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. The role involves working in a group environment on challenging tax information reporting and withholding engagements across various financial services sectors.

Responsibilities

• Lead the tax operations team and manage day-to-day interactions with clients.
• Manage operations team by reviewing key performance indicators, driving service delivery, and ensuring adherence to deadlines and client expectations.
• Develop and implement consistent and standardized processes and procedures for tax operations.
• Provide support for client internal audits and external audits, ensuring the provision of necessary documentation.
• Monitor and manage team's workload, quality, and utilization/overtime distribution.
• Identify and introduce efficiencies through the production of KRI's and KPI's for management.
• Ensure compliance with budgetary constraints by reviewing out-of-scope efforts and client billable hours.
• Leverage standard technologies and processes to drive efficiency and quality of deliverables.
• Act as a counselor and coach, developing a team of tax professionals and participating 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 certification.
• Strong analytical and problem-solving skills.
• Strong data analysis capabilities.
• Experience in change management, operations, and process improvement.
• Proven skills in identifying and implementing improvements.
• Demonstrated leadership skills and proven skills in developing employees.
• Exceptional oral and written communication skills.
• Strong organizational, process, and people management skills.
• Proficiency in Microsoft products such as Excel, Word, and PowerPoint.
• Experience managing a production line team.