Senior Lead Tax Analyst

Job Description:

This position is responsible for providing tax and legal expertise for our software products.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

• Monitor and analyze legislative/regulatory activities utilizing research tools from third party providers, (such as CCH, Lexis-Nexis), and other sources of tax content and communicate/coordinate accordingly to ensure our content is in regulatory compliance.

• Monitor requirements and product changes and update processes accordingly.

• Gather, prioritize, and respond to internal/external customers defect and enhancement requests on tools.

• Determine how tax or rules impact organizational products regarding the addition of new content or the maintenance of existing content.

• Perform quality assurance tasks following documented processes.

• Analyze, review, test, and respond to stories and customer requests for data related architecture issues.

• Ability to stage complex tax content, (eg. situs, STH's, QC's, multiple impositions, etc.) within Vertex products in a logical manner that is consistent with system architecture and platforms.

• Populate databases to support various types of testing.

• 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 person networks; participating in professional societies; developing an/or maintain proficiency in the latest personal productivity tools is a plus, (ex. Alteryx, Power BI, etc.)

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

• Setting deadlines, defining scope of projects, assist in the review of work completed by the team, raise awareness of roadblocks, and accountable for the teams deliverables. (ex.

• Functioning as a Product Owner)

• Look for opportunities to improve work processes and activities by using business technology and other resources

• Lead complex projects and participate as a team member on projects.

• Develop, direct, and be accountable for plans for improving team performance.

• Review, analyze, gather, and interpret tax laws, regulations, ordinances, case law, and literatures. Create and/or review requirements and specifications.

• Provide guidance to those that they lead on the creation and execution of their work assignments.

• Contribute to the development of requirements and needs of the Tax Research organization as it relates to tax content, solutions, and functionality.

• Occasional travel may be required.

SUPERVISORY RESPONSIBILITIES:

• N/A

KNOWLEDGE, SKILLS AND ABILITIES:

• Ability to apply professional concepts, experience, and company objectives to perform an in-depth analysis of situations or date to resolve complex issues in creative ways.

• Ability to prioritize and multi-task projects with individuals from various areas of the company.

• Strong communication skills, (oral, written, presentation and facilitation).

• Ability to teach, develop, and train staff.

• Capability in project management, estimation skills.

• Expertise In multiple tax field/industry.

• Developing capability of effectively managing teams.

• Must be results oriented, customer focused and able to manage multiple high-visibility or high-impact projects simultaneously.

• 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 work with minimal direct supervision. Wide latitude for decision making.

• Must be results oriented, customer focused and able to manage multiple projects simultaneously.

• Ability to understand how customers would use Vertex products or equivalent tax solution product.

• 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.

• Proficiency in Microsoft Office applications is required.

• Ability to listen and understand information and communicate the same.

• Capability to influence and create awareness skills.
<