Director - Tax Research

Job Description:

This position is responsible for leading a team of approximately 30 tax research & solution engineer professionals responsible for the research, analysis, interpretation, application, design logic & rules to create and maintain our North America Indirect Tax content (our “intellectual property”) for all legacy and O-series products. This includes standard & non-standard rates, and all verticals (retail, leasing, hospitality) including the Communications Tax tertical. The role will have a deep grasp of current tax issues and environments that impact multinational corporations, tax risk management principles, and transparency requirements. The role will require strong leadership skills in working with cross functional teams to drive results and operational efficiencies. The role must have a deep grasp of the use of technology by tax teams to drive automation and efficiencies.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

• Manage the review, interpretation, and testing of complex tax scenarios to create and maintain the tax rules within the software assuring accurate tax results. - Support and advise on matters of U.S. law and taxation.

• Represent Vertex as a subject matter expert at product demonstrations, presentations, seminars, panels and webcasts if needed.

• Guide team members in the principles of agile; conducting agile ceremonies, and guiding teams towards continuous team improvement (ex. functioning as an Agile Coach)

• Setting deadlines, defining scope of projects, assist in the review of work completed by the team, raise awareness of roadblocks, and accountable for the team's deliverables. (ex. functioning as a Product Owner)

• Represent Tax Research as a stakeholder in segment level product requirements and project planning activities.

• 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.

• Act as Subject Matter Expert (SME), sustaining the Vertex Brand in the marketplace of Vertex as an Indirect Tax leader.

• Contribute expert perspective to the development of business strategies related to Indirect Tax.

• Influence product direction and content roadmaps for US Indirect Taxes, particularly with respect to Vertex O Series products.

• Establish Processes and Service Level Agreements with Key Stakeholders like Product Management, Sales, VC & Customer Support to improve working relationships, operational efficiency & customer satisfaction.

• Lead Tax Research automation technology projects to drive efficiencies in the day-to-day process and increase capacity among the team to build new content to grow our Core Business.

• Support direct selling & marketing efforts to select and/or targeted strategic accounts as needed or based on upcoming new content releases.

• Produce thought leadership documents and on-line materials related to Indirect Tax as required.

• Ensure timely and accurate monthly updates for all content for all products per the various production schedules.

• Represent Vertex in tax industry forums associated with Indirect Tax.

• Represent Vertex at User Group, CAB and Exchange Meetings.

• Develop internal educational resources and processes on Indirect Tax. - Supports partner development efforts pertaining to Indirect Tax.

• 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:

• People manager and 8 (plus) years of leadership experience

• Determine appropriate resourcing of staff in order to achieve goals and objectives.

• Own attainment of high employee satisfaction and retention; lead development of program and initiatives within group to attain high employee satisfaction.

• Prepare and manage budget as assigned; analyzes variances and initiates corrective actions to maximize operational performance.

• Direct and mentor leaders and employees on performance gaps, career dev