Manager, Tax Technology

Ryan•Plano, TX

1d•Hybrid

About The Position

The Manager, Tax Technology leads technology automation projects that transform clients’ tax organizations. Projects may include tax engine deployments, data enablement and support, process review and transformation, and custom solutions that automate tax determination, reporting, and compliance. The role manages project scope, tasks, teams, timelines, budgets, resource allocation, and engagement deliverables. The Manager oversees the main phases of standardized software implementations, including requirements analysis, functional and technical design, process design and configuration, and installation of enterprise-class tax automation solutions, including third-party software. The role also supports vendor partnerships and client relationships, contributes to business development, and provides technical leadership and guidance to staff. The position provides project management and technical delivery support, including developing client workplans, tracking schedules and budgets, reviewing documentation and deliverables, configuring tax automation solutions, preparing status reports, and assisting with billing and financial forecasting. The Manager also establishes project success criteria, communications, escalation and remediation policies, and project methodologies and standards. The work environment is a standard indoor setting and may include working from home. The position involves occasional long periods of sitting at a computer, regular interaction with employees at all levels, and communication with external vendors and clients. Independent travel is 50% or more.

Requirements

Bachelor’s or master’s degree from a four-year college or university.
Five to seven years of experience providing tax automation services.
Extensive knowledge of tax technology software solutions, specifically either OneSource Determination or Vertex O Series.
Understanding of software development methodology and project management, including SDLC and Agile.
Working knowledge of emerging technologies used with Robotic Process Automation, such as Alteryx, PowerBI, UiPath, or Automation Anywhere.
Extensive ERP knowledge specific to tax determination and finance.
Ability to travel independently 50% or more.

Nice To Haves

A degree in Accounting, Tax, or Information Technology.
Certified Public Accountant (CPA) designation.
Project Management Professional (PMP) designation.
Experience working with and designing SAP ERP Sales and Distribution (SD), Materials Management (MM), and Financial Accounting (FI) modules.

Responsibilities

Manage project scope, tasks, project teams, timelines, budgets, resource allocation, and deliverables established in engagement agreements.
Oversee requirements analysis, functional and technical design, process design and configuration, and installation of tax automation solutions.
Maintain vendor partnerships and client relationships.
Provide technical leadership, mentorship, and training to staff as needed.
Provide management support to client service teams and clients.
Develop client workplans and timelines for project deliverables.
Track adherence to project timelines and budgets and notify clients of material variances identified or predicted.
Review project documentation and help teams and clients define and document existing transaction tax processes.
Perform appropriate technical delivery, including developing Alteryx workflows, configuring tax engines or ERP systems, and sometimes developing custom solutions.
Review, create, compose, and edit client deliverable documentation.
Assist with client billing and financial forecasting.
Prepare and distribute weekly project status reports to stakeholders.
Develop templates and formats for project deliverable specifications for client review and approval.
Create and maintain master project resource contact lists for delivery and client teams.
Provide project management support as delivery teams configure tax automation software and manage day-to-day project activities.
Define project success criteria and create metrics to measure them.
Create, maintain, and execute communication plans and protocols, as well as project escalation and remediation policies.
Create and execute project workplans and enforce appropriate methodologies and standards.
Assist with Tax Technology business development, including preparing proposals and engagement agreements and attending prospect calls and meetings.
Perform other duties as assigned.