple projects simultaneously.
• Strong analytical skills and extensive technical Indirect Tax experience utilizing high level of proficiency with web-based tax research platforms.
• Ability to interpret tax laws and regulations and determine how they apply to Vertex products.
• Strong communication skills (oral, written, presentation and facilitation).
• Must be results oriented, customer focused, and exhibit good interpersonal skills.
• Ability to listen and understand information and communicate the same.
• Capability to influence and create awareness skills.
• Ability to utilize time management and effectively communicating competing priorities.
• Exceptional knowledge and profound understanding of Indirect Tax rules and regulations that impact tax calculation and compliance
• Knowledge and understanding of Indirect Tax rules and regulations that impact tax calculation and compliance; demonstrate expertise in determining accurate taxability decision with appropriate legal support.
• Demonstrate expertise in determining accurate taxability decision with appropriate legal support.
• Strong aptitude to detailed information.
• Demonstrated ability to lead projects
• Ability to meet deadlines.
• Recognize others’ contributions and share credit for success.
• Proficiency in Microsoft Office applications is required

EDUCATION AND TRAINING:

• Bachelor’s degree in Accounting, Taxation, Finance, data science, or similar degree required
• Obtained or actively pursuing one or more of the following: Juris Doctorate (J.D.), master’s in taxation, MBA, CMI or CPA certification (active or inactive) preferred.

• Eight (8) plus years multi-jurisdictional environment with emphasis in Indirect Tax
• O Series certification preferred
• Strong experience with research tools such as CCH, Lexis-Nexis, BNA, RIA, etc.
• Industry or consulting experience a plus
• Or equivalent combination of education and/or experience
• Experience with Vertex or other tax engines a plus.

Other Qualifications

The Winning Way behaviors that all Vertex employees need in order to meet the expectations of each other, our customers, and our partners.

• 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.

COMMENTS:

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.