Tax Consultant

VERTEX CONSULTANT - Configuration, Setup & ManagementROLE OVERVIEWRole configuring, deploying, and managing Vertex O Series as tax rules evolve. The engagement covers the full Vertex lifecycle - from instance setup and installation through ongoing configuration and production deployments. Work is structured on a shared, part-time basis across a small consulting team.

KEY RESPONSIBILITIESVertex ConfigurationAnalyze new and evolving tax rules and map them to Vertex configuration settingsConfigure tax rules, Boolean logic conditions, product/service taxability codes, and jurisdictional settingsTranslate complex tax requirements and conditional rule structures into accurate Vertex rule definitionsWork with the team to validate configurations against real-world transaction scenariosDocument configuration decisions, rule logic, and change rationale for audit and handoff purposesInstance Setup & InstallationLead end-to-end Vertex instance provisioning and installation (cloud-hosted or on-prem)Configure system-level settings, connectors, and integrations with ERP and commerce platformsManage environment setup across dev, staging, and production tiersEnsure proper data flows between Vertex and upstream/downstream systemsOngoing Management & DeploymentManage and deploy configuration changes as tax rules evolve over timeMonitor instance health, performance, and availabilityHandle version upgrades, patches, and platform maintenanceSupport deployment of rule changes through production environmentSupport tax audits by providing configuration documentation and transaction-level traceabilityCoordinate workstream ownership across the shared consultant team

REQUIRED SKILLS & EXPERIENCEMinimum 5 years of hands-on Vertex O Series or Vertex Cloud experience - configuration and administrationStrong understanding of U.S. sales & use tax rule structuresExperience with Boolean logic and conditional tax rule configuration in a tax engineInstance setup and environment management expertiseFamiliarity with integrating Vertex into large-scale e-commerce or ERP environmentsUnderstanding of U.S. marketplace facilitator legislation and its impact on tax engine configurationAbility to work within a shared/part-time consulting model, coordinating across team members

NICE TO HAVEVertex O Series Associate Implementer certification or equivalentPrior experience supporting a large marketplace platformAvalara AvaTax experience as a complementary platformExperience with SAP or Oracle ERP integrations with Vertex

ThanksNeha Singh