Tax Manager, Digital Transformation & Innovation

BDO USA Experienced Career Site•Philadelphia, PA

2d•$105,000 - $120,000

About The Position

We are seeking a Tax Manager to support requirements definition and user experience for the Partnership Tax Technology Platform. This role works with the BDO Tax Practice and clients to gather and document partnership tax business requirements and inform product design. The ideal candidate brings five or more years of relevant experience, including three or more years in partnership tax, and a background in tax technology. This role manages business analysts to ensure delivery of requirements that enable innovative partnership tax solutions. Key responsibilities include: Implementing change management initiatives, ensuring smooth adoption of new and existing processes and technologies Spearheading the deployment of firm-developed and third-party Tax technology tools Overseeing the creation of comprehensive training materials and delivering engaging training sessions on firm-standard technologies Collaboration with technology product and development teams to define product requirements for new Tax tools and solutions Evaluation of tax processes to achieve maximum efficiency and accuracy while identifying bottlenecks and implementing solutions that streamline operations Providing ongoing support to our Tax practice, acting as a point of contact for technology-related queries and challenges Job Duties: A Tax Manager, DT&I coordinates with the tax practice and DT&I team to create and implement technology tools to meet the needs of our clients and professionals. A Tax Manager will manage one or multiple products or projects, with responsibilities including: General Creates and executes project plans to deliver on tax practice initiatives Monitors project progress and performance indicators, providing input to senior staff to help in improvement efforts Executes on project communications, helping to keep timelines and tasks organized and clear for team members Supervises and/or executes the workflow process, helping to motivate team members and achieve project goals Supports the creation and/or delivery of training related to projects/products, as needed Provides suggestions for process improvements to senior staff, focusing on enhancing efficiency within their scope of work Engages with other departments as needed to support process and communication improvements Assists in gathering and analyzing information on market and competitor trends to provide support to senior staff and Tax Leadership Serves as a solution architect in applying firm standard solutions to client-specific facts and circumstances, as needed Participates in risk management and quality assurance efforts Other duties as required Project Management Exhibits solid project management skills and is learning to handle projects of moderate complexity Coordinates project tasks and supports senior team members in managing multiple projects, ensuring adherence to project management standards Contributes to strategy discussions and methodology development for project work, under the direction of more experienced team members Assists with risk identification and supports quality assurance processes within project scopes Aids in monitoring project timelines and budgets, developing skills in stakeholder management to meet project objectives Collaborates with internal teams and may interact with external vendors to gain insights necessary for project tasks Maintains communication with team members and may liaise with vendors to collect project-related information as needed Participates in the preparation of business cases, learning to analyze and present data to justify project investments Stakeholder Management Contributes to the execution of the product/project roadmap, ensuring alignment with the overall tax practice strategy and addressing specific needs Communicates the value of products and initiatives to the Digital Tax & Innovation (DT&I) team, highlighting benefits and alignment with project goals Provides comprehensive feedback to team members, addressing both areas of strength and opportunities for improvement to foster professional growth Engages in initiatives aimed at enhancing the skills and capabilities of the team, promoting a culture of continuous learning and development Other duties as required

Requirements

A combined five (5) years of tax and technology experience, of which a minimum of two (2) years of tax experience, required
Proficiency in the use of Microsoft Office suite, specifically Excel, PowerPoint and Word, required
Strong verbal and written communication skills
Strong analytical, and critical thinking skills
Intermediate understanding of process design and improvement including lean-six sigma principles
Ability to develop relationships with tax leadership, professionals and others across the firm
Proactive mindset and ability to think ahead and identify and anticipate problems before they arise
Ability to work within a deadline-driven environment and handle multiple projects simultaneously
Ability to design and implement solutions that are deployable at scale
Foundational-level facilitation skills
Foundational knowledge of US direct and/or indirect taxation, required; intermediate knowledge

Nice To Haves

Master’s degree in Accounting, Taxation or J.D., preferred
Experience with Tax software, such as ONESOURCE, GoSystem, CorpTax, SurePrep, and/or CCH Axcess, preferred
Experience with Azure DevOps, preferred
CPA, JD, EA, PMP, or other relevant certification, preferred

Responsibilities

Implementing change management initiatives, ensuring smooth adoption of new and existing processes and technologies
Spearheading the deployment of firm-developed and third-party Tax technology tools
Overseeing the creation of comprehensive training materials and delivering engaging training sessions on firm-standard technologies
Collaboration with technology product and development teams to define product requirements for new Tax tools and solutions
Evaluation of tax processes to achieve maximum efficiency and accuracy while identifying bottlenecks and implementing solutions that streamline operations
Providing ongoing support to our Tax practice, acting as a point of contact for technology-related queries and challenges
Creates and executes project plans to deliver on tax practice initiatives
Monitors project progress and performance indicators, providing input to senior staff to help in improvement efforts
Executes on project communications, helping to keep timelines and tasks organized and clear for team members
Supervises and/or executes the workflow process, helping to motivate team members and achieve project goals
Supports the creation and/or delivery of training related to projects/products, as needed
Provides suggestions for process improvements to senior staff, focusing on enhancing efficiency within their scope of work
Engages with other departments as needed to support process and communication improvements
Assists in gathering and analyzing information on market and competitor trends to provide support to senior staff and Tax Leadership
Serves as a solution architect in applying firm standard solutions to client-specific facts and circumstances, as needed
Participates in risk management and quality assurance efforts
Coordinates project tasks and supports senior team members in managing multiple projects, ensuring adherence to project management standards
Contributes to strategy discussions and methodology development for project work, under the direction of more experienced team members
Assists with risk identification and supports quality assurance processes within project scopes
Aids in monitoring project timelines and budgets, developing skills in stakeholder management to meet project objectives
Collaborates with internal teams and may interact with external vendors to gain insights necessary for project tasks
Maintains communication with team members and may liaise with vendors to collect project-related information as needed
Participates in the preparation of business cases, learning to analyze and present data to justify project investments
Contributes to the execution of the product/project roadmap, ensuring alignment with the overall tax practice strategy and addressing specific needs
Communicates the value of products and initiatives to the Digital Tax & Innovation (DT&I) team, highlighting benefits and alignment with project goals
Provides comprehensive feedback to team members, addressing both areas of strength and opportunities for improvement to foster professional growth
Engages in initiatives aimed at enhancing the skills and capabilities of the team, promoting a culture of continuous learning and development