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.

200535 Requisition #



This position will be responsible for the preparation and filing of all external financial reporting documents and related SEC filings and accounting for all equity-based transactions.   





To perform this job successfully, an individual must be able to perform the following:


  • Participate in the coordination and preparation of quarterly reports (10-Q), annual reports (10-K) and current reports (8-K) and review of other SEC periodic non-financial reports.

  • Work with various personnel and departments and the Disclosure Committee to collect information and input into the above referenced reports; coordinate, review and collect comments on the various drafts; prepare support files; challenge the appropriateness of disclosures; complete all relevant disclosure checklists and reporting questionnaires.

  • Responsible for financial and SEC reporting of all equity-based transactions and related compensation accounting, including managing the valuation methodology and related calculations.

  • Coordinating and collaborating with human resource and legal functions on equity-based transactions and ensuring the integrity of the data maintained in the equity tracking tool.

  • Assist with month-end close and financial statement review and support Audit Committee engagement as needed.

  • Responsible for coordinating reviews and audits with external auditors and accounting and supporting review/audit prep processes.

  • Monitor the development and applicability of emerging accounting and reporting rules being deliberated by the SEC, FASB, PCAOB, IASB or other governing agencies or regulators.

  • Maintain reporting time table and monitor progress against reporting cycle milestones.

  • Identify opportunities for automation and efficient processes around SEC reporting and accounting for equity-based transactions.

  • Responsible for technical accounting research, documentation and implementation of related impacts.

  • Support documentation and maintenance of Company controls, policies and procedures, where applicable.

  • Review and, where necessary, assist with the disclosures for the separate subsidiary year-end financial statements.

Knowledge, skills and abilities:

  • Comprehensive understanding of GAAP and financial reporting principles
  • Familiarity with IFRS desired
  • Combination of private industry and public accounting experience
  • Strong technical accounting research skills
  • Ability to act as an advisor on professional and technical issues with a view toward reaching strategic decisions
  • Experience with XBRL tagging
  • Excellent analytical, organizational and project management skills
  • Excellent written and verbal communication skills
  • Advanced Microsoft Excel skills
  • Organized, detail-oriented, and able to multi-task with limited supervision
  • Team player with a positive attitude and a willingness to tactfully challenge or disagree when appropriate
  • Proven ability to thrive under pressure and meet tight deadlines
  • Ability to adapt quickly to a fast-paced and dynamic work environment
  • Ability to interact effectively with all levels of management and staff 
  • Demonstrated ability to thrive in a collaborative work environment
  • Prior experience designing, implementing, and documenting policies and procedures in a SOX environment
  • Experience with the following systems is preferred: Oracle, Global Shares, Toppan Merrill Bridge Platform, Adaptive Planning

  • Proficiency in Microsoft Office packages is required, including strong proficiency with Excel



  • Bachelor’s degree in Accounting

  • Certified Public Accountant required

  • Public accounting experience required

  • 5-10 years of progressive accounting experience

  • 3+ years of SEC reporting experience

  • Technology industry experienced preferred


Other Qualifications – The Winning Way behaviors that all Vertex employees need in order to meet the expectations of each other, our customers, and our partners:

  • Communicate with Clarity - Be clear, concise and actionable. Be relentlessly constructive. Seek and provide meaningful feedback.

  • Act with Urgency - Adopt an agile mentality - frequent iterations, improved speed, resilience. 80/20 rule – better is the enemy of done. Don’t spend hours when minutes are enough.

  • Work with Purpose - Exhibit a “We Can” mindset. Results outweigh effort. Everyone understands how their role contributes. Set aside personal objectives for team results.

  • Drive to Decision - Cut the swirl with defined deadlines and decision points. Be clear on individual accountability and decision authority. Guided by a commitment to and accountability for customer outcomes.

  • Own the Outcome - Defined milestones, commitments and intended results. Assess your work in context, if you’re unsure, ask. Demonstrate unwavering support for decisions.



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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