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

About the role

The opportunity is available to focus on US and global tax information reporting and withholding matters. You will work in a group environment on challenging tax information reporting and withholding engagements across all financial services sectors. Our specialized practitioners work across tax and operations to deliver support throughout the customer tax operations lifecycle.

Responsibilities

• Serve as lead of tax operations team.
• Responsible for actioning all team escalations related to data preparation, data aggregation, report preparation, report submission, filings and other various reporting activities for tax information reporting and transaction taxes.
• Manage operations team by directing and coordinating day-to-day interactions with clients (as needed), reviewing key performance indicators by work stream, driving delivery of services to meet deadlines and client expectations, developing internal team members, and managing engagement economics.
• Manage and monitor team's work, progress reporting, workload, quality and utilization/overtime distribution across the team.
• Responsible for all escalation and resolution and provide 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 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.

  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.
  • Strong analytical and problem-solving skills.
  • Strong data analysis capabilities.
  • Ability to prioritize, handle and track multiple assignments.
  • Strong operations skills, tax technical skills not a requirement.
  • Experience managing a production line team.

  Skills and Attributes

  • 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.
  • Works independently, with leadership guidance in only the most complex situations.
  • Has the authority to make significant choices and decisions, without specific guidance or direction from leadership.
  • Works with people from all backgrounds, from executives and entrepreneurs to investors and families, using experience and status as a trusted advisor to maintain and further our reputation for excellence.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Develops you with future-focused skills and equips you with world-class experiences.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and fuels you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.
  • Empowers you in a flexible environment, and