Posted:
Vertex Inc. is seeking a detail-oriented Tax Processing Associate to prepare and file sales and use tax returns for level 1–2 clients. The role focuses on maintaining accurate and timely tax filings, reviewing client data, addressing discrepancies, and ensuring compliance with applicable tax regulations.
The successful candidate will communicate regularly with clients, support senior tax processing team members, and contribute to a collaborative work environment. This position also provides structured mentoring and opportunities to assist peers while developing broader tax processing expertise.
Key Responsibilities:
• Prepare an average of 600+ sales and use tax returns each month for level 1–2 clients.
• Review client tax information, identify discrepancies, and make appropriate corrections.
• Format and import monthly tax data into Vertex Indirect Tax Returns (VITR) software.
• Process electronic tax filings and payments while ensuring all deadlines are met.
• Respond to client questions and tax authority communications through phone and email.
• Support online filings, payments, tax notices, and related compliance activities.
• Work with senior Tax Processing Services staff to resolve more complex issues.
• Maintain accurate client tax compliance reports and supporting documentation.
• Participate in mentoring programs and provide informal peer support when appropriate.
• Work additional hours during peak processing periods, typically from the 5th through the 20th of each month.
Requirements:
• 2–5 years of related experience in tax processing, accounting, or business.
• Associate’s Degree in Accounting, Business, or a related field, or equivalent relevant experience.
• No certification is required, although tax-related certifications are encouraged.
• Strong attention to detail with excellent organizational and time-management abilities.
• Customer-focused approach with sound judgment and problem-solving skills.
• Ability to work independently on routine assignments and collaborate effectively with a team.
• Strong knowledge of:
• Standard sales and use tax compliance regulations for level 1–2 clients.
• Microsoft Excel and other Microsoft Office tools.
• Vertex Indirect Tax Returns (VITR) software is preferred.
• Electronic tax filings, payments, notices, and compliance documentation.
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