Define Your Potential

Thank you for considering Vertex Inc, and we are excited about the opportunity to learn more about you, and help you define your potential contributions at Vertex! Our goal is to find new team members that work to help our clients unleash the strategic potential of Corporate Tax worldwide.

Vertex is considered a premier partner to Oracle, SAP, and works closely with the Big 4 and other leading software providers, as well as tax and accounting firms to provide the most integrated enterprise tax technology solutions available today to the most recognized brands of the world!  We have enjoyed workplace and business recognitions including’s Top Places to Work for three years in a row, Working Mother 100 Best Companies, and SmartCEO's Philadelphia Corporate Culture Award.

Tax Research
200461 Requisition #

Responsible for following the industry standard project management practices in planning and managing the development and execution of multiple highly complex mission critical projects. Create the project scope and charter, define project guidelines, obtain project sponsor approvals, estimate task and determine dependencies, and coordinate the resources necessary to successfully complete the project

  • Responsible for managing all aspects of multiple large-sized, highly complex mission critical business and commercial software projects.
  • Prioritizes work efforts on projects within a program.
  • Defines/refines the project scope, estimates project cost, further defines project deliverables, and develops/updates charter to be submitted for approval.
  • Determines staffing requirements and is able to recommend project teams consisting of representatives from multiple entities filling necessary roles for the project based on a staffing estimate and schedule.
  • Provides work directions and leadership to assigned projects including scheduling, assignment of work, and review of project efforts.
  • Ensures that all project members understand their role, expected deliverables, and task completion dates.
  • Proactively resolves dependencies with other projects and activities.
  • Monitors project milestones, critical dates, and dependencies to identify potential issues that could jeopardize the project schedule.
  • Implements strategies to resolve schedule issues. 
  • Keeps management aware of the major issues. 
  • Proactively manages any effects on related projects.
  • Assesses variances from the project plan, analyzes them, gathers metrics, and develops and implements changes as necessary to ensure that the project remains within specified scope (e.g. original charter and all approved changes), budget (e.g. time and cost), and quality objectives.
  • Manages effects on related sub-projects, and projects with dependencies.
  • Reports status to project sponsor during the project execution.
  • At project completion, informs project sponsor of the deliverables and confirms their acceptance.     
  • Evaluates internal customer satisfaction level and develops strategies to increase the level of satisfaction when needed.
  • Develops a core team in order to delegate the management responsibilities of specific areas of the project when necessary.
  • Provides the project team constructive feedback as it pertains to project performance.
  • Works with the project team to integrate areas of improvement into the project life cycle and project management processes.
  • Develops and enhances a productive working relationship with project sponsors, vendors, and key entities, which may include making project team changes.
  • Coaches or mentors less experienced project team members and other project managers.
  • Provides input to, and may conduct, team member performance reviews.
  • Develops and implements training plans for project members.
  • Leads efforts that extend and enhance the project management discipline at Vertex.
  • Participates as a key leader in developing and executing Project Management processes including auditing standards and processes.
  • Participate and / or lead in other projects or duties.
  • Occasional travel required.

  • In-depth knowledge of product development, information systems, software development lifecycles, facilitation and influencing, and project management methods. 
  •  Apply advanced project management methodology (e.g. Agile, Waterfall, Iterative, Critical Chain), concepts (e.g. Earned Value, Dynamic Modeling, Multi-constraint Analysis), and tools (e.g. MS Project, Oracle, @Risk) to all projects.
  • Expert knowledge of project planning, execution, controlling, and closing as described in the Project Management Body of Knowledge (e.g. PMBOK), and have a working knowledge of program and portfolio methods.
  • Advanced ability to estimate (multiple methods), plan, and track complex, technical, and dependent tasks.
  • In-depth knowledge of the latest areas of new technology and be able to apply this to their projects. 
  • Ability to lead and mentor diverse, geographically separated, and complex teams, as well as, being able to recommend project resource strategies.
  • Work independently with an ability to resolve enterprise level issues.
  • Have strong problem solving, risk assessment and negotiation skills with experience in managing project dependencies.
  • Have advanced interpersonal skills with ability to serve as primary liaison for internal customers.
  • Good time management, communications, decision-making, presentation skills (to all levels of leadership), and organization is required.
  • Ability to be a key contributor to a solution or venture leadership team.
  • Ability to abstract key project dependency and priority patterns from the task level in order to align the project milestones and interim deliverables to enterprise objectives and other dependent projects.
  • Ability to listen and understand information and communicate the same.
  • Possess good organizational skills.
  • Results oriented, customer focused, and exhibit good interpersonal skills.
  • Proficiency in Microsoft office packages.
  • Sufficient knowledge of business communications, including telephone, voicemail, and e-mail and operations of office machines, such as photocopier, scanner, and fax.
  • Bachelor’s Degree or equivalent; Master’s Degree preferred
  • Successful completion of recognized project management curriculum and a Project Management Professional certification is required.
  • Six (6) years of Project Management experience in the development of commercial software offerings
  • Three (3) years of experience in managing multiple projects
  • Business experience, software development, and tax/financial industry experience. 
  • Extensive experience in multiple technologies, disciplines, and methodologies (e.g. Waterfall, Iterative, Agile, Critical Chain). 
  • Extensive experience in managing projects in multiple development environments, and experience in managing non-technical business development and/or product development projects. 
  • Experience as a key contributor to product development and delivery strategy teams.
  • Builds Relationships:  Fosters open dialogue and obtains shared commitment to proposals; shared ideas and information to promote mutual understanding, respect, and effective decision-making.
  • Drives for Results:  Acts to create opportunities for Vertex or to avoid future problems; has the courage to act with incomplete information rather than simply thinking about it; maintains a focused commitment to achieving enterprise objectives.
  • Knows the Business:  Understands and applies knowledge of Vertex’s business and processes to accomplish goals.
  • Anticipates Customer Needs (internal and external):  Establishes and maintains productive relationships with customers and partners, anticipating their needs.
  • Learns Continuously:  Expands own knowledge base to enhance performance; seeks development to increase strengths for current and future needs.

The above statements are intended to describe the general nature and level of work being performed by individuals in this position.  Other functions may be assigned, and management retains the right to add or change the duties at any time.

Vertex is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.

While performing the duties of this job, the work environment may require an individual to be able to sit or be stationary at a computer and use computers for extended periods of time and move freely around the building. Travel may be required. 

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