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. This role involves managing operations teams, ensuring consistent and standardized processes, and supporting client audits.

Responsibilities

• Serve as lead of tax operations team
• Manage operations team by directing and coordinating day-to-day interactions with clients
• Oversee operations team and provide visibility to leadership on status, issues, or situations needing attention
• Manage and monitor team's work, progress reporting, workload, quality, and utilization/overtime distribution
• Responsible for all escalations and resolution, providing 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 to 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, actively participating in their performance management
• Travel 20% or less