Tax Manager, Tax Automation & Innovation

Job Summary:

The Tax Manager, Tax Automation & Innovation, as a member of the Tax Automation & Innovation team, applies industry knowledge as well as educational background and experience to collaborate with clients of the firm and team members to implement tax automation tools.

The Tax Manager, Tax Automation & Innovation  is responsible for marketing, networking and business development as directed. The role is also responsible assessing client tax departments end-to-end and determining the best areas in need of automation across tax data, process, technology, and workforce. Client engagements may include optimization or implementation of existing client tools, custom BDO tax/data solutions, or 3^rd party vendor solutions. The Tax Manager, Tax Automation & Innovation  is charged with running engagements from the proposal and scoping phase to overseeing design, building, testing, and deployment, as well as developing training and documentation during the final client hand-off stage. Additional duties include ongoing maintenance and consulting as well as providing support to clients’ post-implementation, such as on-site or virtual “go-live” or close assistance within new systems. It is expected that there will be some form of attendance and participation in various outside networking opportunities throughout the U.S. Other responsibilities may include collaborating with multiple offices within the firm to assist other business line engagement teams in delivering tax solutions to their clients as well as supporting the firm through development of new internal tax solutions or consulting and training on existing internal tax processes, technologies, and applications. 

Job Duties:

Tax Consulting

• Qualifies viability of prospective clients or projects and identifies opportunities to expand current business 
• Understands the full picture of a clients tax functions and develops unique strategies aligned with business objectives 
• May lead planning or project delivery meetings that may include proposal delivery and solutions workshops or training
• Understands work plans for tax consulting projects performed for one's clients and directs staff accordingly, as applicable
• Assists in managing client expectations and requirements
• May gather client requirements, estimate fees, and prepare high level scoping and proposed solutions for client proposals
• Drafts clear and compelling proposals and business cases
• Identifies opportunities to streamline internal standards and processes for the practice
• Communicates complex technical items to target audiences so that relevant issues are clearly understood

Engagement / Project Management

• Demonstrates advanced project and process management skills; can effectively manage multiple large scale, complex projects at once 
• Gains exposure to setting strategy, establishing methodology, and determining the appropriate work plan for a given client by working with Tax AI leadership
• Takes ownership of risk mitigation and quality assurance, with support from leadership
• Understands proper scoping and works with Tax AI team as appropriate to ensure client engagement terms are followed
• Executes standard project setup procedures, tracks billing and basic project economic management, including delivering project on time and within budget by utilizing project management and client service skills
• Collaborates with project teams and clients to understand the big picture when developing and implementing projects
• Can construct a comprehensive quantitative and qualitative business case for clients to justify the investment and commitment of management time coupled with financial and human resources

Client Service

• Clearly identifies clients business requirements and expectations at the beginning of a project or engagement and communicates to staff
• Communicates status to the clients in line with the frequency agreed upon; promptly responds to requests and gathers pertinent information when applicable 
• Helps clients navigate complex issues
• Other duties as required

Supervisory Responsibilities:

• Schedules and manages the workload of Associates and Senior Associates
• Reviews work prepared by Associates and Senior Associates and provides review comments

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor's degree, required; focus in Accounting, Finance, Computer Science, Data Analytics, or Technology, preferred
• Graduate degree, preferred

Experience:

• Five (5) or more years of experience with technology or tax systems, required
• ASC 740 tax accounting, consulting, or income tax compliance, preferred
• Leadership experience, preferred

License / Certifications:

• Certification in one of the following technologies, required: 
  • Corptax, Longview, Orbitax, OneStream, Thomson Reuters, Alteryx, or Microsoft Power Apps 
  • Multiple certifications, preferred
• CPA certification, preferred

Software:

• Experience with one (1) or more of the below software / tools preferred:
  • Systems such as Bloomberg, Corptax, Longview, OneStream, Oracle or Thomson Reuters
  • RPA tools (UiPath, Power Automate, etc.) 
  • ETL tools (Alteryx, Power Query, Power Pivot, Tableau Prep, etc.)
  • Visualization tools (Power BI, Tableau, etc.) 
• Proficient in Microsoft Excel, required; advanced Microsoft Excel skills, preferred

Language:

• N/A

Other Knowledge, Skills, & Abilities:

• Demonstrated ability to work well remotely
• Solid verbal and written communication skills 
• Strong people skills, including training/instruction with professionals at all levels and ability to work in a team
• Experience preparing and conducting presentations to clients and potential clients
• Executive presence, strong client development/relationship-building skills, and the ability to be primary contact for the client
• Demonstrated sound decision-making skills
• A demonstrated proficiency in tax accounting and/or solution development concepts
• An advanced knowledge and skill level in engagement management including project management skills and administrative tasks
• Ability to complete projects independently
• Ability to travel 10-25% of the time