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. The role involves managing operations team, ensuring consistent and standardized processes, and supporting client audits.

Responsibilities

• Lead the tax operations team and manage escalations related to data preparation, aggregation, report preparation, and submissions.
• 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 overtime distribution.
• Ensure consistent and standardized processes and procedures are implemented and in place for tax operations and coordinate training as needed.
• Support client internal and external audits as needed to provide supporting documentation of current processes.
• Evidence performance and introduce efficiencies via production of 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 standard technologies and processes while driving efficiency and quality of deliverables.
• Act as a counselor and coach, develop a team of tax professionals, and actively participate in their performance management.
• Travel 20% or less.