Senior Manager, Indirect Tax Technology

About the role

This is an experienced tax professional role within the State and Local Tax practice at Forvis Mazars. The role requires a Bachelor's degree in finance, accounting, tax, management information systems, computer science, or a related field, with 7+ years of related indirect tax engine and transformation experience. The ideal candidate should have knowledge of tax engines like AvaTax, ONESOURCE, and Vertex, and experience with tax engines in ERP and ecommerce systems.

Responsibilities

• Lead and manage the design, implementation, and configuration of indirect tax software solutions, focusing on tax engines such as AvaTax, ONESOURCE, and Vertex.
• Lend tax technology expertise in discussions with clients and prospects, including client tax and/or finance teams, enterprise executives, and IT teams.
• Oversee preparation and review of internal and external deliverables, such as PowerPoint presentations, Visio workflows, functional business and tax requirements, agendas, budgets, meeting summaries, and client memoranda.
• Aid in the development of the delivery platform, including standardized project plans, project management templates, delivery templates, and test script documentation.
• Apply indirect tax technical acumen to each client project, collaborate with Forvis Mazars' indirect tax subject matter and/or industry specialists, and provide appropriate support on projects.
• Strategically think and execute based on firm focus, future of the tax service line, and expanding technologies useful to tax.
• Align with the firm's mission and long-term vision, participate in continuous learning activities, and assist in designing and implementing Indirect Tax Engine training curriculum.
• Contribute to team growth by recruiting and retaining talent, providing mentorship to existing team members, and assessing technology needs for the practice.
• Engage in business development and strategy by assisting with cross-functional go-to-market strategies, developing marketing materials, serving as engagement leader on full-range of services, and representing the firm at seminars and webinars.

Requirements

• Bachelor's degree in finance, accounting, tax, management information systems, computer science, or a related field.
• Master's degree in one of these fields is preferred.
• 7+ years or more of related indirect tax engine and transformation experience, including knowledge of tax engines such as AvaTax, Vertex.
• Working knowledge of Microsoft Office suite products, strong analytical skills in Excel, and experience with Alteryx and/or other automation solutions.
• Familiarity with Microsoft, NetSuite, Sage, SAP, and/or Workday.
• General understanding/experience of tax cycle and tax workflow within each cycle.
• Ability to travel as needed to serve clients.

Qualifications

• Certified Management Information Systems (CMIS) in Sales and Use Tax from the Institute for Professionals in Taxation is preferred.
• Broad indirect tax knowledge and experience, including compliance and technical.
• Process and technology experience in an indirect tax function.
• Excellent attention to detail with the ability to manage multiple projects within restricted timelines.
• Aptitude for process improvement identification and experience with data manipulation and indirect tax systems.
• A team player with strong project management skills.
• Excellent verbal and written communication skills with the ability to present and explain complex information clearly.

Skills

• Indirect tax engine implementation and tax transformation solutioning.
• Leading and managing tax engine implementation and tax transformation engagements.
• Communicating with client management and their team.
• Assisting with the development of the delivery platform, including standardized project plans and templates.
• Collaborating with Forvis Mazars' indirect tax subject matter and/or industry specialists.
• Thinking strategically and executing based on firm focus, future of the tax service line, and expanding technologies useful to tax.
• Participating in continuous learning activities and research to improve and develop technical expertise.
• Designing and implementing Indirect Tax Engine training curriculum.
• Assisting with setting strategy for team growth.
• Mentoring existing team members.
• Assessing technology needs for the practice.
• Representing the firm by authoring articles and presenting at seminars and webinars.

Benefits

Forvis Mazars offers a robust total rewards program and flexible work environment, reflecting the firm's commitment to people, careers, and well-being. Total compensation and benefits include salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. The salary range for this role is determined based on experience, education, and skill set, and can vary based on business needs.