[Hiring] Tax Processing Assistant II @Vertex Inc.

Role Description

Complete 500–750+ electronic tax return filings and payments per month, ensuring accuracy and adherence to established deadlines.

• Respond to jurisdictional notices, take corrective action as needed, and log all activity in Oracle Service Cloud.
• Correspond directly with clients and taxing jurisdictions to answer questions and resolve filing or compliance issues.
• Process, log, and track incoming mail, including jurisdictional notices, and maintain accurate records and reports for internal and external use.
• Support new client onboarding by ensuring all required documentation and filings are completed accurately and on time.
• Maintain and update business information and filing records in accordance with established procedures and compliance standards.

Qualifications

• 2–4 years of experience in tax processing, administrative support, or a closely related field.
• Basic working knowledge of tax forms, filing requirements, and compliance processes.
• Proficiency in Microsoft Excel; ability to create, edit, and maintain spreadsheets and reports.
• Strong organizational skills with high attention to detail, consistent follow-through, and effective time management.
• Ability to handle confidential and sensitive information with discretion and professionalism.
• Clear written and verbal communication skills for correspondence with clients, taxing jurisdictions, and internal teams.
• Demonstrated ability to follow standard practices, procedures, and detailed instructions in a structured, high-volume environment.

Requirements

• Familiarity with Oracle Service Cloud or a comparable case management or notice-tracking system.
• Prior experience in a deadline-driven, high-volume processing environment.
• Demonstrated ability to identify issues and resolve them efficiently with minimal supervision.
• Willingness to learn and adapt to evolving processes, systems, and regulatory requirements.
• Equivalent combination of education, training, and relevant professional experience accepted in lieu of a formal degree.

Benefits

• US Base Salary Range: $47,000.00 - $61,100.00
• 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.
• This role may be eligible for the Vertex Bonus Plan (VOB), a role-specific sales commission/bonus, and/or equity grants.