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About the role
- Project Manager managing tax technology automation projects for client tax organizations. Overseeing project delivery while leading teams and maintaining client relationships.
Responsibilities
- Manages the delivery of technology automation projects that are transformational to a client’s tax organization
- Includes data transformation, data visualization, robotic process automation, tax engine deployments, data enablement and support
- Helps with managing project scope, tasks, project teams, timelines, budgets, resource allocation and reviewing deliverables
- Oversees primary phases of a standardized software development/implementation approach including requirements analysis
- Maintains and supports existing client relationships
- Assists with business development activities by preparing proposals
- Provides technical leadership and guidance to staff resources
- Creates project workplans and enforces proper methodology and standards
- Provides mentorship and technical training to staff as needed
- Leads the creation of custom solutions for client tax automation and process needs
- Owns processes to track adherence to project timelines and budgets
- Manages client data acquisition to support the tax technology services on a required basis
- Travels to client locations to gather requirements, review processes, and perform other tax technology services as necessary
Requirements
- Bachelor’s or Master’s degree in Accounting, Information Systems, Management Information Systems or Information Technology and Management
- Minimum of seven hours of Accounting
- Five to seven years related tax automation and technology experience
- Experience leading projects and supervising, coaching, mentoring and training staff as required
- Experience leading requirements gathering and design workshops and documenting solutions for review by management
- Strong solution minded and design skills required
- Excellent written and verbal communication skills required
- Experience with complex software development projects through all phases of the software development life cycle
- Working knowledge of software such as Robotic Process Automation (RPA) tools (Automation Anywhere, UiPath, BluePrism)
- Data ETL tools (Alteryx, PowerQuery, Dataiku, Tableau Prep, Knime)
- Data visualization tools (PowerBI, Tableau)
- Experience with Generative AI & LLM is a plus
- ERP knowledge specific to tax determination and finance
- Experience with SAP ECC / HANA is a plus
- Tax Technology software experience (OneSource Determination, Vertex O Series, Vertex Returns, OneSource Compliance) is also a plus.
- Valid driver’s license required
- PMP is a plus
Benefits
- Hybrid Work Options
- Award-Winning Culture
- Generous Personal Time Off (PTO)
- 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
- Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
- Benefits Eligibility Effective Day One
- 401K with Employer Match
- Tuition Reimbursement After One Year of Service
- Fertility Assistance Program
- Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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