Job Title: Senior Manager, Transaction Tax Transformation and Automation
Job Responsibilities:
The Senior Manager, Tax Technology is responsible for managing the delivery of technology automation projects that transform a client's tax organization. This includes managing project scope, tasks, project teams, timelines, budgets, and resource allocation. The role involves overseeing the primary phases of a standardized software development/implementation approach, including requirements analysis, functional and technical design, process design and configuration, and the installation of enterprise-class tax automation solutions. The Senior Manager maintains and supports existing client relationships, assists with business development activities by preparing proposals, and provides technical leadership and guidance to staff resources.
The key responsibilities for this role are categorized into three main areas: People, Client, and Value.
People:
- Supervise, coach, mentor, and train staff as required.
- Provide project management support to the delivery team as they configure tax automation software solutions, assuming responsibility for day-to-day project management duties.
- Create and execute project workplans, enforcing proper methodology and standards.
Client:
- Manage day-to-day operational aspects of projects.
- Oversee the creation of custom solutions for client tax automation and process needs.
- Oversee the creation of client deliverable documentation, including creating, composing, and editing written materials.
- Oversee technical delivery, including the development of Alteryx workflows, tax engine or ERP configurations, and the development of custom solutions.
- Review documentation and deliverables created by the project team, confirming business and system processes performed for tax determination, and work with the team and clients to help review, define, and document existing and proposed transaction tax processes.
- Develop project workplans and timelines associated with project deliverables.
- Create processes to track adherence to project timelines and budgets, helping drive project profitability and efficiencies.
- Manage and validate data gathering, extraction, and analysis of client data.
- Manage client data acquisition to support the tax technology services as required.
- Travel to client locations to gather requirements, review processes, and perform other tax technology services as necessary.
- Provide management support to client service teams and clients.
- Prepare and distribute weekly project status reports to all project stakeholders.
Value:
- Manage projects and teams who deliver solutions that are transformative in nature and eliminate challenging areas for clients throughout the transaction lifecycle, including Tax Policy, Tax Determination, Compliance, Audit Support, and Tax Planning.
- Lead new process designs for tax transformation, including tax determination, data enablement supporting the tax organization, and other transformational areas.
- Lead implementation, testing, maintenance, and support of software based on technical design specifications.
- Lead or facilitate architecture and code reviews.
- Perform management review of technical design specifications based on functional requirements and analysis documents.
- Review functional requirements, analysis, and design documents and provide feedback.
- Investigate software development tools.
- Analyze existing business and system processes.
- Document business and system processes performed for tax determination.
- Lead development, installation, and configuration of tax automation software solutions.
- Oversee creation, execution, and documentation of testing scenarios.
- Perform other duties as assigned.
Education and Experience:
- A Bachelor’s or Master’s degree in Accounting, Information Systems, Management Information Systems, or Information Technology and Management is required, along with a minimum of seven hours of Accounting.
- Five to ten years of related tax automation and technology experience.
- Experience leading a team and supervising, coaching, mentoring, and training staff as required.
- Experience leading requirements gathering and design workshops and documenting solutions for review by management.
- Strong solution-minded and design skills are required.
- Excellent written and verbal communication skills are required.
- Experience with complex software development projects through all phases of the software development life cycle.
- Working knowledge of software such as Robotic Process Automation (RPA) tools (Automation Anywhere, UiPath, BluePrism), Data ETL tools (Alteryx, PowerQuery, Dataiku, Tableau Prep, Knime), and data visualization tools (PowerBI, Tableau).
- Experience with Generative AI & LLM is a plus.
Computer Skills:
- Intermediate knowledge of Microsoft Word, Access, Excel, Outlook, and Internet navigation and research is required.
- Working knowledge of software such as Robotic Process Automation (RPA) tools, Data ETL tools, and data visualization tools.
- ERP knowledge specific to tax determination and finance, with experience in SAP ECC / HANA being a plus.
- Experience with Tax Technology software such as OneSource Determination, Vertex O Series, Vertex Returns, and OneSource Compliance is also a plus.
Certificates and Licenses:
- A valid driver’s license is required.
Work Environment:
- Standard indoor working environment.
- Occasional long periods of sitting while working at a computer.
- Position requires regular interaction with employees at all levels of the company and interface with external vendors as necessary.
- Independent travel requirement: Up to 15%.
Salary Information:
- For certain California-based roles, the base salary hiring range for this position is $161, - $213,.
- For other California-based locations, the base salary hiring range is $161, - $195,.
- For Colorado-based roles, the base salary hiring range is $161, - $187,.
- For New York-based roles, the base salary hiring range is $161, - $213,.
- For Washington-based roles, the base salary hiring range is $161, - $195,.
- Offers are based on many factors, including qualifications and experience. Certain roles may be eligible for incentive compensation.
Equal Opportunity Employer: disability/veteran
