SME Tax Manager

Role and Responsibilities

• Go-To-Market & Commercial Strategy
• Engage directly with our sales and business development team to execute the go-to-market expansion strategy, developing enablement materials and providing the necessary tax subject matter expertise training for new regulations
• Engage directly with prospects, with particular focus on accelerating or expanding the largest and/or most strategic deals for Taxbit qualifications
• Partner with Marketing to produce white papers, webinars, and thought-leadership content regarding regulatory shifts (e.g., CARF, 1099-DA, or changes to DAC7)
• Monitor the regulatory landscape to identify market gaps and help position our product as the premier solution for compliance
• Client Success & Implementations
• Partner with Customer Operations to drive engagements and implementations of the Tax Enterprise Platform
• Provide customer and internal support during peak filing seasons, troubleshooting complex filing errors and interpreting IRS/Global jurisdiction schemas
• Conduct workshops for the Customer Success team to level up their understanding of withholding and reporting nuances
• Develop a deep understanding of our customers and their business, processes, and products through proactive communication and in-depth discovery
• Work with Taxbit Engineering and Product teams to ensure accuracy of data integration and completeness of client data
• Product Logic & AEOI Development
• Support our Product Team by defining and documenting business requirements for our AEOI (FATCA/CRS) engine, ensuring the software correctly handles the rules and output
• Work closely with Product Managers to prioritize features based on upcoming regulatory deadlines and global reporting changes
• Validate that product outputs (Forms 1099, 1042-S, and XML files) meet the rigorous standards of global tax authorities

Professional Qualifications

• 5-8 years of income tax experience working in public accounting or industry
• Proven track record of identifying opportunities to build, test, and scale AI-powered solutions
• Sees AI as a force multiplier and actively looks for ways to enhance team performance through innovation & curiosity
• Degree in accounting
• CPA certification
• Exceptional organizational and management skills; ability to juggle multiple projects and disparate information
• Critical thinker with strong analytical and problem-solving skills; high attention to detail and thoroughness in approach
• Team player who is eager to roll up their sleeves and contribute from day 1; brings a great attitude, work-ethic, and eagerness to learn and develop
• Experience working with data and various data analysis tools in order to organize and normalize data for solution development; proficiency with Excel is a must and working knowledge of SQL, VBA, and business intelligence tools like Alteryx is a plus
• Ready to identify and perform job functions with minimal supervision
• Strong desire to keep up with emerging issues, news, and best practices within the industry
• Aptitude to learn new industry skill sets; primarily digital assets, accounting, and finance