Tax Technology Automation Manager

Responsibilities:

• Work with all levels of the organization to introduce and implement changes in business processes and application practices affecting clients, including proposing system-related business processes and technologies.
• Performs planning and analysis of new, enhanced, improved, or revised existing information systems or related technologies, strategies, standards, policies and procedures, continuous improvement, and budget for assigned projects.
• Stays abreast of current and upcoming technology and software offerings in the industry, understanding their capabilities while assessing their potential value and application in the tax practice, with a focus on creating efficiencies and increasing automation.
• Continuous communication with tax practice leadership on new technologies and concepts while providing recommendations for software testing.
• Develop and manage a charter and timeline for testing, evaluating, and implementing new technology.
• Serve in a project manager role for key departmental initiatives.
• Analyzes audiences and develops effective communication strategies to drive organizational change and ensure adoption.
• Own the end-to-end process change and oversee/deliver socialization and training.
• Work with teams to drive a continuous improvement mindset.
• Monitors compliance with department policies, procedures, and guidelines.
• Develop test procedures to ensure existing system software and modifications meet user specifications.
• Apply system analysis techniques and procedures, including interviewing various resources to gather required information and analyzing and documenting requirements.
• Support development of software or system functional specifications that allow for the successful development/configuration of select automation software solutions.
• Will work in the evaluation of new technologies and platforms.
• Be the departmental contact person for the internal DevOps team, IT, and tool vendors.
• Use data analysis techniques to gain insights from various sources.
• Be a trusted automation and tooling advisor for DevOps initiatives by providing objective, practical, and relevant ideas, insights, and advice.

Required Qualifications:

• 5+ years of related experience.
• Familiarity with tax software required (Practice Engine, CCH Axcess Tax, GoSystem Tax, UltraTax CS, Lacerte Tax, CaseWare, CCH Engagement, Workpapers CS).
• Keen attention to detail, problem-solving, and strong analytical skills.
• 2+ years of experience documenting processes and practices, often using accepted project methodology artifacts, while effectively prioritizing multiple tasks, priorities, projects, and deadlines.
• Understanding of project management fundamentals.
• Expert knowledge of Excel.
• Mid-level knowledge and experience with database principles and computer science fundamentals.
• Understanding of APIs (Application Programming Interfaces).
• Understanding of relational databases and Power BI.

Preferred Skills:

• Consulting experience.
• Strong customer service orientation.
• Experience working with Office 365 and SharePoint.
• Knowledge of Microsoft Power Platform.
• Knowledge of DAX and SSIS.
• Knowledge and/or basic development experience with one or more of the following technologies: Python, Visual Basic, Java, Objective-C, C, and .NET.