Job Description:
Vertex is looking for an Indirect Tax Technology Analyst Principal I who will
analyse VAT and technical requirements and implement those during monthly updates in the Vertex® VAT Compliance product (‘VVC’). This role will appeal to a detail oriented, creative thinker that enjoys problem-solving and is interested in VAT, and in tax software/technology. The Tax Technology Specialist will work closely together with the Tax Research Solutions and Development Teams.
VVC processes data imported by our customers to provide signature ready VAT Returns, Filing Reports, and Intrastat returns (incl. related e-files). You will be part of the team that makes sure every transaction makes its way to the right place on the right return, monitors announced compliance changes for all countries VVC supports and analyzes and implements these changes to the VAT forms and reporting’s, as well as, adding new countries to the coverage (e-)reports.
While supporting and implementing the content, this team aligns with internal stakeholders to offer the best value to our customers. This means our team members need to understand not only the VAT but also the technology aspects of VVC.
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:
- Keep track of sources where VAT compliance changes are announced and maintain links to the right tax office websites. Monitor these VAT changes in the respective VAT legislations on a continuous basis, as well as obtain information from the respective Tax Authorities
- Identify, understand, document, and communicate relevant changes in the VAT law or regulations that could have an impact on VVC, to the team, on a continuous basis
- Perform maintenance of VVC by translating the VAT compliance changes – including, but not limited to updates of VAT rates, rules, forms, e-file schema - to technical input for VVC, and document the changes made
- Research on new returns/countries to implement
- Content design creation, implementation and review of new returns/countries
- Populate databases to support various types of testing’s
- Perform quality assurance tasks following documented processes
- Support customer service by answering questions / solving issues pertaining to VAT rates, rules, returns, enhancements, or bugs, via a ticketing system
- Support our dynamic environment, 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, and developing and/or maintaining proficiency in the latest personal productivity tools is a plus (ex. Alteryx, Power BI, etc.)
- Ability to stage complex tax content within Vertex products in a logical manner that is consistent with system architecture and platforms.
- 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 literature. 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:
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.
- Expertise and knowledge in Latin America or Asia Pacific region’s Indirect Taxes and Reporting is an advantage.
- 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, and 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.
- 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).
- Proficiency in Microsoft Office applications is required.
- 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.
- Knowledge and understanding of content development and testing processes.
- Recognize others’ contributions and share credit for success.
EDUCATION AND TRAINING:
- Bachelor’s degree in Accounting, Taxation, Finance, data science, or similar degree required.
- Obtained or actively pursuing one or more of the following: Juris Doctorate (J.D.), masters in taxation, MBA, CMI, or CPA certification (active or inactive) preferred.
- Experience with software testing processes and tools.
- Demonstrated ability to lead projects
- Certifications from recognized institutions that provide certifications, e.g. Certified Public Accountant/Charter Accountant, Project Management
- 8+ years in a multi-jurisdictional environment with emphasis on Indirect Tax
- Experience with Vertex or other tax engines a plus.
- Industry or consulting (LATAM or APAC regions highly beneficial) experience required.
- Or equivalent combination of education and/or experience
Other Qualifications
The Winning Way behaviors that all Vertex employees need in order to meet the expectations of each other, our customers, and our partners.
- Communicate with Clarity - Be clear, concise and actionable. Be relentlessly constructive. Seek and provide meaningful feedback.
- Act with Urgency - Adopt an agile mentality - frequent iterations, improved speed, resilience. 80/20 rule – better is the enemy of done. Don’t spend hours when minutes are enough.
- Work with Purpose - Exhibit a “We Can” mindset. Results outweigh effort. Everyone understands how their role contributes. Set aside personal objectives for team results.
- Drive to Decision - Cut the swirl with defined deadlines and decision points. Be clear on individual accountability and decision authority. Guided by a commitment to and accountability for customer outcomes.
- Own the Outcome - Defined milestones, commitments and intended results. Assess your work in context, if you’re unsure, ask. Demonstrate unwavering support for decisions.
COMMENTS:
The above statements are intended to describe the general nature and level of work being performed by individuals in this position. Other functions may be assigned, and management retains the right to add or change the duties at any time.
