Tax Experienced Manager, Tax Automation & Innovation

Job Summary The Tax Automation & Innovation (Tax AI) Experienced Manager collaborates with clients and internal teams to assess and implement tax automation tools. The role is responsible for marketing, networking, business development, and end‑to‑end client engagements, from proposal through deployment and post‑implementation support. Job Duties Tax Consulting Qualify prospects, identify growth opportunities, and develop strategies aligned with client objectives. Lead planning or project delivery meetings, including proposals, workshops, and training sessions. Determine work plans for tax consulting projects, direct staff, and manage expectations. Gather client requirements, estimate fees, prepare scoping documents, and draft compelling proposals and business cases. Identify opportunities to streamline internal standards and processes for the practice. Communicate complex technical items to stakeholders so that issues are clearly understood. Engagement / Project Management Demonstrate advanced project and process management skills; manage multiple large, complex projects simultaneously. Set strategy, establish methodology, and determine appropriate work plans in collaboration with Tax AI leadership. Own risk mitigation and quality assurance with leadership support. Ensure proper scoping and adherence to engagement terms. Execute standard project setup, track billing, deliver projects on time and within budget. Collaborate with project teams and clients to develop and implement projects. Construct comprehensive quantitative and qualitative business cases to justify client investments. Client Service Identify client business requirements and communicate them to staff at the project outset. Communicate status to the client per agreed frequency; promptly respond to requests and gather pertinent information. Help clients navigate complex issues. Supervisory Responsibilities Manage Tax AI staff in completion of projects. Education Bachelor’s degree required; emphasis in Accounting, Finance, Computer Science, Data Analytics, or Technology preferred. Graduate degree preferred. Qualifications, Knowledge, Skills and Abilities Six (6) or more years of experience with technology or tax systems. ASC 740 tax accounting, consulting, or income tax compliance knowledge is preferred. Leadership experience preferred. Excellent verbal and written communication skills. Strong people skills, including training and instruction at all levels. Experience preparing and conducting presentations to clients. Executive presence and strong client development/relationship‑building skills; primary client contact. Sound decision‑making skills. Proficiency in tax accounting and/or solution development concepts. Advanced engagement and project management skills. Ability to complete projects independently. Ability to travel 10–25% of the time. Demonstrated ability to work well remotely. License / Certifications Certification in one or more of the following technologies required: Corptax, Longview, Orbitax, OneStream, Thomson Reuters, Alteryx, or Microsoft Power Apps. CPA certification preferred. Software Proficient in Microsoft Excel; advanced Excel skills preferred. Experience with one or more of the following software/tools: Systems such as Bloomberg, Corptax, Longview, OneStream, Oracle, or Thomson Reuters. RPA tools (UiPath, Power Automate, etc.). ETL tools (Alteryx, Power Query, Power Pivot, Tableau Prep, etc.). Visualization tools (Power BI, Tableau, etc.). Salary Range National: $94,500 – $189,000 Colorado: $135,000 – $167,000 Maryland: $94,500 – $189,000 NYC/Long Island/Westchester: $94,500 – $189,000 Washington DC: $94,500 – $189,000 Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. #J-18808-Ljbffr BDO USA