Vertex Tax Consultant

Hi,

Hope you are doing well.

Please find the below JD.

Title: Vertex Consultant

Location: Remote

Type of Hire: Contract

Job Summary

• Seeking an experienced Vertex O Series Developer/Consultant specializing in indirect tax automation (Sales & Use Tax, VAT, GST).
• Responsible for implementing, configuring, and maintaining Vertex O Series solutions and integrating with ERP and financial systems (Workday, CRM, Coupa).
• Ensures accurate tax calculation, compliance, and reporting through tailored Vertex configurations and integrations.

Key Responsibilities

• Implementation & Integration: Deploy and integrate Vertex O Series with ERP systems (SAP, Oracle, NetSuite, Workday, Coupa).
• Configuration: Set up tax rules, taxability logic, rates, and exemption handling to align with business requirements.
• Customization: Develop custom tax drivers, pre/post-tax assist functions, and business-specific tax scenarios.
• Maintenance: Apply monthly Vertex updates, perform regression testing, and ensure tax content accuracy.
• Troubleshooting: Resolve tax calculation errors, integration issues, and discrepancies between Vertex and ERP systems.
• Exemption Management: Configure and maintain customer/supplier tax exemption certificates for compliance.
• Reporting: Build and maintain tax reports and dashboards within Vertex O Series for compliance and audit readiness.
• Upgrades & Support: Manage system upgrades, patches, and provide ongoing technical and functional support.
• Training & Collaboration: Educate users and collaborate with finance, IT, and tax teams to ensure alignment and system adoption.

Essential Skills & Experience

• Vertex O Series Expertise: Deep hands-on knowledge of configuration, rule engine, integrations, and reporting; certification preferred.
• Indirect Tax Knowledge: Strong understanding of US Sales & Use Tax, VAT, and GST; familiarity with Canadian tax is a plus.
• ERP Integration Experience: Proven experience integrating Vertex O Series/Onesource/Avalara with ERP platforms (Workday, Oracle, NetSuite).
• Data Management: Skilled in maintaining accurate customer and supplier tax data.
• Tax Reporting: Experience developing reports and leveraging Vertex analytics tools.
• Technical & Analytical Skills: Strong troubleshooting and problem-solving ability for complex tax scenarios.
• Communication: Excellent written and verbal communication for client and cross-functional collaboration.
• Customer Focus: Commitment to accuracy, compliance, and stakeholder satisfaction.

Nice to Have

• Experience in indirect tax system implementations across multiple jurisdictions.
• Exposure to financial accounting and P2P/O2C processes in ERP systems.