VERTEX CONSULTANT — Configuration, Setup &

- Management

ROLE OVERVIEW

Role 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.

What they are looking for

Vertex - end to end installation / configuration / Setting rules / instance management /

Artifacts / driver / category / mapping/ pre-accessed / post assessed rules / lookup tables / a person needs to understand those and when to use them and also configure them

Do stuff from beginning to end in vertex - Set up vertex / set rules / use artifacts / Rules configuration

Not looking for SAP/ERP/Integration experience.

Engineer for Vertex O Series Configuration:

- Lead the design and configuration of Vertex O Series for indirect tax calculation including Sales &
- Use Tax, VAT, GST and other relevant tax types.

- Configure Vertex O Series to meet business requirements, including tax payers, taxability rules, rates, exemption certificate management and more.

- Develop and implement robust tax rules for various global jurisdictions, understanding their unique indirect tax regulations.

- Work closely with finance, product, and engineering teams to translate business needs into effective Vertex O Series solutions.

Vertex Setup &

- Management:

- Provide essential support for the on-premise installation, configuration, and ongoing management of our Vertex O Series application.

- Apply monthly Vertex tax content updates (rates, rules,



jurisdictions) and perform associated testing to ensure accuracy and compliance.

- Troubleshoot and resolve tax calculation errors, data discrepancies, technical and performance issues.

- Manage user access, roles, and permissions within the Vertex O Series on-premise environment.

- Lead the design and configuration of Vertex O Series for indirect tax calculation including Sales &
- Use Tax, VAT, GST and other relevant tax types.

- Troubleshoot and resolve tax calculation errors, data discrepancies, technical and performance issues.

KEY RESPONSIBILITIES

Vertex Configuration

- Analyze new and evolving tax rules and map them to 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

- Manage and deploy configuration changes as tax rules evolve over time

- Monitor instance health, performance, and availability

- Handle version upgrades, patches, and platform maintenance

- Support deployment of rule changes through production environment

- Support tax audits by providing configuration documentation and transaction-level traceability

- Coordinate workstream ownership across the shared consultant team

REQUIRED SKILLS &

- EXPERIENCE

- 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 setting 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

📌 Vertex Consultant (Bengaluru)
🏢 Flexton
📍 Bengaluru