Financial Services - Customer Tax Operations and Reporting - Tax Services Manager - EDGE

About the role

The opportunity is to serve as a lead of a tax operations team focusing on US and global tax information reporting and withholding matters. You will work in a group environment on challenging tax information reporting and withholding engagements across all financial services sectors.

Responsibilities

• Lead the tax operations team by directing and coordinating day-to-day interactions with clients (as needed)
• Manage operations team by reviewing key performance indicators by work stream, driving delivery of services to meet deadlines and client expectations
• Develop internal team members and manage engagement economics
• Manage all escalations and resolution and provide visibility to leadership
• Implement and coordinate training as needed
• Support client internal audits and external audits as needed to provide supporting documentation of current processes
• Evidence performance and introduce efficiencies via production of the appropriate KRI's and KPI's for Management
• Manage opportunity and engagement risk for engagements
• Review and understand the business financials that ensure work is accomplished on budget through review of team's out-of-scope efforts and client billable hours
• Leverage the usage of standard technologies and processes while driving efficiency and quality of deliverables
• Act as a counsellor and coach and develop a team of tax professionals and actively participate in their performance management
• Travel 20% or less

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
• A minimum of 8+ years of operational delivery experience
• CPA, EA, or licensed attorney
• Strong analytical and problem-solving skills
• Strong data analysis capabilities
• Ability to prioritize, handle and track multiple assignments
• Strong operations skills, tax technical skills not a requirement
• Experience managing a production line team