Tax Technology & Transformation Manager
- Lead workstream delivery
- Multi-year transformation vision, business case, sequencing, and measurable outcomes and plan end-to-end design and implementation for one or more priority programs (workpapers, workflow, automation, AI enablement)
- Manage timeline, scope, dependencies, RAID, and change control with cross-functional teams
- Drive Operations Transformation and adoption
- Implement a portfolio of initiatives (e.g., standardization, shared services, managed services, workflow automation, data lake/warehouse integration, provision/compliance tooling)
- Facilitate SME workshops, map current and future state processes, define a standardized work model, and update standard operating procedures and controls
- Partner with change management to deliver training, communications, and readiness activities
- Support tracking of KPIs (cycle time, cost, quality, risk, satisfaction), report progress to senior stakeholders, and course-correct
- Support governance and objective review
- Prepare materials for intake and prioritization forums; track decisions and benefits of the proposed enhancements
- Analyze TTC proposals and solution options for feasibility, risk/controls, integration dependencies, and practitioner impact
- Drive tax data governance (definitions, ownership, quality controls, lineage) and embed controls into redesigned processes
- Partner across technology and business
- Coordinate with TTC, Enterprise Solutions platform/data/security teams, and USFT stakeholders to align designs and unblock delivery
- Support vendor management and deliverable quality, as needed
- Bachelor's degree in Accounting/Taxation or Information Technology
- Five (5)+ years' experience delivering transformation initiatives (process and technology) in a matrixed environment
- Working knowledge of tax delivery operations and practitioner workflows
- Experience with workflow/process modernization, automation, testing, and control readiness
- Ability to train and develop staff
- Limited immigration sponsorship may be available
- Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve.
- Advanced degree
- Familiarity with AI enablement concepts (use-case selection, human-in-the-loop, monitoring, guardrails)
- Process improvement experience (e.g., Lean/operational excellence)
- Experience with tax tools (e.g., ONESOURCE Income Tax) or ERP systems (e.g., SAP)
- Experience with product/program operating models, Agile delivery, or scaled delivery method
- CPA, Enrolled Agent or other relevant certification
- Strong stakeholder management and structured problem-solving
- Executive-ready communication
- Experience supervising professionals on a project or engagement basis
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