Tax Process Strategy & Solutions Manager
Core
Drive long-term scalability and sustainability of tax operations by aligning engagement tools, processes, and technology with business needs to enhance user experience and competitive advantage.
Role type
Manager, Tax Process Strategy & Solutions
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 Operations / Process Improvement / Technology Implementation
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
End-to-end business process definition, product lifecycle management, change management, business requirements gathering, low-code automation design, system configuration and administration, stakeholder management, performance coaching, Microsoft 365 proficiency, generative AI tool usage.
Preferred skills
Tax compliance or advisory expertise, tax systems/financial systems technology knowledge, Agile delivery leadership, national tax role management experience, regulatory awareness (7216, GLBA, GDPR).
Technologies
Microsoft 365 (SharePoint, Excel, Teams), ChatGPT, Copilot, CATT solutions, low-code platforms.
Responsibilities
Collaborate with process leads and SMEs to align products with business vision; act as primary functional owner for assigned solutions; establish usage targets and assess performance; develop user documentation, guides, and training materials; lead process improvement, validation, and testing; design and maintain low-code automations; manage system configurations, upgrades, and vendor contract renewals; represent the voice of the business to balance management needs with end-user requests; coach and develop associates.
Seniority
Manager, hands-on IC with team leadership