Senior Manager, Indirect Tax Technology

General information

Description & Requirements

• Indirect Tax Engine Implementation and Tax Transformation Solutioning
• Lead and manage the design, implementation, and configuration of indirect tax software solutions, with a focus on tax engines such as AvaTax, ONESOURCE, and Vertex.
• Lend tax technology expertise in discussions with clients and prospects – including, but not limited to client tax and/or finance teams, enterprise executives, information technology to illustrate what’s possible based upon client needs and availability of technologies within their organization and outside of their enterprise tools. Communicate confidently with client management and their team.
• Oversee prep and review of internal and external deliverables, which may include PowerPoint presentations, Visio workflows, functional business and tax requirements, agendas, budgets, meeting summaries, and/or client memorandum.
• Assist with continuing the development of the delivery platform, including standardized project plan and project management templates, delivery templates (e.g., data dictionary, product mapping matrix, etc.), test script documentation, and etc.
• Applying your indirect tax technical acumen to each client project as well as collaborating and integrating with Forvis Mazars indirect tax subject matter and/or industry specialists to provide the client with appropriate support on projects.
• Demonstrate the ability to think strategically and execute, based on firm focus, future of the tax service line, and expanding technologies useful to tax.
• Demonstrate company values and alignment with the firm’s mission and long-term vision.

• Participate in continuous learning activities and research to improve and develop technical expertise.
• Assist with the design and implementation of Indirect Tax Engine training curriculum, including learning tracks for each engine.
• Contribute competencies in tax technology, and train existing team members to expand their competencies. Participate in setting strategy for team growth.
• Grow the team by recruiting and retaining talent. Provide mentorship to existing team members.
• Assess technology needs for the practice

• Assist with developing cross functional go to market strategies with Forvis Mazars Tax, Consulting and Audit.
• Assist with developing marketing materials.
• Serve as engagement leader on full-range of services provided by our Indirect Tax Transformation practice.
• Work with others on Forvis Mazars Tax Transformation team to best leverage teams’ technical competencies in order to provide an unmatched client experience.
• Engage with Forvis Mazars tax and non-tax leadership to expand internal knowledge of Indirect Tax Engine and Transformation services, increasing introductions to Forvis Mazars clients and prospects.
• Represent the firm by authoring articles and presenting at seminars and webinars. 

• Bachelor’s degree in finance, accounting, tax, management information systems, computer science, or a related field is required; Master’s degree in one of these fields is preferred. 
• 7+ years or more of related indirect tax engine and transformation experience, including knowledge of tax engines such as AvaTax, Vertex O-Series, and ONESOURCE. 
• Working knowledge of Microsoft Office suite products, strong analytical knowledge in Excel. 
• Working knowledge of Alteryx and/or other automation solutions. 
• Experience with representing tax in tax engine implementations for ERP and ecommerce systems. Familiarity with Microsoft, NetSuite, Sage, SAP, and/or Workday preferred. 
• General understanding/experience of tax cycle and tax workflow within each cycle. 
• Ability to travel as needed to serve clients. 

• A CMI in Sales and Use Tax from the Institute for Professionals in Taxation. 
• A broad range of indirect tax knowledge and experience, including compliance and technical. 
• Process and technology experience in an indirect tax function.
• Excellent attention to detail with the ability to manage multiple projects within restricted timelines 
• Aptitude for process improvement identification and experience with data manipulation and indirect tax systems 
• A team player with strong project management skills 
• Ability to multitask 
• Excellent verbal and written communication skills with the ability to present and explain complex information clearly 

About Forvis Mazars, LLP