Tax Processing Associate

Job Description:

SUMMARY:

The Tax Processing Associate is responsible for preparing and filing sales and use tax returns for level 1-2 clients, ensuring accuracy and compliance with standard tax regulations. This individual contributor role supports senior TPS staff, fosters client relationships through regular communication, and maintains high client satisfaction by delivering timely, precise filings and responsive support. The Tax Processing Associate receives structured mentoring and begins to participate in peer support activities, contributing to a collaborative and client-focused team environment.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

Prepare an average of 600+ sales and use tax returns monthly for level 1-2 clients, using established best practices and compliance standards.

Communicate regularly with clients via phone and email to address questions, provide updates, and maintain strong relationships.

Review client tax data for accuracy, investigate discrepancies, and take corrective action as needed.

Format and import monthly tax data into Vertex Indirect Tax Returns (VITR) software; experience with VITR is a plus.
· Initiate and process electronic filings and payments, ensuring timely submission.
· Provide support for online filings, payments, and notices, including responding to tax authority communications.

Collaborate with senior TPS staff to resolve complex issues and support higher-level filings.

Maintain and update client tax compliance reports and documentation.

Participate in structured mentoring and begin peer support activities.

Accommodate additional work hours during peak monthly processing periods (typically the 5th–20th of each month).Perform other duties and participate in projects as assigned.

SUPERVISORY RESPONSIBILITIES:

This position does not have direct supervisory responsibilities.

May provide informal peer support and guidance as part of structured mentoring activities.

KNOWLEDGE, SKILLS AND ABILITIES:

Familiarity with standard tax compliance regulations for level 1-2 clients.

Proficient in Microsoft Excel and other Microsoft tools; experience with VITR software is a plus.

Strong attention to detail, organizational skills, and ability to manage time and priorities effectively.

Excellent oral and written communication skills.

Customer-focused and results-oriented mindset.

Ability to work independently on routine tasks and collaboratively within a team.

Sound judgment and problem-solving skills.

Willingness to receive mentoring and begin supporting peers.

EDUCATION AND TRAINING:

Associate’s degree in accounting, business, or a related field, or equivalent relevant experience. 2–5 years of related experience in tax processing, accounting, or business. No certifications required; tax-related certifications are encouraged.

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.

Vertex Values:
Together We Win We're building a team of people who are passionate about making an impact for our customers and committed to how that impact is achieved. Our values define the behaviors, mindset, and culture that make Vertex a great place to grow and do meaningful work.

Play to Win or We Don't Play — If we choose to do something, we're choosing to do it because we plan to win. That mindset raises our bar on product quality, customer outcomes, and how we show up for one another.

Work As a Team, Putting the Customer At the Core — Our customers are our true north. Whatever your role, ask: how will this help a customer succeed today? We earn trust through outcomes, not promises.

Achieve Excellence With Integrity, Speed, and Agility — The market isn't slowing down. We'll move faster, adapt quickly, and never compromise on doing things the right way — for teammates, customers, and partners.

Innovate Boldly With a Growth Mindset — Progress demands smart risk. We'll try new approaches, learn fast, and keep pushing the boundaries — especially where AI can remove friction and unlock value.

Communicate with Care, Candor…