Senior Associate, Tax - Asset Management Technology (DAC)

Responsibilities

• Develop and implement cutting-edge solutions with the DAC Solutions Team, focusing on training and onboarding strategic clients
• Manage project timelines effectively, ensuring all milestones and deliverables are met while adhering to business requirements throughout the project lifecycle
• Collaborate closely with Tax Engagement teams and offshore developers to design automation solutions that enhance tax compliance processes
• Create comprehensive documentation, presentations, charts, tables, and diagrams to support dynamic, standardized, and custom reporting packages for tax deliverables
• Design and optimize data transformation processes using Alteryx to meet complex tax technical requirements; streamline tax compliance and reporting activities to standardize processes and enhance operational efficiency
• Provide training and support to team members and stakeholders to ensure effective adoption of advanced tax technology solutions

Requirements

• Minimum five years of recent progressive experience in Information Technology program/project management and/or tax, ideally within a professional services firm or in tax areas such as partnerships, mutual funds, or securities transactions
• Bachelor's degree from an accredited college/university
• Core certification in Alteryx with proven experience in building analytic apps and macros
• Strong tax technical background with experience in partnerships, mutual funds, or securities/debt instruments; familiarity with industries such as real estate, financial services, hedge funds, private equity, credit, or oil and gas is advantageous
• Demonstrated expertise in designing and implementing data processes/solutions tailored to tax technical requirements; excellent communication, problem-solving, and teamwork skills

Qualifications

• Basic understanding of tax practice operations and the ability to leverage technology to enhance products and services, providing thought leadership and driving innovation
• Proficiency in basic Python is preferred

Skills

• Strong tax technical background
• Experience in Information Technology program/project management
• Proven experience in building analytic apps and macros
• Ability to design and implement data processes/solutions tailored to tax technical requirements
• Excellent communication, problem-solving, and teamwork skills

Benefits

• Comprehensive compensation and benefits package

Pay

• $131,800

Schedule

• Experienced