Job Title: Lead, Transformation Program Management - National Tax
Job Responsibilities:
The Lead, Transformation Program Management role entails a comprehensive understanding of professional services and the complete engagement life cycle. As a Senior member of the Transformation team, the individual will collaborate with Tax subject matter specialists, technologists, and key stakeholders. The core responsibilities include managing relationships to track and monitor workstream progress, ensuring timely reporting of milestone and dependency status, and monitoring risks and issues for escalation to leadership. Additional duties involve preparing executive-level briefings and reports, and executing day-to-day project management activities to support tax transformation.
Key responsibilities include:
- Developing and managing project workplans.
- Managing scope and ensuring timely delivery of business outcomes.
- Identifying and managing risks, issues, and change requests; facilitating formal decision-making.
- Engaging with Tax professionals to understand client service pain points, assess opportunities, and deliver process improvements.
- Conducting business process analysis and modeling.
- Applying agile and design thinking techniques to process analysis and design.
- Decomposing business requirements into functional requirements.
- Collaborating throughout the technology delivery lifecycle.
- Conducting system testing and facilitating user testing.
- Performing business readiness assessments.
- Preparing and delivering learning materials.
- Planning deployment activities.
- Providing hypercare support.
- Supporting pilot initiatives.
- Driving adoption through change management and communication.
- Analyzing feedback and developing related action plans.
- Decommissioning legacy systems.
Education and Experience Information:
Required qualifications for this role include:
- Ability to perform job responsibilities within a hybrid work model that requires . Tax professionals to co-locate 2-3 days per week.
- Bachelor’s degree in business or information technology-related field.
- 3+ years of consulting client experience.
- 3+ years of experience leading project management teams, ideally in a professional services environment, focusing on strategy implementation, business transformation, and project management.
- Demonstrated understanding of standard system development life cycle (SDLC) processes.
- Ability to travel 25% - 50% a month, based on project work and phase of the delivery cycle.
- One of the following active accreditations obtained, in process, or willing and able to obtain:
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA.
- If not CPA eligible:
- Licensed Attorney
- Enrolled Agent
- Technology Certifications:
- Project Management Professional (PMP)
Preferred qualifications include:
- Experience in digital transformation.
- Smartsheet experience.
- Agile delivery and design thinking experience.
- Business process analysis and design experience.
- End-to-end technology project delivery.
- Training delivery and post-production client-facing support experience.
- Strong focus on deployment, adoption, and driving change.
- Experience in defining delivery standards.
- Working knowledge of data management and metrics.
- Experience in a professional environment developing polished presentations, talking points, and content.
- High proficiency in MS Office tools: Project, Visio, PowerPoint, Excel, Word, MS Teams, SharePoint.
- Strong communication skills and a champion of process and technology improvements.
- Demonstrated ability to manage multiple priorities simultaneously while delivering outstanding quality and meeting established deadlines.
- Process-driven thinking.
- Previous Big 4 experience.
Salary Information:
The wage range for this role considers various factors, including skill sets, experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. A reasonable estimate of the current range is $84,980 to $169,650. Additionally, you may be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including individual and organizational performance.
