Tax Research Analyst

About the Tax Research Analyst Role

The Tax Research Analyst role at Vertex Inc. requires expertise in tax mapping, AI tools, and industry-specific taxation to research, interpret, and structure tax content for Vertex products. The role emphasizes efficiency, accuracy, and compliance in tax content updates.

Essential Functions & Responsibilities

• Analyze and interpret taxability, regulatory changes, and category mapping for product compliance.
• Communicate with stakeholders to address tax law changes and customer needs.
• Monitor processes and collaborate with the Tax Research team for issue resolution.
• Test and support tax content and process changes ensuring quality assurance.
• Collaborate across teams including Product Management, Engineering, and Tax Research.

Knowledge, Skills and Abilities

Candidates should have strong taxonomy expertise, data analysis, compliance knowledge, and attention to detail. Proficiency in Microsoft Office packages is required along with effective written and verbal communication.

Education & Training

Bachelor’s degree in Accounting, Taxation, Finance, Data Science or similar field required. Advanced degrees or certifications (J.D., CPA, MBA, etc.) are preferred, along with 5+ years of experience in a multi-jurisdictional environment emphasizing Indirect Tax.

Additional Information

This role may include eligibility for the Vertex Bonus Plan, sales commission/bonus, and/or equity grants as part of Vertex's total compensation package. The position requires independent decision-making while also functioning in a collaborative team environment.

Key skills/competency

• Tax Mapping
• AI Tools
• Taxation
• Data Analysis
• Compliance
• Communication
• Collaboration
• Problem-Solving
• Research Tools
• Microsoft Office