Tax Research Analyst

SUMMARY

The Tax Research Analyst role requires expertise in tax mapping, AI tools, and industry-specific taxation to research, interpret, and structure tax content for Vertex products, demonstrating efficiency and providing clear research support.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

• Analyze and interpret how categories, taxability, and regulatory changes impact Vertex products, ensuring accurate content updates and compliance.
• Communicate effectively with internal and external stakeholders to address tax law changes and customer needs.
• Monitor and analyze processes, focusing on the impact on customers; re-evaluate items as necessary and collaborate with the Tax Research team to resolve issues related to taxability when items do not function as expected.
• Test and support the implementation of tax content and process changes, contributing to quality assurance and operational efficiency.
• Collaborate with cross-functional teams—including Product Management, Engineering, and Tax Research—to achieve organizational objectives.
• Professional Development to support Vertex Objectives may be necessary

KNOWLEDGE, SKILLS AND ABILITIES:

• Taxonomy & Classification Expertise
  • Understanding of taxonomy structures, hierarchical classification, and metadata standards.
  • Experience with category mapping and harmonization across multiple systems.
• Data Analysis & Mapping
  • Strong analytical skills for interpreting data relationships and mapping categories accurately.
  • Familiarity with data normalization and enrichment techniques.
• Governance & Compliance
  • Knowledge of data governance principles, standards, and best practices.
  • Ability to ensure compliance with internal and external classification guidelines.
• Attention to Detail
  • High level of accuracy in mapping and validating categories.
  • Ability to identify inconsistencies and resolve classification conflicts.
• Communication & Collaboration
  • Strong written and verbal communication skills for documenting taxonomy rules and guidelines.
  • Ability to work cross-functionally with data stewards, governance teams, and business units.
  • Strong communication (oral, written, presentation and facilitation) skills.
• Problem-Solving & Critical Thinking
  • Ability to troubleshoot mapping issues and propose solutions.
  • Comfortable working with ambiguous or incomplete data sets

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

• Ability to problem-solve.

• Expertise in a specific tax field/industry

• Developing capability to teach, develop and train.

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

• Developing capability in project management, estimation skills.

• Developing expertise in multiple tax fields/industry.

• Developing / ability for Compliance administration (Facilitate information between Vertex and Taxing Authorities).

• Developing capability to influence and create awareness skills.

• Ability to utilize time management and effectively communicating competing priorities.

• Ability to work without supervision. Latitude for independent decision making.

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

• Must be results oriented, customer focused, and exhibit good interpersonal skills
• Proficiency in Microsoft Office packages is required.

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.

• O Series certification preferred.

• 5+ years in a multi-jurisdictional environment with emphasis in Indirect Tax

• Developing the ability to lead projects

• Industry or consulting experience a plus

• Strong experience with research tools such as CCH, Lexis-Nexis, RIA, BNA, etc.

• Experience with Vertex or other tax engines a plus

• 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.

Base pay offered to new hires may vary based upon factors including relevant industry and job-related skills and experience, geographic location, and business needs.* The range displayed does not encompass the full potential of the role, which allows for further growth and career progression.

In addition, as a part of our total compensation package, this role may be eligible for the Vertex Bonus Plan (VOB), a role-specific sales commission/bonus, and/or equity grants.

Learn more about Life at Vertex and connect with your recruiter for more details regarding Vertex's compensation and benefit programs.

*In no case will your pay fall below applicable local minimum wage requirements.