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<...