- Vertex Configuration
- Analyze current and evolving tax rules and map them into Vertex configuration settings
- Configure tax rules, Boolean logic conditions, product/service taxability codes, and jurisdictional settings
- Translate complex tax requirements and conditional rule structures into accurate Vertex rule definitions
- Work with the team to validate configurations against real-world transaction scenarios
- Document configuration decisions, rule logic, and change rationale for audit and handoff purposes
- Instance Setup & Installation
- Lead end-to-end Vertex instance provisioning and installation (cloud-hosted or on-prem)
- Configure system-level settings, connectors, and integrations with ERP and commerce platforms
- Manage environment setup across dev, staging, and production tiers
- Ensure proper data flows between Vertex and upstream/downstream systems
- Ongoing Management & Deployment
Preferred candidate profile
- Minimum 5 years of hands-on Vertex O Series or Vertex Cloud experience configuration and administration
- Strong understanding of U.S. sales & use tax rule structures
- Experience with Boolean logic and conditional tax rule configuration in a tax engine
- Instance setup and environment management expertise
- Familiarity with integrating Vertex into large-scale e-commerce or ERP environments
- Understanding of U.S. marketplace facilitator legislation and its impact on tax engine configuration
- Ability to work within a shared/part-time consulting model, coordinating across team members
Nice To Have
- Vertex O Series Associate Implementer certification or equivalent
- Prior experience supporting a large marketplace platform
- Avalara AvaTax experience as a complementary platform
- Experience with SAP or Oracle ERP integrations with Vertex