Financial Services - Customer Tax Operations and Reporting - Tax Services Manager - EDGE
About the role
The opportunity is to serve as a lead of a tax operations team focusing 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.
Responsibilities
- Lead the tax operations team and manage day-to-day interactions with clients.
- Manage operations team by reviewing key performance indicators by work stream, driving delivery of services to meet deadlines and client expectations.
- Develop internal team members and manage engagement economics.
- Provide visibility to leadership on status, issues, or situations which need to be addressed.
- 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.
- 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
- Leadership (advising and providing direction).
- High-level working knowledge of requirements of various operational taxes.
- 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 Power Point.
Benefits
Comprehensive compensation and benefits package including medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Pay
The base salary range for this job 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.
Schedule
Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year.