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. The role involves managing operations team, overseeing key performance indicators, driving service delivery, developing internal team members, and managing engagement economics.
Responsibilities
- Serve as lead of tax operations team
- 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
- Manage engagement economics
- 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
- 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
Qualifications
- Minimum of 8+ years of operational delivery experience
- CPA, EA, or licensed attorney
- Understanding 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
Benefits
Base salary range for this job in all geographic locations in the US is $127,900 to $291,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $153,400 to $331,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.
Pay
Base salary range for this job in all geographic locations in the US is $127,900 to $291,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $153,400 to $331,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.
Schedule
Most people in external, client serving roles work together in person 60% of the time over the course of an engagement, project or year.