Tax Processing Assistant II

Job Description:

SUMMARY:

The Tax Processing Assistant (TPA) II is responsible for supporting the tax compliance process by preparing, filing, and processing electronic tax returns and payments. This role ensures timely and accurate handling of tax documents, correspondence with clients and jurisdictions, and maintenance of essential records and reports. The TPA operates as an individual contributor, receiving mentoring and training from senior team members, and plays a key role in maintaining compliance and supporting new client onboarding.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

• Complete 500-750+ electronic return filings and payments per month, ensuring accuracy and timeliness.
• Respond to jurisdictional notices, take corrective action as necessary, and log all notices in Oracle Service Cloud.
• Correspond directly with clients and/or taxing jurisdictions to answer questions and resolve issues.
• Create and maintain reports from various sources for both internal and external use.
• Process incoming mail, including logging and tracking jurisdictional notices.
• Prepare returns and check payments for mailing by established deadlines.
• Support the new client setup process, ensuring all documentation and filings are completed.
• Maintain and update pertinent business information and records.
• Participate in other projects or duties as assigned to support the tax team.

SUPERVISORY RESPONSIBILITIES:

None. This is an individual contributor role. Receives mentoring and training from senior team members.

KNOWLEDGE, SKILLS AND ABILITIES:

• Basic understanding of tax forms and filing requirements.
• Experience with Microsoft tools, with proficiency in Excel.
• Ability to create, edit, and maintain spreadsheets and reports.
• Strong organizational and communication skills.
• Detail-oriented with strong follow-up and analytical skills.
• Ability to resolve issues quickly and efficiently. · Capable of handling confidential/sensitive information discreetly.
• Able to work as part of a diverse team and interact effectively with clients, taxing jurisdictions, and internal staff.
• Ability to follow standard practices and procedures, and detailed instructions.
• Willingness to learn and adapt to new processes and systems.
• Results-oriented, customer-focused, and able to manage time and priorities effectively.

EDUCATION AND TRAINING:

High School diploma required. 2-4 years of relevant experience in tax processing, administrative support, or a related field. No certifications are required. On-the-job training and mentoring provided by senior team members.

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 and Transparency - Honest, constructive conversations make us better. Let's speak plainly about what's working and what isn't and help each other improve.

Pay Transparency Statement:

US Base Salary Range: $47,000.00 - $61,100.00

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.