Tax and Treasury Technology Leader

Tax and Treasury Technology Leader

We are looking for an experienced Tax and Treasury Technology Leader to develop and implement the worldwide technology strategy and roadmap for tax and treasury systems, data, integrations, and digital capabilities. The person in this position brings expertise across direct and indirect tax, tax provision and compliance! Also transfer pricing, cash and liquidity management, payments, banking connectivity, debt and investments, foreign exchange, data and analytics, Agentic AI, and workflow automation. Translate priorities into secure, resilient, well-governed, and data-driven technology solutions.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world! As an organization, we are united through trust as one engaged team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

Serve as the senior technology leader responsible for both tax functions and treasury management, owning the strategy, architecture, roadmap, delivery, and operational health of the global technology ecosystem.

• Be responsible for the portfolio of technologies, including tax provision and reporting: Global tax provision, effective tax rate, deferred tax, tax accounting, disclosure, and close-support solutions. Direct tax compliance: Corporate income tax, withholding tax, statutory reporting, return preparation, filing, and jurisdictional compliance platforms. Indirect tax: VAT, GST, sales and use tax, determination, calculation, invoicing, reporting, reconciliation, and e-filing technologies. Transfer pricing: Intercompany policy, calculation, documentation, operational transfer pricing, and country-by-country reporting solutions.
• Oversee treasury management: Cash positioning, liquidity forecasting, bank account administration, payments, collections, in-house banking, netting, and reconciliation platforms. Financial risk and capital markets: Foreign exchange, interest rate and commodity risk, hedging, debt, investments, guarantees, and associated accounting and valuation capabilities.
• The person in this role will be responsible for banking connectivity and payments: Bank portals, host-to-host connections, APIs, SWIFT connectivity, payment factories, file transmission, fraud controls, and payment status monitoring. Information analysis, computational insights, and artificial intelligence: Financial and liquidity data products, governed data models, dashboards, predictive insights, scenario modeling, intelligent automation, and Agentic AI capabilities.
• Ensure end-to-end process integrity and data consistency across tax determination, provision, compliance, statutory reporting, payments, cash positioning, liquidity forecasting, bank reconciliation, hedging, debt, and investment processes.
• Partner closely with senior Tax, Treasury, Finance, Accounting, Risk, Compliance, Internal Audit, Data, Cybersecurity, and Technology leaders to align platform capabilities with business priorities and regulatory obligations.
• Define and maintain the platform governance model for the technology solutions supporting Tax and Treasury functions, including demand intake, prioritization, architecture, security, change control, release management, access governance, and communication.
• Take charge of the IT service model across application support, incident and problem management, monitoring, batch and interface operations, disaster recovery, business continuity, vendor support, and service-level performance. Oversee evaluation, adoption, and rollout of new platform features and releases; perform impact assessments and guide configuration, integration, controls, testing, deployment, and hypercare.
• Drive adoption and support for new capabilities, ensuring teams are equipped to use systems, data analytics, and AI effectively in day-to-day operations.
• Champion data quality, lineage, standardization, retention, security, and controls across the landscape; establish clear ownership and collaborate with Data, Risk, Legal, Privacy, and Compliance teams.
• Complete the AI strategy related to Tax and Treasury, prioritizing responsible use cases such as anomaly detection, reconciliation support, cash forecasting, scenario analysis, document intelligence, research assistance, workflow orchestration, and control monitoring.
• Ensure effective integrations and data flows between Tax and Treasury platforms and adjacent ecosystems, including ERP, HR and payroll, procurement, billing, banking networks, market data, consolidation, regulatory reporting, and enterprise data platforms.

This role goes well beyond maintaining current tools. You will:

• Implement the strategic vision for an integrated Tax/Treasury technology ecosystem, connecting operational processes, enterprise platforms, banking partners, authoritative data, analytics, automation, and AI.
• Play a significant role in enterprise-wide transformation programs, including:
  • Global modernization and standardization of Tax/Treasury platforms, processes, controls, integrations, and data
  • AI-enabled automation and advanced analytics for cash forecasting, tax data preparation, reconciliations, exception management, regulatory change analysis, and aiding decision-making
  • Real-time and API-enabled banking, payment, and data connectivity, with resilient security and control frameworks
• Blend executive level influence with hands‑on leadership, from driving multi‑year roadmaps and major transformations to engaging in architecture reviews, operational risk decisions, and proofs of concept.
• Shape the day‑to‑day experience of teams by reducing manual effort, improving clarity, strengthening controls, and enabling faster, data‑driven decisions.
• Your work will directly support tax compliance, liquidity, financial risk management, payment integrity, operational resilience, and better enterprise decisions through technology, data, AI, and process excellence.

Skills and experience that will lead to success

• Extensive experience, typically 7+ years, leading Tax, Treasury, Finance, or corporate technology portfolios in a global, matrixed organization.
• Deep hands‑on and strategic experience with:
  • Tax provision, tax accounting, direct tax compliance, indirect tax, transfer pricing, and statutory reporting technologies
  • Treasury management systems supporting cash, liquidity, payments, bank account management, debt, investments, foreign exchange, hedging, and reconciliation
  • Bank connectivity and payment technologies, including SWIFT, host‑to‑host, APIs, payment files, bank portals, and fraud‑control capabilities
  • ERP, consolidation, sub ledger, payroll, procurement, billing, market data, data platform, and regulatory integrations that support Tax and Treasury processes
  • Data architecture, master and reference data, data lineage, reporting, analytics, and data product operating models
  • AI, machine learning, workflow automation, document intelligence, and agentic solutions, with responsible AI and governance controls
• Proven success leading complex, multi‑year transformations, global deployments, process standardization, platform rationalization, and operating model change across Tax and Treasury.
• Experience establishing reliable application support and service management for time critical close, filing, payment, cash, and market‑facing processes.
• Experience driving adoption of AI, automation, and analytics in Tax and Treasury while maintaining appropriate human review, security, auditability, and regulatory compliance.
• Solid background partnering with senior business collaborators to translate Tax/Treasury strategies, risks, controls, and performance measures into technology roadmaps and investment priorities.

Leadership & collaboration

Demonstrated ability to build, lead, and develop high‑performing, global teams across business, technology, data, architecture, delivery, and operations skills. Excellent collaborator management and interpersonal abilities, with the ability to work with senior leaders in Tax, Treasury, Finance, Accounting, Risk, Compliance, Audit, Data, and Technology.

Experience managing portfolio prioritization, budgeting, capacity, resource planning, and delivery across concurrent programs, enhancements, regulatory commitments, and operational needs.

Strong vendor and partner management skills, including contracts, performance, service levels, product roadmaps, security requirements, implementation accountability, and risk allocation.

Strategic problem solver

Can connect Tax and Treasury technology, data, controls, and AI capabilities to outcomes such as compliance, liquidity visibility, risk reduction, payment integrity, operational resilience, and improved efficiency.

Demonstrated experience identifying and implementing automation, AI/ML, advanced analytics, and agentic workflows in controlled financial processes.

Ability to define a governed data strategy that improves data quality, accessibility, lineage, reuse, and decision support across jurisdictions and business divisions.

Comfortable operating in a matrixed, global environment, balancing enterprise standardization with local tax, banking, legal, regulatory, and market requirements.

Bachelor's degree in Information Systems, Computer Science, Finance, Accounting, Tax, Treasury, Business, or a related field.

An advanced degree in Business, Finance, Accounting, Tax, Information Systems, Data, or a related field, or equivalent experience, is preferred.

Technology, data, cloud, cybersecurity, project management, or AI-related certifications are advantageous, particularly where they demonstrate skill in leading secure and well governed enterprise platforms.

For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.

Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.

Pay Transparency Laws:

The salary range for this position (intended for U.S. applicants) is $150k to $170k annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.