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. This role involves overseeing operations team, managing team's work, ensuring consistent and standardized processes, supporting client audits, 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, and ensure consistent and standardized processes
- 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 to ensure work is accomplished on budget through review of team's out-of-scope efforts and client billable hours
- Leverage standard technologies and processes while driving efficiency and quality of deliverables
- Act as a counselor and coach, and develop a team of tax professionals
- 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
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
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
Hybrid model with most people in external, client serving roles expected to work together in person 60% of the time over the course of an engagement, project or year.