Director - Tax Research

This Senior Leadership role is responsible for leading a team of approximately 30 tax research professionals responsible for the research, analysis, interpretation, application, design logic & rules to create and maintain our North America Indirect Tax content for all of Vertex’s Tax Determination products, including communication taxes. The role will have a deep grasp of current tax issues and environments that impact multinational corporations, tax risk management principles, and transparency requirements.

The leader will serve as the Tax research Indirect Tax Subject Matter Expert, collaborating closely with its international counterpart as well as with our Product Management Leadership and Chief Tax Office.  This role will champion Vertex’s unique value proposition in Indirect Tax Determination, shape solution execution and maintain a thought leadership position in this constantly evolving domain.

The role will require strong leadership and communication skills at C-level, and deep experience working with cross functional teams to drive results and optimize operations.

This leader will be accountable for enhancing and streamlining operational processes, driving efficiency across workflows, and championing the adoption of automation to transform how tax content is sourced, maintained, and delivered.  A deep understanding of how tax teams leverage technology to achieve scale and accuracy is essential, as is the ability to influence and embed these capabilities into the organization’s operating model. 

KEY RESPONSIBILITIES

Operational Excellence

• Manage the review, interpretation, and testing of complex tax scenarios to create and maintain the tax rules within the software assuring accurate tax results. Support and advise on matters of North America law and taxation.
• Look for operational excellence and best practices on how to maintain and develop our tax content.
• Provide thought leadership as a Subject Matter Expert (SME), championing Vertex’s leadership in Indirect Tax and promoting the brand within influential tax organizations.
• Provide an outside-in perspective on how Indirect Tax departments utilize and maintain Indirect Tax software.  
• Influence product direction and content roadmaps for North America Indirect Taxes, particularly with respect to Vertex Tax Determination products.
• Occasional travel is required.

Leadership Responsibilities

• Mentor and develop leadership talent within Tax Research to strengthen Vertex’s global Indirect Tax credentials.
• Support recruiting and retention strategies to build a world-class Tax content team.
• Drive employee engagement initiatives to maintain high satisfaction and performance.

EDUCATION AND EXPERIENCE:

• Bachelor’s degree in Accounting, Taxation, Finance, data science, or similar degree required. Advanced knowledge through experience is preferred.
• Excellent communicator at C-level

• O Series or equivalent certification preferred

• Fifteen (15) plus years multi-jurisdictional environment with emphasis in Indirect Tax

• Ability to lead projects

• Strong experience with research tools such as CCH, Lexis-Nexis, BNA, RIA, etc.

• Industry experience and experience with Vertex or other Tax engines is required

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.

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.

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.