CareerPlan

Field Consultant Principal

New York, NY, USFull-time$158k–$205k2026-11-08 → 2026-11-09

Core

Senior-level individual contributor managing all phases of Vertex Tax Technology implementations, serving as Project Lead and Manager for multiple concurrent client engagements while providing guidance to less experienced consultants.

Role type

Senior IC Field Consultant / Project Manager

Builds

Scalable implementation solutions for Vertex Tax Technology and partner host applications

Domain

Tax technology / Enterprise software implementation

Required skills

Vertex Tax Technology expertise, Project Management, Solution Design, System Configuration, Client Relationship Management, Risk Assessment, Multi-project Management, Technical Troubleshooting, Presentation Skills, Knowledge Transfer

Preferred skills

ERP knowledge, Business Development, Pre-sales support

Technologies

Vertex applications, Windows environments, Client-server database environments

Responsibilities

Manage full lifecycle of Vertex Tax Technology implementations from requirements to go-live; Lead and coordinate multiple concurrent client projects; Provide oversight and mentorship to junior consultants; Identify and resolve client implementation issues; Collaborate with client tax/IT teams and third-party advisors; Support business development and Statement of Work creation.

Seniority

Senior, hands-on IC with project leadership