Serve as subject matter expert for Vertex O Series (U.S.) and Vertex Certificate Center, ensuring accurate and compliant indirect tax determination across enterprise systems.
Administer and maintain Vertex tax rules, mappings, and content updates, partnering with Indirect Tax on requirements, testing, and deployment.
Own functional support of the Vertex O Series / Workday integration, troubleshooting tax process and data flow issues with Finance Innovation and IT.
Analyze and resolve tax issues in collaboration with Accounts Payable and Central Billing.
Perform and review monthly indirect tax reconciliations between Vertex O Series and the Workday trial balance, investigating / resolving variances and processing JE tax adjustments.
Assess indirect tax law changes for system impact and coordinate timely configuration updates and testing in Vertex O Series.
Support tax audits, tax compliance, system controls, and automation initiatives by providing technical documentation, data extracts, and system expertise.
Provide tax systems support for IT led projects, including Vertex O Series configuration, tax requirements, and coordinated ERP testing.
Apply end to end knowledge of indirect tax processes to help improve tax data management, controls, and process efficiencies using Alteryx.
Monitor high risk and high dollar transactions to proactively identify systemic tax, configuration, or data integrity issues.
Manage exemption certificate workflows within Vertex Certificate Center, including validation, loading, and issue resolution.
Produce and analyze Vertex and Workday tax reports supporting monthly, quarterly, and annual indirect tax return filings.
Assist Indirect Tax as requested with sale/use tax compliance as well as other indirect tax types.
Requirements
Minimum of 3 years relevant experience required
U.S. indirect tax experience preferred
Bachelor's Degree is required
Combination of relevant experience, education, and training may be accepted in lieu of degree
Bachelor’s Degree in Accounting, Finance, Information Technology or a related field preferred
CPA or CM I preferred
Tax software vendor certified preferred
Proficiency with Microsoft Office products (Word, Excel, Outlook, etc.)
Proficiency with Vertex O Series, Vertex Certificate Center, Vertex Returns, and Workday preferred
Experience with tools like Copilot and Alteryx
Strong understanding of federal, state, and local tax laws
Proven experience with maintaining indirect tax systems
Excellent analytical and problem-solving skills
Strong communication and interpersonal skills
Attention to detail and high level of accuracy.
Tech Stack
ERP
Benefits
Flexible PTO (designed to offer flexible time away for you!)