Job Title: Tax Manager, Tax Technology & Automation
Job Responsibilities:
- Process Improvement & Automation Support:
- Identify areas within tax compliance, reporting, and planning that are ideal 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 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: $120,000-$150,000.
- In Southern California, the compensation range for this position: $115,000 - $145,000.
- In Washington, the compensation range for this position: $115,000-$145,000.
- In Colorado, the compensation range for this position: $104,000-$135,000.
- In New York, the compensation range for this position: $115,000-$145,000.
- In Illinois, the compensation range for this position: $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 Offered:
- 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.
Company Policies:
- The 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.
- The company complies with applicable state and local laws governing nondiscrimination in employment in every location in which it has facilities.
- The 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 employees to perform their job duties may result in discipline up to and including discharge.
- The company does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service without a pre-existing agreement signed by both parties.
Legal and Compliance Information:
- 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 working within the City of Los Angeles, the company will consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.
Additional Information:
- The company is among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work.
- The company encourages employees to integrate all aspects of their life with their career and provides a unique work environment where passions, work, and family & friends can overlap.
- Employees have access to a network of smart and supportive people, willing to listen to their ideas.
- The company operates under the brand name which is used by independently owned entities providing professional services in an alternative practice structure in accordance with law, regulations, and professional standards.
