Job Summary :
The Tax Manager, Tax Automation & Innovation, as a member of the Tax Automation & Innovation team, applies industry knowledge as well as educational background and experience to collaborate with clients of the firm and team members to implement tax automation tools.
The Tax Manager, Tax Automation & Innovation is responsible for marketing, networking and business development as directed.
The role is also responsible assessing client tax departments end-to-end and determining the best areas in need of automation across tax data, process, technology, and workforce.
Client engagements may include optimization or implementation of existing client tools, custom BDO tax / data solutions, or 3rd party vendor solutions.
The Tax Manager, Tax Automation & Innovation is charged with running engagements from the proposal and scoping phase to overseeing design, building, testing, and deployment, as well as developing training and documentation during the final client hand-off stage.
Additional duties include ongoing maintenance and consulting as well as providing support to clients’ post-implementation, such as on-site or virtual go-live or close assistance within new systems.
It is expected that there will be some form of attendance and participation in various outside networking opportunities throughout the .
Other responsibilities may include collaborating with multiple offices within the firm to assist other business line engagement teams in delivering tax solutions to their clients as well as supporting the firm through development of new internal tax solutions or consulting and training on existing internal tax processes, technologies, and applications.
Job Duties : Tax Consulting
Tax Consulting
- Qualifies viability of prospective clients or projects and identifies opportunities to expand current business
- Understands the full picture of a clients tax functions and develops unique strategies aligned with business objectives
- May lead planning or project delivery meetings that may include proposal delivery and solutions workshops or training
- Understands work plans for tax consulting projects performed for one's clients and directs staff accordingly, as applicable
- Assists in managing client expectations and requirements
- May gather client requirements, estimate fees, and prepare high level scoping and proposed solutions for client proposals
- Drafts clear and compelling proposals and business cases
- Identifies opportunities to streamline internal standards and processes for the practice
- Communicates complex technical items to target audiences so that relevant issues are clearly understood
Engagement / Project Management
- Demonstrates advanced project and process management skills; can effectively manage multiple large scale, complex projects at once
- Gains exposure to setting strategy, establishing methodology, and determining the appropriate work plan for a given client by working with Tax AI leadership
- Takes ownership of risk mitigation and quality assurance, with support from leadership
- Understands proper scoping and works with Tax AI team as appropriate to ensure client engagement terms are followed
- Executes standard project setup procedures, tracks billing and basic project economic management, including delivering project on time and within budget by utilizing project management and client service skills
- Collaborates with project teams and clients to understand the big picture when developing and implementing projects
- Can construct a comprehensive quantitative and qualitative business case for clients to justify the investment and commitment of management time coupled with financial and human resources
Client Service
- Clearly identifies clients business requirements and expectations at the beginning of a project or engagement and communicates to staff
- Communicates status to the clients in line with the frequency agreed upon; promptly responds to requests and gathers pertinent information when applicable
- Helps clients navigate complex issues
- Other duties as required
Supervisory Responsibilities :
- Schedules and manages the workload of Associates and Senior Associates
- Reviews work prepared by Associates and Senior Associates and provides review comments
Qualifications, Knowledge, Skills and Abilities :
Education :
- Bachelor's degree, required; focus in Accounting, Finance, Computer Science, Data Analytics, or Technology, preferred
- Graduate degree, preferred
Experience :
- Five (5) or more years of experience with technology or tax systems, required
- ASC 740 tax accounting, consulting, or income tax compliance, preferred
- Leadership experience, preferred
License / Certifications :
Currently holds one (1) or more of the following certifications, required : CPA certification, Attorney (admitted to practice in a .
jurisdiction), or Internal Revenue Service Enrolled Agent ( EA ) (or the equivalent of one of these designations), Bloomberg, Corptax, Longview, Orbitax or Thomson Reuters certification
Alteryx, RPA, Mircrosoft Power Apps or other analytics software certification required
Software :
- Proficient in Microsoft Excel, required
- Advanced Microsoft Excel skills, preferred
- Experience with one or more of the below software / tools, preferred : Systems such as Bloomberg, Oracle, Thomson Reuters, Longview, OneStream or Corptax RPA tools (UiPath, PowerAutomate, etc.
ETL tools (Alteryx, Power Query, Power Pivot, Tableau Prep, Visualization tools (Power BI, Tableau,
Language :Other Knowledge, Skills, & Abilities :
- Demonstrated ability to work well remotely
- Solid verbal and written communication skills
- Strong people skills, including training / instruction with professionals at all levels and ability to work in a team
- Ability to prepare and conduct presentations to clients and potential clients
- Executive presence, strong client development / relationship-building skills, and the ability to be primary contact for the client
- Demonstrated sound decision-making skills
- A demonstrated proficiency in tax accounting and / or solution development concepts
- An advanced knowledge and skill level in engagement management including project management skills and administrative tasks
- Ability to complete projects independently
- Ability to travel 10-25% of the time
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.
Range : $76,000 - $160,000
Tax Manager - Business Tax Services - Fed/Corporate Tax (East Region Office Locations)
Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do phrases like "accounting for income taxes," "tax advisory," and "tax controversy" pique your interest? Do you enjoy providing federal tax compliance and consulting...
Tax Manager
As the Tax Manager you will be responsible for conducting tax research, preparing tax returns and providing tax advice to the organization. We are looking for a Tax Manager with a minimum of 5 years of experience in Public Accounting and Tax Accounting. Due to growth, we are excited to add a new Tax...
Tax Sr Manager - Financial Svcs Industries - Global Information Reporting
Are you a strategic and creative tax professional who would like to work on international tax regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset management, hedge funds, insurance) and how comple...
Tax Manager - Nat’l Federal Tax Services - Partnership Solutions Group (PSG)
Implement strategic tax structures and processes, and oversee complex tax computation projects for clients, with emphasis on identification and communication of technical tax and service issues. National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP made up of a number o...
Corporate Tax Manager - US
You’ll focus on helping businesses with tax strategy, ensuring tax compliance, increasing post tax profits, and providing application support to achieve the best corporate tax practices. SummaryA career within Corporate Tax services, will provide you with the opportunity to help our clients meet the...
Tax Manager - Federal Credits and Incentives
As a member of our Credits, Incentives and Methods (CIM) group, you will be performing tax consulting and advisory services related to Research and Development (R&D) tax credits. Perform tax planning and research, resolving complex tax issues, and giving recommendations to clients, as it relates spe...
Tax Senior Manager, Private Client Services
A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services ...
Corporate Tax Senior Manager -US
You’ll focus on helping businesses with tax strategy, ensuring tax compliance, increasing post tax profits, and providing application support to achieve the best corporate tax practices. SummaryA career within Corporate Tax services, will provide you with the opportunity to help our clients meet the...
Hybrid Tax Manager
Seeking: Tax Manager with Public Accounting experience. Summary: We are an established South Florida based public accounting firm looking for Tax Manager. You will help us stay tax-compliant and up-to-date on new tax laws. Must be a Tax Manager in Public Accounting. ...
PTPA Manager
The Partner Tax Preparation Advisors program (PTPA) team is a national team comprised of dedicated tax professionals who serve as trusted advisors that provide tax compliance and tax planning guidance to the owners of PwC, both Partners and Principals, across the US. Leveraging technical skills with...