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

About the role

The opportunity is to serve as a tax operations team lead, overseeing data preparation, aggregation, report preparation, and other reporting activities for tax information reporting and transaction taxes. Responsibilities include managing operations team, monitoring progress, resolving escalations, ensuring standardized processes, supporting audits, and managing engagement economics.

Responsibilities

• Serve as lead of tax operations team
• Manage operations team by directing and coordinating day-to-day interactions with clients, reviewing key performance indicators, driving delivery of services to meet deadlines and client expectations, developing internal team members, and managing engagement economics
• 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
• Evidencing performance and introducing 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

Requirements

• 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
• Ability to prioritize, handle and track multiple assignments
• Strong analytical and problem-solving skills
• Strong data analysis capabilities
• Ability to draft/design business requirements, process flow diagrams and rules matrices
• Change management, operations and process improvement experience
• Ability to identify improvement opportunities and actively engage in implementing improvements
• Demonstrated leadership skills and proven skills in developing employees
• Strong oral and written communication as well as presentation skills
• Exceptionally strong organization, process and people management skills
• Excellent trouble shooting, execution and communication (written and verbal) skills
• Proficient using Microsoft products such as Excel, Word, and Power Point, Proficiency in tax accounting systems

Skills and attributes for success

• Provide leadership (advising and providing direction) to others in financial areas of specialization while leading the coordination of daily work activities and review the most complex work of other teammates
• This position requires a keen focus on the performance of multiple tax operations workstreams and coordination with both domestic and international delivery team leads
• Employee may also regularly lead multiple engagements/workstreams
• Employee works independently, with leadership guidance in only the most complex situations
• Employee has the authority to make significant choices and decisions, without specific guidance or direction from leadership

Qualifications

• Minimum of 8+ years of operational delivery experience
• Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
• CPA, EA, or licensed attorney

Benefits

• Comprehensive compensation and benefits package including base salary range of $103,100 to $188,900, depending on location
• Flexible vacation policy allowing you to decide how much vacation time you need based on your personal circumstances
• Hybrid work model with most people in external, client serving roles expected to work together in person 60% of the time over the course of an engagement, project or year
• Additional benefits include medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options