Project Manager, Transaction Tax Transformation and Automation

Ryan, LLC•Houston, TX

58d•Hybrid

About The Position

The Manager, Tax Technology ("Project Manager") manages the delivery of technology automation projects that are transformational to a client's tax organization. These projects may include data transformation, data visualization, robotic process automation, tax engine deployments, data enablement and support, process review and transformation, and the development of custom solutions to automate various areas of tax determination and compliance. When delivering these types of projects, the Project Manager helps with managing project scope, tasks, project teams, timelines, budgets, resource allocation and reviewing deliverables set forth in the engagement agreement. The Project Manager oversees the primary phases of a standardized software development/implementation approach including requirements analysis, functional and technical design, process design and configuration, and the installation of enterprise-class tax automation solutions, including third party software. The Project Manager also maintains and supports existing client relationships, assists with business development activities by preparing proposals, and provides technical leadership and guidance to staff resources. Job Summary: The Manager, Tax Technology ("Project Manager") manages the delivery of technology automation projects that are transformational to a client's tax organization. These projects may include data transformation, data visualization, robotic process automation, tax engine deployments, data enablement and support, process review and transformation, and the development of custom solutions to automate various areas of tax determination and compliance. When delivering these types of projects, the Project Manager helps with managing project scope, tasks, project teams, timelines, budgets, resource allocation and reviewing deliverables set forth in the engagement agreement. The Project Manager oversees the primary phases of a standardized software development/implementation approach including requirements analysis, functional and technical design, process design and configuration, and the installation of enterprise-class tax automation solutions, including third party software. The Project Manager also maintains and supports existing client relationships, assists with business development activities by preparing proposals, and provides technical leadership and guidance to staff resources.

Requirements

Bachelor's or Master's degree in Accounting, Information Systems, Management Information Systems or Information Technology and Management, and a minimum of seven hours of Accounting.
Five to seven years related tax automation and technology experience.
Experience leading projects and supervising, coaching, mentoring and training staff as required.
Experience leading requirements gathering and design workshops and documenting solutions for review by management.
Strong solution minded and design skills required.
Excellent written and verbal communication skills required.
Experience with complex software development projects through all phases of the software development life cycle.
Working knowledge of software such as Robotic Process Automation (RPA) tools (Automation Anywhere, UiPath, BluePrism), Data ETL tools (Alteryx, PowerQuery, Dataiku, Tableau Prep, Knime), and data visualization tools (PowerBI, Tableau).
ERP knowledge specific to tax determination and finance. Experience with SAP ECC / HANA is a plus.
Valid driver's license required.
To perform this job successfully, an individual must have intermediate knowledge of Microsoft Word, Access, Excel, Outlook, and Internet navigation and research

Nice To Haves

Experience with Generative AI & LLM is a plus.
Tax Technology software experience (OneSource Determination, Vertex O Series, Vertex Returns, OneSource Compliance) is also a plus.
PMP is a plus.

Responsibilities

Creates a positive team experience.
Provides project management support to the delivery team as they configure tax automation software solutions and assumes responsibility for day-to-day project management duties.
Creates and executes project workplans and enforces proper methodology and standards.
Provides mentorship and technical training to staff as needed.
Manages day-to-day operational aspects of projects.
Leads the creation of custom solutions for client tax automation and process needs.
Leads the creation of client deliverable documentation, including creating, composing, and editing written materials.
Manages technical delivery for projects including development of Alteryx workflows, tax engine or ERP configurations, and the development of a custom solution.
Leads documentation and deliverables creation by the project team, confirming business and system processes performed for tax determination, and works with the team and clients to help review, define, and document existing and proposed transaction tax processes.
Develops project workplans and timelines associated with project deliverables.
Owns processes to track adherence to project timelines and budgets, helping drive project profitability and efficiencies.
Manages and validates data gathering, extraction, and analysis of client data.
Manages client data acquisition to support the tax technology services on a required basis.
Travels to client locations to gather requirements, review processes, and perform other tax technology services as necessary.
Provides management support to client service teams and clients.
Prepares and distributes weekly project status reports to all project stakeholders.
Provides project management support to the delivery team as they configure tax automation software solutions and assumes responsibility for day-to-day project management duties.
Leads projects to deliver solutions that are transformative in nature and eliminates challenging areas for clients throughout the transaction lifecycle (Tax Policy, Tax Determination, Compliance, Audit Support, Tax Planning)
Leads new process designs for tax transformation which includes tax determination, data enablement supporting the tax organization and other transformational areas.
Leads implementation, testing, maintenance, and support of software, based on technical design specifications.
Leads or facilities architecture and code reviews.
Performs initial review of technical design specifications, based on functional requirements and analysis documents.
Reviews functional requirements, analysis, and design documents and provides feedback.
Analyzes existing business and system processes.
Documents business and system processes performed for tax determination.
Leads development, installation, and configuration tax automation software solutions.
Leads creation, execution, and documentation of testing scenarios.
Performs other duties as assigned.