Manager 1, Tax Process Strategy & Solutions
Core
Drive long-term scalability and sustainability of tax operations by aligning engagement tools, processes, and technology with business needs to enhance user experience for tax professionals and clients.
Role type
Manager 1, Tax Process Strategy & Solutions (Senior IC with leadership responsibilities)
Builds
End-to-end business processes, custom-developed solutions, third-party licensed applications, low-code automations, and integrations for tax engagement teams.
Domain
Professional services / Tax compliance / Operational technology
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
End-to-end process definition, product lifecycle management, business requirements gathering, low-code automation design, system configuration and administration, change management, stakeholder influence, data mapping, user experience analysis, Agile delivery leadership
Preferred skills
Tax compliance or advisory expertise, tax systems/financial systems knowledge, Business/System Analyst leadership, national tax role management, regulatory awareness (7216, GLBA, GDPR)
Technologies
Microsoft 365 (SharePoint, Excel, Teams), generative AI tools (ChatGPT, Copilot), CATT solutions, low-code platforms
Responsibilities
Collaborate with process leads and SMEs to align products with business vision; maintain expertise on third-party or custom solutions throughout their lifecycle; establish usage targets and assess performance; develop user guides, knowledge docs, and training materials; lead process improvement, validation, and testing; partner with BAs and product teams to prioritize requirements; design and maintain low-code automations; manage system configurations, upgrades, and integrations; represent the voice of the business to balance management needs with end-user requests; coach and develop associates.
Seniority
Manager 1, hands-on IC with team leadership