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.
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 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
Thanks
Neha Singh
[Confidential Information]
