Job Title: Lead, Transformation Program Management - National Tax
Job Responsibilities:
The Tax Transformation Office at the company is dedicated to enhancing the delivery of tax services through people, process, and technology improvements. The role involves managing relationships to track and monitor workstream progress, ensuring timely reporting of milestones and dependencies, monitoring risks and issues, and preparing executive-level briefings and reports. The position also involves executing day-to-day project management activities to support tax transformation projects that span various business threads, including tax compliance and advisory client service delivery for Corporate, Investment Management, Operating Flowthroughs, Individuals, Estates & Trusts, and Indirect Tax services.
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 and 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:
- A 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, with a focus 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:
- 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 takes into account various factors, including skill sets, experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate is $84,980 to $169,650. It is noted that it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Additionally, candidates may be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, dependent on individual and organizational performance.
The company values its employees and offers a broad range of benefits. The inclusive culture empowers employees to contribute their unique perspectives, fostering creativity and innovation to solve clients' most complex challenges. The company also emphasizes professional development, offering opportunities to build new skills, take on leadership roles, and grow through mentorship. All qualified applicants will receive consideration for employment without regard to legally protected statuses.
