FY26 - Tax Senior Services Manager - Financial Services-Customer Tax Operations and Reporting - EDGE

About the role

The opportunity is to serve as a lead of a 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. You will oversee operations team, manage and monitor team's work, progress reporting, workload, quality, and utilization/overtime distribution across the team. You will also ensure consistent and standardized processes and procedures are implemented and in place for all tax operations and coordinate training as needed.

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).
• Review key performance indicators by work stream, drive delivery of services to meet deadlines and client expectations, develop internal team members, and manage engagement economics.
• 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

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 Power Point, Proficiency in tax accounting systems

Qualifications

• Strong operations skills, tax technical skills not a requirement
• Experience managing a production line team