Supervisor - Tax Research

Job Description:

This position is responsible for supervising the Tax Research Group with day-to-day activities in efforts to maintain and develop tax products, including up-to-date, consistent, and accurate interpretations of tax statutes, regulations, and other compliance policies.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

• Provide guidance to those they lead on the creation and execution of their work assignments.

• Communicate status of team activities to project team and research management.

• Assist in setting deadlines, scope of projects, and assist in the review of work completed by the team.

• Identify, document, and implement new content standards and procedures.

• Ensure consistency of standards and procedures across product lines.

• Structure complex tax content within Vertex products in a logical manner that is consistent with system architecture and platforms.

• Understand and resolve complex customer issues and systems architecture to develop solutions.

• Monitor requirements and product changes and update processes accordingly.

• Represent Tax Research as a stakeholder in segment level product requirements and project planning activities.

• Ensure testing is performed to SSAE-16 and internal audit standards at all times.

• Lead by example; set and communicate high expectations, motivate self and others to achieve them.

• Own attainment of high employee satisfaction and retention; lead development of programs and initiatives within group to attain high employee satisfaction.

• Promote common goals and shared purpose among team members.

• Look for opportunities to improve work processes and activities by using business technology and other resources.

• Raise leadership awareness regarding appropriate resourcing of staff to achieve goals and objectives.

• Lead or participate in other operational, strategic, and complex projects or duties as assigned.

• Represent Vertex as a subject matter expert at product demonstrations, presentations, seminars, panels and webcasts if needed.

• Occasional travel required.

• Participate in other projects or duties.

SUPERVISORY RESPONSIBILITIES:

• Determine appropriate resourcing of staff in order to achieve goals and objectives.

• Coach employees on performance gaps, career development opportunities, and strategies.

• Mentor and coach employees on all human resource related processes including onboarding, performance management, employee relations, compensation and rewards.

• Recognize others’ contributions and share credit for success.

• Own attainment of high employee satisfaction and retention; lead development of program and initiatives within group to attain high employee satisfaction.

• Prepare and manage budget as assigned; analyzes variances and initiates corrective actions to maximize operational performance.

KNOWLEDGE, SKILLS AND ABILITIES:

• Proficiency in all aspects of tax compliance appropriate for the position.

• Strong quality assurance background.

• Strong leadership skills.

• Process oriented.

• Knowledge and understanding of content development and testing processes.

• Excellent presentation and facilitation skills.

EDUCATION AND TRAINING:

• Bachelor’s degree in Accounting, Taxation, Finance, or similar degree

• Five (5) plus years of experience in corporate indirect tax;

• With up to two years (2) plus years of leadership experience

• Experience with tax software is highly desirable.

• Experience with software testing processes and tools.

• 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.