Tax Processing Associate
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.
Apply To This Job
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.
Apply To This Job