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 submission for tax information reporting and transaction taxes. The 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 and provide visibility to leadership
- Oversee team's work, progress reporting, workload, quality, and utilization/overtime distribution
- Ensure consistent and standardized processes and procedures
- Support client internal audits and external audits
- Evidence performance and introduce efficiencies via KRI's and KPI's
- Manage service quality and engagement risk
- Understand and manage work within budget
- Leverage standard technologies and processes to drive efficiency and quality
- Act as a counselor and coach, develop a team of tax professionals, and 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 implement improvements
- Demonstrated leadership skills and proven skills in developing employees
- Strong oral and written communication as well as presentation skills
- Exceptional 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 PowerPoint, proficiency in tax accounting systems
Skills
- Leadership in financial areas of specialization
- Coordination of daily work activities
- Review of the most complex work of other teammates
- Understanding and high-level working knowledge of operational taxes
- Managing a production line team
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
- 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 implement improvements
- Demonstrated leadership skills and proven skills in developing employees
- Strong oral and written communication as well as presentation skills
- Exceptional 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 PowerPoint, proficiency in tax accounting systems
Pay
The base salary range for this role in all geographic locations in the US is $103,100 to $188,900. The base salary range for New York City Metro Area, Washington State, and California (excluding Sacramento) is $123,800 to $214,900. Individual salaries within these ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills, and geography.
Schedule
Most people in external, client-serving roles are expected to work together in person 60% of the time over the course of an engagement, project, or year.