Vertex Inc. · 2 weeks ago
Tax Research Manager - AI - Human In The Loop
United States
Full-time
Remote
Senior Level, Lead/Staff
$114K/yr - $149K/yr
8+ years expVertex Inc. is a company focused on tax research and AI products, seeking a Tax Research Manager for their human-in-the-loop team. The role involves analyzing and developing tax product content, ensuring compliance with tax laws, and participating in product planning and operational projects.
ComplianceDocument ManagementSoftware
Responsibilities
Assess tax law impact on products and manage product content and categorization updates using proprietary technology
Analyze legislative and regulatory changes with research tools (e.g., CCH, Lexis-Nexis) to ensure product content compliance
Perform quality assurance testing of product content and categorizations, including customer product information, using data tools and auditing standards such as statistical sampling methods
Gather, prioritize, and address requests for application enhancements or defect resolution
Communicate the status of assigned activities to stakeholders and management
Identify and implement new content standards and procedures
Participate in product planning and requirement discussions as a subject matter expert
Participate in operational and strategic projects as assigned
Support a dynamic, agile environment and collaborate across departments
Enhance job knowledge through ongoing learning and professional development
Seek opportunities to improve processes using emerging technologies and business tools
Occasional travel may be required
Qualification
Required
Bachelor's degree in Accounting, Taxation, Finance, Data Science, or related field required
8+ years in a multi-jurisdictional environment with a focus on Indirect Tax
Industry or consulting experience in Indirect Tax required
Strong analytical, prioritization, and multitasking skills
Excellent communication (oral, written, presentation, facilitation)
Ability to interpret tax laws and apply them to Vertex products
Expertise in multiple tax fields/industries
Experience in one or more Indirect Tax functional areas such as Indirect Tax Engine, Compliance, Audit, or Research
Results-oriented, customer-focused, and able to manage multiple high-impact projects
Proficiency in Microsoft Office
Strong interpersonal skills and ability to collaborate effectively
Preferred
Exposure or experience with emerging technologies, including AI and AI prompting, is preferred
Advanced degrees/certifications (J.D., Master's in Taxation, MBA, CMI, CPA) preferred
Experience or exposure to one or more data tools (Alteryx, Power BI, SQL, or others) preferred
Experience with Vertex or similar tax engines is a plus
Benefits
Vertex Bonus Plan (VOB)
Role-specific sales commission/bonus
Equity grants
Company
Vertex Inc.
The rapid changes taking place in today’s global business, technology, and regulatory environments are having a compounding effect on the complexity of indirect tax management and putting more pressure on the corporate tax function than ever before.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$345M2024-04-23Post Ipo Debt· $345M
2020-07-29IPO
Leadership Team
David DeStefano
Non Executive Chairman
Recent News
The Real Deal
2026-01-15
2026-01-06
Yahoo Finance
2026-01-06
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