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), 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.
• Understand and high-level working knowledge of requirements of various operational taxes.
• Oversee operations team and provide visibility to leadership on status, issues, or situations which need to be addressed.
• 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

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

Skills and attributes for success

• 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. Employee may also regularly lead multiple engagements/workstreams. Employee works independently, with leadership guidance in only the most complex situations. Employee has the authority to make significant choices and decisions, without specific guidance or direction from leadership.

Qualifications

• 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. Employee may also regularly lead multiple engagements/workstreams. Employee works independently, with leadership guidance in only the most complex situations. Employee has the authority to make significant choices and decisions, without specific guidance or direction from leadership.

Pay

$127,900 to $291,900

Schedule

Hybrid model with 60% in-person work expected over the course of an engagement, project or year.