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, and ensure consistent and standardized processes and procedures are implemented.

Responsibilities

• Manage operations team and provide visibility to leadership on status, issues, or situations which need to be addressed
• Responsible for all escalation and resolution and provide visibility to leadership
• Support client internal audits and external audits as needed to provide supporting documentation of current processes
• Evidencing performance and introducing 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

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

• Experience managing a production line team

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

Pay

$127,900 to $291,900 base salary range for all geographic locations in the US, and $153,400 to $331,700 for New York City Metro Area, Washington State and California (excluding Sacramento).

Schedule

Most people in external, client serving roles will work together in person 60% of the time over the course of an engagement, project or year.