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 de