Manager, Tax Technology

Ryan•Plano, TX

2d•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 using tools such as Alteryx and PowerBI, 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. It oversees software implementation phases including requirements analysis, functional and technical design, process design and configuration, and installation of enterprise-class tax automation solutions, including third-party software. The Manager also maintains vendor partnerships and client relationships, supports business development by preparing proposals, and provides technical leadership and guidance to staff. The position provides project management and technical delivery, including developing workplans, tracking timelines and budgets, reviewing client and project documentation, configuring tax automation software, and preparing status reports and project deliverables. It also supports staff mentorship, client service teams, billing and forecasting, and business development activities.

Requirements

Bachelor’s or master’s degree from a four-year college or university.
Five to seven years of experience providing tax automation services.
Understanding of software development methodology and project management, such as SDLC and Agile.
Extensive knowledge of tax technology software solutions, specifically OneSource Determination or Vertex O Series.
Working knowledge of emerging technologies used with Robotic Process Automation (RPA), 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

Accounting, Tax, or Information Technology degree.
Certified Public Accountant (CPA) or 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

Create a positive team experience and provide mentorship and training to staff as needed.
Provide management support to client service teams and clients.
Develop client workplans and timelines for project deliverables.
Create processes to track adherence to project timelines and budgets and notify clients of material variances identified or predicted.
Review project-team documentation of business and system processes for tax determination, and help the team and clients review, define, and document existing transaction tax processes.
Perform technical delivery appropriate to the Manager level, including developing Alteryx workflows, configuring tax engines or ERP systems, and, in some cases, developing custom solutions.
Review client deliverable documentation, including creating, composing, and editing written materials.
Assist with client billing and financial forecasting.
Prepare and distribute weekly project status reports to project stakeholders.
Develop templates and formats specifications for project deliverables for client review and approval.
Create and maintain master project resource contact lists for the delivery team and client team.
Provide project management support as tax automation software solutions are configured and manage day-to-day project activities.
Manage day-to-day operational aspects of projects.
Define project success criteria and create metrics to measure them.
Create, maintain, and execute communication plans and protocols.
Create, maintain, and execute project escalation and remediation policies.
Create and execute project workplans and enforce appropriate methodology 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.