The posting
We are looking for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether youre starting out in your career or taking your next step as a seasoned professional, our company's experience is one-of-a-kind. You can design a career youll love from top to bottom we give you the tools you need to succeed and the autonomy to reach your goals.
We are seeking a Manager Tax Technology. We have a number of incredible opportunities with the Tax Technology team that will be focused on Partnership Tax. The professional will act as a solution tester and integrator, combining knowledge of Partnership Tax with technical competence. This role will have the opportunity to drive and enhance the overall firm-wide strategy around tax process standardization and effective use of tax technology tools to support the tax practice across service lines. You will work with the firms tax, information technology, and transformation team leadership and employees to identify future tax technology needs, including opportunities for process improvements, automation, efficiency gains, and application of tax process and technology best practices. This is a high-visibility, high-impact role within the firm where you will work on a variety of projects leveraging your tax expertise in the financial services, corporate, or individual area with your experience and interest in technology to help reimagine the way we work and to help build leading edge technology.
At our company, we provide tax compliance, advisory, and advocacy services for a diverse client base that includes corporations and partnerships of all sizes, as well as high net worth individuals and families, and other operating entities.
We are seeking an energetic, self-motivated, curious, and creative person with ambition and passion that can collaborate effectively with stakeholders at all levels. Along with the Product Owner and Business Transformation team this individual will also facilitate and participate in testing and implementing new technology and processes as well as become a subject matter expert for the focus area. Collaborating with the tax team and technology team, this individual will contribute to defining the future roadmap for multiple tools in the Partnership Tax space.
The ability to handle multiple competing priorities and communicate effectively will be critical to success in this role. Equally important will be the ability to apply tax expertise and experience to evaluating the technologies and making recommendations to the product team for future enhancements.
What it Means to Work for Us:
- You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
- You will have the flexibility to manage your days in support of our commitment to work/life balance
- You will join a culture that has received multiple top Places to Work awards
- We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
- We understand that embracing our differences is what unites us as a team and strengthens our foundation
- Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
- Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts
What Work You Will be Responsible For:
Responsibilities
- Proactively evaluate current tax technology and processes and implement transformative solutions that standardize, streamline, centralize, automate, track, and analyse business processes.
- In partnership with the information technology department, prototype, develop, enhance, and implement technology solutions and best practices.
- Serve as a liaison between the Tax and Information Technology departments improving the understanding of the tax departments process improvement/information technology needs, goals, and challenges.
- Translate conceptual user requirements into functional requirements in a clear manner to the enterprise information technology team.
- Documenting process workflows, current and future state.
- Build business cases, identify key stakeholders, and lead presentations with leadership
- Translate a goal/vision into a timeline with deliverables: Manage relationships to track and monitor workstream(s) progress, ensure timely reporting of milestone and dependency status, monitor risks and issues to escalate to leadership, and execute day-to-day project management activities across the transformation lifecycle of initiate, plan, and execute.
- Develop and deliver training on new technology and processes.
Basic qualifications for the opportunity
- Bachelor's degree in Accounting, Business Administration, Business Management, Computer Science, or related field preferred. MBA is preferred.
- We are looking for someone with 5 + years of experience (4 years in Technology space and 1-2 years on compliance side as well within the 5 years complete period)
- 4 + years of tax technology/transformation experience (financial services and/or real estate) with a public accounting firm or large global corporation.
- 2+ years of tax compliance experience in the corporate, financial services or individual/private wealth advisory industry.
- Experience with tax software tools, Thomson Reuters Go-Systems, CCH Axcess, OneSource
- Experience in working with software developers to communicate business requirements.
- Demonstrated experience in project ownership, and ability to drive outcomes from inception until full business value.
- Demonstrated experience in gathering business requirements for technology implementations/process improvements.
- Experience documenting end-to-end processes using tools such as Visio, Alteryx
- Advance experience with Excel is required
Ideally, you'll also have
- Exposure to Microsoft Power BI suite, the development of databases. Bots, RPA, and experience developing ETL solutions.
- Proficiency or knowledge in some or all of the following: Power Query, Power BI/Tableau, Alteryx, Excel, data modelling, dashboarding, data pre-processing, application integration techniques, SharePoint development, VBA, SSIS, SQL.
We strongly believe in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, We are proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or protected veteran status, citizenship, or other protected characteristics under federal, state, or local law.
About Our Tax Team:
As the largest service line within the firm, Our Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way.
A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation, and transparency. For us, success is defined by working together, sometimes across specialties, to provide the best tax solutions to meet our clients unique needs.
Tax regulations and procedures are always changing, and so are we. All of our tax employees are empowered to challenge the status quo by thinking outside the box and bringing new ideas to the table. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients.
