- A Vertex O Series tax consultant specializes in the implementation, configuration, and maintenance of Vertex's O Series software, which focuses on indirect tax automation (sales and use tax, VAT, GST). These consultants help businesses integrate the Vertex O Series with their existing ERP and financial systems to ensure accurate tax calculation, compliance, and reporting.

Key Responsibilities :

- Technical Support and Troubleshooting: Providing expert-level functional and technical guidance on the Vertex O Series, troubleshooting issues, and ensuring the system operates smoothly.

- Working and Troubleshooting on the integration of Vertex O Series with Workday, CRM and Coupa(Procure to Pay)

- Troubleshooting tax calculation errors and data discrepancies between Vertex and the integrated ERP system.

- Upgrades and Maintenance: Managing and executing software upgrades and applying necessary patches to the Vertex O Series.

- Configuration: Configuring the Vertex O Series software to align with a company's specific business requirements, tax rules, and jurisdictional regulations. This involves setting up taxability rules, rates, and exemption handling.

- Collaboration: Working closely with finance, accounting, IT, and legal teams to ensure the Vertex O Series aligns with overall business processes and compliance requirements.

Essential Skills:
- Vertex O Series Expertise: Deep knowledge of the Vertex O Series software, including its configuration options, tax rules engine, reporting capabilities, and integration mechanisms. Certification in Vertex O Series is often preferred.

- Indirect Tax Knowledge: Strong understanding of US sales and use tax laws, VAT, GST, and other indirect tax principles across multiple jurisdictions. Knowledge of Canadian tax regulations can be a plus.

- ERP System Integration: Experience integrating Vertex O Series/Onesource/Avalara with major ERP systems such as workday, Oracle, NetSuite, etc. Understanding of financial accounting processes within these systems is crucial.

- Data Management: Proficiency in managing and maintaining customer and supplier data within Vertex, ensuring accuracy and integrity for tax calculation purposes.

- Tax Reporting: Ability to develop and utilize reporting tools within Vertex to provide meaningful insights and ensure compliance.

- Analytical and Problem-Solving Skills: Strong ability to analyze complex tax scenarios, identify issues, and develop effective solutions within the Vertex environment.

- Communication Skills: Excellent verbal and written communication skills to interact effectively with clients, technical teams, and stakeholders.

- Customer Focus: A strong commitment to understanding and meeting client needs and ensuring a high degree of customer satisfaction.