Vertex Tax Consultant

Job Summary
Join our dynamic team as a Tax Consultant, where you will play a crucial role in providing expert tax advice and services to our diverse clientele. You will leverage your knowledge of tax laws and regulations to help individuals and businesses navigate their financial obligations effectively. Your expertise in various accounting practices and financial concepts will empower clients to make informed decisions while ensuring compliance with all applicable regulations. Embrace this opportunity to make a significant impact on our clients' financial health!

What you’ll do

• Provide comprehensive tax planning and consulting services, including estate planning and corporate accounting.
• Prepare and review tax returns, ensuring accuracy and compliance with GAAP (Generally Accepted Accounting Principles) and relevant regulations.
• Conduct audits and assist clients with securities law compliance, mergers & acquisitions, and other complex financial transactions.
• Utilize accounting software such as QuickBooks, Quicken, Sage, and Xero for efficient financial report preparation and analysis.
• Collaborate with clients on wills, trusts & estate law matters, providing guidance on asset management and financial planning.
• Perform account reconciliations, balance sheet reconciliations, and regulatory reporting to maintain accurate financial records.
• Analyze financial statements to identify trends, risks, and opportunities for improvement in clients’ financial strategies.
• Support non-profit organizations with specialized accounting needs, including budgeting and payroll management.

Required Qualifications

• 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.

Job Type: Full-time

Pay: $130,000.00 - $180,000.00 per year

Experience:

• indirect taxation: 10 years (Required)
• Vertex tax systems: 5 years (Required)
• ERP integrations: 5 years (Required)
• SQL and data analysis: 5 years (Required)

Work Location: Remote