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
Project Manager, Transaction Tax Transformation and Automation
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