Tax Process Strategy & Solutions Manager

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

RSM’s Tax Process Strategy & Solutions team is a fast-paced, high-energy, collaborative environment within the Tax Operations organization. It is a dynamic team with professionals of varying backgrounds from tax functional, tax technical, process improvement, and product management who partner with practice leaders to align engagement tools and processes with business needs, leveraging technology to streamline operations and enhance the user experience of RSM tax professionals and clients. The team consults and executes on a wide range of initiatives involving process and tool development and implementation including training development, engagement management, tool design, and implementation.  

The Tax Process Strategy & Solutions Manager supports process leads and Tax Practice SMEs (Subject Matter Experts) to understand how one or more product(s) fit into the overall “vision” for one or more business area(s). The goal of this role is to drive long-term scalability and sustainability of the business for a competitive advantage. To execute their area of responsibility, this role collaborates with staff, product teams, IT, other functional areas within the broader RSM firm, and field offices to ensure we achieve the vision cohesively and effectively.  The ideal candidate will have experience defining end-to-end business processes and collaboration with product delivery (either custom-developed solution or a third-party licensed application) to optimize operations.

ESSENTIAL DUTIES

• Collaborates with process leads and Tax practice SMEs to understand how products fit into the overall "vision" for one or more business area(s).
• Acts as primary internal functional process owner/SME for how assigned third party or custom developed solutions are used in tax engagement team processes, maintaining expertise on products through their lifecycle, developing an in depth understanding of user experience and needs by partnering with tax professionals.
• Works with process leads, Change Management, and practice leaders to establish usage and product-related targets; assesses performance against these targets.
• Understands the long-term strategy of how the products fit into the overall digital ecosystem and end user process (e.g., assists with process-related deliverables, such as process mapping and business requirements).
• Partners with practice leaders and SMEs to understand, analyze, and prioritize business needs for providing requirements to BAs and product teams for custom developed solutions or for enhancement requests to vendors.
• Responsible for end-user product documentation/content including user guides, knowledge docs, and training materials.
• Leads efforts to improve internal processes, controls, and procedures through documentation, validation, and testing.
• Partners with tax practice subject matter experts in the development and maintenance of tax content within and between applications.
  • Develops workpapers, data mappings, and other tax specific deliverables and content within applications, leveraging expertise in accounting, tax, and the tax engagement lifecycle.
  • Gather and define business needs and prioritize functional business requirements with BAs, for enterprise-scale integrations development with technical delivery teams.
  • Designs, develops, and maintains low-code automations.
  • Maintains integrations with other CATT solutions and assists in the testing and maintenance of existing linked infrastructure.
• Coordinates with RSM product team or vendor to understand new features/functionality and works with Change Management, Process Leads, and business teams to socialize the timing of new capabilities and how they fit into end-to-end process.
• Assists process lead(s) and business analysts with end-to-end process development, data flows, end-user process documentation including user guides, process flows, and training materials
• For third party products:
  • Maintains low-fidelity product roadmap (e.g., timing of vendor releases and product updates; timing of field implementations of process and product updates; timing for integrations; timing for sunsetting applications; etc.).
  • Manages system configurations and administration; owns and drives the plan for upgrades and enhancements.
  • Leads coordination with practice leaders and SMEs to manage business requirements for contracts and renewals with CATT Operations.
• Represents the "voice of the business" and balances management needs with end-users' requests.
• Acts as a key contact for internal stakeholders and clients on complex tax technology matters, resolving issues with autonomy.
• Partners with Change and practice leaders to help lead implementation and ongoing adoption of products.
• Serves as a Performance Advisor to Associates or Senior Associates providing coaching, feedback, and development support.

EDUCATION / CERTIFICATION REQUIREMENTS

• Bachelor's Degree (preference given to Accounting, Business or Technology major)
• Certified Public Accountant (CPA) or Enrolled Agent (EA), or currently pursuing CPA or EA certification (preferred)
• Lean Six Sigma and/or IIBA certification, or currently pursuing (preferred)

JOB REQUIREMENTS

• 5-7 years’ experience in an accounting or large-scale implementation facing role, handling highly complex issues, with at least 3 years’ experience working with leadership, managers, and individual contributors (required).
• Must be capable of dealing confidently and professionally at executive level and with customers (required).
• Results driven; high integrity; ability to influence, negotiate and build relationships; superior communications skills; make complex decisions and manage change (required).
• Effective communication skills for differing audiences and situations (required).
• Proficiency in Microsoft 365 (e.g. SharePoint, Excel, Teams) and generative AI tools (e.g., ChatGPT, Copilot) (required).

• Prior public accounting experience with mid to large size firm(s) or other professional services experience (required).

• Tax compliance or advisory experience with deep expertise in accounting or tax fundamentals (preferred)
• Extensive experience with tax compliance systems or financial systems and technology (preferred).

• Experience leading Business or System Analysts in Agile delivery methodology (preferred).

• Prior management experience working within a national tax role in tax software, processes, or both (preferred).
• Awareness of regulatory requirements (7216 Consent, GLBA, GDPR) and InfoSec policies and procedures (preferred).

SUCCESSFUL CHARACTERISTICS / SKILLS

• Strategic, out-of-the-box thinker and problem-solving experience to assess, analyze, troubleshoot, and resolve issues.
• Excellent analytical skills, extraordinary attention to detail, and ability to present recommendations to product teams based on trends and patterns.
• Strong leadership capabilities, experience and passion for talent development, and proven experience leading teams through change and digital transformation.
• Ability to engage in long-term business planning at the managerial and executive levels.
• Passion for technology and providing exceptional experiences both internally for our employees and externally for clients and prospects.
• Strong ownership, bias to action, and know-how to succeed in ambiguity.
• Expert at building relationships with cross-functional teams, delivering impact consistently through seamless communication, motivating teams towards achieving goals.
• Demonstrated experience defining and tracking metrics and implementing programs to improve operational performance.
• Experience leading data-driven projects and communicating the results of analysis and insights to technical and non-technical audiences.
• Ability to engage in long-term business planning at the managerial and executive levels.

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. 

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.

At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.