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 and manage day-to-day interactions with clients.
• Manage operations team by directing and coordinating day-to-day interactions with clients, reviewing key performance indicators by work stream, driving delivery of services to meet deadlines and client expectations, developing internal team members, and managing engagement economics.
• Oversee operations team and provide visibility to leadership on status, issues, or situations which need to be addressed.
• Manage and monitor team's work, progress reporting, workload, quality and utilization/overtime distribution across the team.
• Responsible for all escalation and resolution and provide visibility to leadership.
• Ensure consistent and standardized processes and procedures are implemented and in place for all tax operations 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.
• Take responsibility for Service Quality, and manage opportunity and engagement risk for engagements.
• 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.