Tax Transformation Leader

CBIZ•New Haven, CT

5d•Hybrid

About The Position

CBIZ is seeking a strategic and results-driven Tax Transformation Leader to join our internal transformation team. This role is critical in advancing our vision to build a scalable, technology-enabled organization that fosters innovation, ensures operational excellence, and drives sustainable growth and market leadership. As part of this mission, you will collaborate with Tax Operations, Internal Technology, and other key stakeholders to identify, define, and deliver innovative solutions to drive efficiency, scalability, data-driven insights, and tax advisory capabilities. The ideal candidate will balance domain and technology expertise with strategic vision, effectively setting expectations, managing third-party vendor relationships, and leading a high-performing team. This role demands deep tax process knowledge and the ability to drive innovation through automation, AI, analytics, and workflow optimization. The expectation will be to develop an environment where we can leverage data-driven insights and technology to enhance the tax function's strategic advisory value. This includes developing frameworks for more effective data use, streamlining workflows, and focusing on high-impact tax advisory initiatives to support broader business objectives.

Requirements

The successful candidate will be credentialed in applicable areas of expertise (i.e. law, accounting, tax, product/services) with at least ten years of relevant experience in the field or industry.
Must have strengths in leadership and management from a strategic perspective.
Excellent verbal and written communication skills, collaborative with internal groups to reach workable solutions, able to anticipate problems, creatively assess alternatives and manage conflicts.

Nice To Haves

Bachelor’s degree in accounting, Management Information Systems, Computer Science, or related discipline.
10+ years of experience in tax transformation/technology and tax compliance/advisory.
Prior public accounting experience with a mid to large size organization(s).
Strong leadership and project management skills with the ability to manage multiple priorities and stakeholders concurrently.
Excellent verbal and written communication skills, with the ability to effectively convey complex information to diverse audiences.
Ability to think strategically while also driving tactical execution.
Experience in leading, growing, and enhancing a transformation teams.
Experience with Thomson Reuters and Wolters Kluwer product including GoSystem, OneSource, SurePrep, Axcess
CPA certification

Responsibilities

Collaborate with Tax and Internal Technology to develop a comprehensive roadmap, identifying, prioritizing, defining, and delivering innovative solutions that provide the greatest business impact for our organization.
Partner with Tax to define and set the Tax Transformation strategy, set objectives and key results (OKRs), and establish key performance indicators (KPIs).
Build and maintain strong relationships with key stakeholders across the organization. Set and meet expectations with stakeholders on deliverables and drive communication to keep stakeholders well-informed on progress towards goals.
Develop comprehensive business cases for proposed tax transformation initiatives with detailed cost and return on investment (ROI) analysis, ensuring alignment with organizational goals and demonstrating the value and impact.
Work closely with the tax department to help navigate them through all enterprise initiatives by heavily leveraging domain expertise and technology expertise to ensure enterprise system being delivered by Internal IT have outcomes that are focused, thoughtful and optimal.
Collaborate extensively with peer technology transformation teams, to ensure that innovations and solutions are considered for cross platform usage and are maximized for optimal yet appropriate consumption throughout the organization.
Collaborate with our Business Intelligence & AI teams to implement advanced analytics, automation, and AI-driven solutions to empower tax teams with actionable insights that enhance strategic decision making.
Identify and implement opportunities to streamline and standardize tax processes leveraging offshore resources, automation, process reengineering and advanced workflow technologies to enhance accuracy, efficiency, and scalability.
Build, manage, and develop a high-performing team. This includes hiring, mentoring, and upskilling team members to enhance their technical expertise and strategic thinking. You will empower the team by providing clear direction, performance expectations, and opportunities for professional growth.
Lead cross-functional teams, ensuring transformation initiatives are delivered on time, within scope and budget.
Identify, evaluate, and manage day-to-day relationships with external vendors and technology partners to ensure delivery of high-quality solutions and services.
Develop and implement change management strategies to ensure smooth adoption of new technologies and processes within the tax function.
Champion innovation by continuously evaluating and advising on new technologies, staying updated with industry trends, and providing thought leadership to senior leadership.