Supervisor - Tax Processing - Vertex Inc

Job Description:

This position is responsible for ensuring clients' sales and use tax returns are filed and paid in an accurate and timely manner; compliance with internal processes, efficiencies and controls; reducing risk for the MSO Returns Processing Services team; and maintaining high client satisfaction. This position will oversee a team performing a wide range of duties associated with the sales and use tax (SUT) compliance function.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

• Supervise, coach, develop, train and mentor tax returns processing staff to achieve personal and business goals.

• Assist the Operations Manager in planning, organizing, and coordinating functions relating to the operation of the business

• Manage and communicate the status of internal processes to ensure compliance with deadlines and business requirements

• Ensure clients tax returns and tax data are reviewed for accuracy, investigate questionable data and lead and take corrective actions.

• Ensure complete notice documentation is on the client portal to ensure transparency.

• Document unusual out-of-scope issues both internally and externally.

• Ensure continuing development and documentation of internal processes and procedures.

• Provide recommendations and suggestions for improvements in aspects relating to increased performance.

• Implement and manage process and system changes.

• Train new hires as necessary and ensure policies and procedures are followed.

• Continuous identification of returns process and system improvements (that support the compliance process).

• Identify and help to solve system issues.

• Ensure client notices from taxing jurisdictions are handled in a timely manner.

• Serve as a liaison between work centers to foster collaboration, gain support, and work towards attainment of organizational goals.

• Work with product management, treasury and development staff to improve and prioritize manual and automated processes.

• Prepare client sales and use tax returns for the time sensitive SUT compliance cycle, as necessary or assigned.

• Manage the client onboarding process ensuring customers are onboarded on time.

• Act as an escalation point for internal and external customers.

• Ensure that clients' tax mail (forms, notices, and bulletins) is reviewed and addressed.

• Ensure response to, resolution, and tracking notices from taxing jurisdictions in a timely manner through written and verbal communication with state and local tax representatives.

• Exercise professional judgment to resolve issues.

• Work with Customer Support and Implementation leadership to resolve customer issues.

• Fulfill speaking engagements on topics of importance to Vertex Inc.

• Willingness to work overtime, holidays, and weekends based on business need.

• Occasional travel may be required.

• Lead or participate in other projects or duties as needed.

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:

• Specific knowledge of multi-state tax preparation software and preparation of monthly SUT returns.

• Understand various business entities (i.e. retail, software, manufacturing, leasing, etc.) and the related SUT compliance details involved.

• Ability to manage projects and make decisions across multiple opportunities and/or priorities.

• Excellent oral and written communication skills.

• Must be detailed oriented, a team player, and have strong organizational skills.

• Must be able to multi-task and work under tight monthly deadlines.

• Excellent judgment and decision-making capability.

• Strong diplomacy skills are required.

• High self-initiative with the ability to work well under pressure.

• Ability to work without supervision, latitude for independent decision making.

• Ability to build productive internal/external working relationships.

• Must be results oriented, customer focused, and exhibit strong interpersonal skills.

• Proficiency in Microsoft Office packages, strong Excel skills.

• Sufficient knowledge of business communication, including telephone, voicemail, and e-mail and operations of office machines, such as photocopier, scanner, and fax.

EDUCATION AND TRAINING:

• Bachelor's degree in Business, Accounting or similar field required.

• Five (5) plus years of experience in Sales and Use Tax returns.

• Up to two (2) plus years of leadership responsibility.

• Public accounting or big four experience preferred.

• Previous experience working with senior management and business leaders.

• Previous experience in reviewing and documenting business processes, controls, and models.

• Previous supervisory experience or equivalent experience growing team members and accountability for performance.

• 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.

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.