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. Responsibilities include managing operations, monitoring team progress, resolving escalations, ensuring consistent processes, supporting audits, and managing engagement economics.

Responsibilities

• Serve as lead of tax operations team
• Manage operations team and provide visibility to leadership
• Oversee data preparation, aggregation, report preparation, and submission
• Manage and monitor team's work, progress reporting, workload, quality, and utilization/overtime distribution
• Ensure consistent and standardized processes and procedures are implemented and in place for all tax operations
• Support client internal audits and external audits as needed to provide supporting documentation of current processes
• Evidence performance and introduce efficiencies via production of 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

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 actively engage in implementing improvements
• Demonstrated leadership skills and proven skills in developing employees
• Strong oral and written communication as well as presentation skills
• Exceptionally strong 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 most complex work of other teammates
• Focus on performance of multiple tax operations workstreams
• Coordination with both domestic and international delivery team leads
• Independently making significant choices and decisions
• Understanding and high-level working knowledge of operational taxes
• Managing a production line team