Job Title: Tax Manager, Tax Technology & Automation
Job Responsibilities:
Process Improvement & Automation Support
- Identify areas within tax compliance, reporting, and planning that are suitable for process standardization and automation.
- Collaborate with internal stakeholders to understand business needs and translate them into functional automation requirements.
- Partner with IT Engineering on the design, testing, and implementation of automated workflows using RPA, AI, and other tools.
Project Participation & Collaboration
- Serve as the business-side project lead on assigned automation initiatives, helping define scope, prioritize tasks, and coordinate cross-functional input.
- Assist in testing, validating, and implementing automation solutions in collaboration with the Engineering team.
- Coordinate user acceptance testing (UAT), training sessions, and documentation efforts for automated processes.
Technology Integration
- Support the evaluation and implementation of tax technologies, including data analytics tools and reporting solutions.
- Work closely with the IT and Tax teams to ensure new automation tools align with current systems and workflows.
Change Management & Communication
- Help develop materials and lead training sessions to support the adoption of new tools and processes within the tax department.
- Act as a change agent by promoting a culture of innovation and continuous improvement.
Performance Tracking
- Assist in tracking KPIs and metrics to measure the impact and effectiveness of automation projects.
- Provide regular updates to leadership and key stakeholders on progress, issues, and opportunities.
Education and Experience Information:
- Bachelor’s degree in Accounting, Finance, Business Administration, Computer Science, or a related field.
- Minimum of 5 years of experience in public accounting (with a focus on taxation) or equivalent in-house tax experience, with an emphasis on process improvement and Tax automation.
- At least 1 year of managerial experience, including oversight of both clients and team members.
- Strong knowledge of tax compliance and reporting requirements.
- Proficiency with tax software and automation tools (., RPA, AI platforms, data analytics).
Preferred Qualifications:
- CPA, equivalent professional certification, or an advanced degree (., MST, JD, MBA).
- Experience collaborating with IT or engineering teams on automation and process improvement initiatives.
- Familiarity with project management tools and methodologies.
- Experience with tax technology tools and platforms such as CCH Access, GoSystems, Power Platform (Power BI, Power Automate), low-code automation tools, Alteryx, Tableau, Microsoft Excel, and programming languages (., Java, C++, Python).
Salary Information:
- In Northern California, the compensation range for this position is $120,000-$150,000.
- In Southern California, the compensation range for this position is $115,000 - $145,000.
- In Washington, the compensation range for this position is $115,000-$145,000.
- In Colorado, the compensation range for this position is $104,000-$135,000.
- In New York, the compensation range for this position is $115,000-$145,000.
- In Illinois, the compensation range for this position is $115,000-$145,000.
- Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.
Benefits:
- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays
Legal and Compliance Information:
Company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Company expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Company employees to perform their job duties may result in discipline up to and including discharge.
Company does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Company or any employee or owner of Company without a pre-existing agreement signed by both parties covering the submission will be considered the property of Company and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Company property and free of fees. Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition’s knowledge will result in termination of contract.
Certain states require us to disclose the pay range and benefits summary for job openings. For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
For individuals who would be working within the City of Los Angeles, Company will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.
