Vertex Tax Techno Functional Consultant

Key Responsibilities:

Functional Support

• Apply expertise in Indirect Taxation including Sales & Use Tax, VAT, GST, and Withholding Tax across different jurisdictions.
• Maintain and troubleshoot Vertex Tax Calculation Rules, Tax Jurisdictions, and Product Taxability Assignments.
• Support ERP integrations with Vertex (e.g., Oracle Fusion and internal systems).
• Ensure accuracy of tax rates, exemptions, and tax determinations.
• Manage Tax Configuration, Tax Categories, and Exemption Certificates within Vertex.
• Support Tax Reporting and Compliance, including generating reports for tax filing and audit purposes.
• Handle Tax Accruals and Reconciliations to ensure General Ledger accuracy.
• Receive, analyze, and prioritize related support tickets.
• Provide timely solutions to users.
• Document resolution steps and knowledge base articles.
• Support system upgrades and patches.
• Monitor system performances and recommend improvements.

Technical Operations

• Perform SQL & Data Analysis by querying ERP and Vertex databases for tax calculations, transaction history, and reconciliation.
• Troubleshoot ERP-Vertex integration issues including debugging tax calculation problems, missing tax rates, and incorrect invoice tax postings.
• Maintain API Data Feeds including Vertex API calls, REST/SOAP integrations, and data flow between Vertex and ERP systems.
• Implement Performance Optimization by identifying slow queries, resolving batch processing issues, and improving tax data loads.
• Support FBDI & ADFdi usage for importing and updating tax rates, transactions, and exemption certificates in Oracle Fusion.

Compliance & Reporting

• Support Tax Reporting for Compliance (Sales & Use Tax, VAT/GST Returns, Withholding Tax Reports, 1099/1042 forms, etc.).
• Assist in SOX Audits, ensuring controls, documentation, and approvals are in place for tax processes.
• Reconcile tax liabilities in Vertex vs. ERP tax subledger vs. GL postings.
• Prepare and validate audit-ready tax reports for external and internal audits.
• Ensure compliance with Vertex Tax Engine updates (new tax rates, regulatory changes, etc.).

Operational Support

• Utilize Vertex Support Website (MyVertex) for issue resolution.
• Create and manage support tickets.
• Access Vertex Knowledge Base, Release Notes, and Patches.
• Follow up on issue resolutions and track service requests.
• Test tax rate updates and system upgrades.
• Coordinate regression testing for ERP and Vertex quarterly updates.
• Assist accounting, tax, and finance teams with Vertex-related issues.
• Document troubleshooting steps and best practices for tax processing.

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.