Vertex Tax Techno-Functional

Vertex Tax Techno-Functional Position Overview

We are seeking a skilled Service Engineer to provide comprehensive production support for Vertex tax management systems and their integration with ERP platforms. This role requires both taxation expertise and technical troubleshooting capabilities to ensure accurate tax calculations and seamless system operations across multiple jurisdictions.

Functional Support

• Apply expertise in Indirect Taxation including Sales & Use Tax, VAT, GST, and Withholding Tax across different jurisdictions.
• Maintain and troubleshoot Vertex Tax Calculation Rules, Tax Jurisdictions, and Product Taxability Assignments.
• Support ERP integrations with Vertex (e.g., Oracle Fusion and internal systems).
• Ensure accuracy of tax rates, exemptions, and tax determinations.
• Manage Tax Configuration, Tax Categories, and Exemption Certificates within Vertex.
• Support Tax Reporting and Compliance, including generating reports for tax filing and audit purposes.
• Handle Tax Accruals and Reconciliations to ensure General Ledger accuracy.
• Receive, analyze, and prioritize related support tickets.
• Provide timely solutions to users.
• Document resolution steps and knowledge base articles.
• Support system upgrades and patches.
• Monitor system performances and recommend improvements.

Technical Operations

• Perform SQL & Data Analysis by querying ERP and Vertex databases for tax calculations, transaction history, and reconciliation.
• Troubleshoot ERP-Vertex integration issues including debugging tax calculation problems, missing tax rates, and incorrect invoice tax postings.
• Maintain API Data Feeds including Vertex API calls, REST/SOAP integrations, and data flow between Vertex and ERP systems.
• Implement Performance Optimization by identifying slow queries, resolving batch processing issues, and improving tax data loads.
• Support FBDI & ADFdi usage for importing and updating tax rates, transactions, and exemption certificates in Oracle Fusion.

Compliance & Reporting

• Support Tax Reporting for Compliance (Sales & Use Tax, VAT/GST Returns, Withholding Tax Reports, 1099/1042 forms, etc.).
• Assist in SOX Audits, ensuring controls, documentation, and approvals are in place for tax processes.
• Reconcile tax liabilities in Vertex vs. ERP tax subledger vs. GL postings.
• Prepare and validate audit-ready tax reports for external and internal audits.
• Ensure compliance with Vertex Tax Engine updates (new tax rates, regulatory changes, etc.).

Operational Support

• Utilize Vertex Support Website (MyVertex) for issue resolution.
• Create and manage support tickets.
• Access Vertex Knowledge Base, Release Notes, and Patches.
• Follow up on issue resolutions and track service requests.
• Test tax rate updates and system upgrades.
• Coordinate regression testing for ERP and Vertex quarterly updates.
• Assist accounting, tax, and finance teams with Vertex-related issues.
• Document troubleshooting steps and best practices for tax processing.

• Strong understanding of indirect taxation (Sales & Use Tax, VAT, GST, Withholding Tax).
• 5+ years’ experience with Vertex tax systems and ERP integrations.
• Knowledge of tax calculation rules, jurisdictions, and product taxability assignments.
• Proficiency in SQL and data analysis.
• Experience troubleshooting API integrations and data feeds.
• Understanding of tax compliance reporting requirements.
• Familiarity with SOX audit requirements for tax processes.
• Experience with FBDI & ADFdi for data imports and updates.
• Strong problem-solving skills for complex tax calculation issues.
• Ability to document and communicate technical solutions effectively.