Senior Manager, Indirect Tax Technology

About the role

Forvis Mazars is looking for an experienced tax professional to serve in a market-focused, growth-minded role within the State and Local Tax practice. Indirect Tax technical and technology/transformation competency and experience, and the desire to continue to develop within Forvis Mazars is a must. This includes actively leading a team of professionals and tax engine implementation and indirect tax automation engagements.

Responsibilities

• Lead and manage the design, implementation, and configuration of indirect tax software solutions, with a focus on tax engines such as AvaTax, ONESOURCE, and Vertex.
• Lend tax technology expertise in discussions with clients and prospects - including, but not limited to client tax and/or finance teams, enterprise executives, information technology to illustrate what's possible based upon client needs and availability of technologies within their organization and outside of their enterprise tools.
• Communicate confidently with client management and their team.
• Oversee prep and review of internal and external deliverables, which may include PowerPoint presentations, Visio workflows, functional business and tax requirements, agendas, budgets, meeting summaries, and/or client memorandum.
• Aid in the development of the delivery platform, including standardized project plan and project management templates, delivery templates (e.g., data dictionary, product mapping matrix, etc.), test script documentation, and etc.
• Apply your indirect tax technical acumen to each client project as well as collaborate and integrate with Forvis Mazars indirect tax subject matter and/or industry specialists to provide the client with appropriate support on projects.
• Demonstrate the ability to think strategically 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 research to improve and develop technical expertise.
• Design and implement Indirect Tax Engine training curriculum, including learning tracks for each engine.
• Contribute competencies in tax technology, and train existing team members to expand their competencies.
• Set strategy for team growth. Grow the team by recruiting and retaining talent. Provide mentorship to existing team members.
• Assess technology needs for the practice.
• Assist with developing cross-functional go-to-market strategies with Forvis Mazars Tax, Consulting and Audit. Assist with developing marketing materials. Serve as engagement leader on full-range of services provided by our Indirect Tax Transformation practice.
• Work with others on Forvis Mazars Tax Transformation team to best leverage teams' technical competencies in order to provide an unmatched client experience. Engage with Forvis Mazars tax and non-tax leadership to expand internal knowledge of Indirect Tax Engine and Transformation services, increasing introductions to Forvis Mazars clients and prospects.
• Represent the firm by authoring articles and presenting at seminars and webinars.

Requirements

• Bachelor's degree in finance, accounting, tax, management information systems, computer science, or a related field is required; 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 O-Series, and ONESOURCE.
• Working knowledge of Microsoft Office suite products, strong analytical knowledge in Excel. Working knowledge of Alteryx and/or other automation solutions.
• Experience with representing tax in tax engine implementations for ERP and ecommerce systems. Familiarity with Microsoft, NetSuite, Sage, SAP, and/or Workday preferred.
• General understanding/experience of tax cycle and tax workflow within each cycle.
• Ability to travel as needed to serve clients.

Qualifications

• A CMI in Sales and Use Tax from the Institute for Professionals in Taxation.
• A broad range of 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.
• Able to multitask.
• Excellent verbal and written communication skills with the ability to present and explain complex information clearly.

Skills

• Strong analytical skills.
• Excellent communication skills.
• Project management skills.
• Teamwork and collaboration.
• Strategic thinking.

Benefits

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being—empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.