Tax Senior Manager, Tax Automation & Innovation

Tax Automation & Innovation Senior Manager

The Tax Automation & Innovation (Tax AI) Senior Manager, as a member of the Tax Automation & Innovation team, applies industry knowledge and experience to collaborate with clients of the firm and team members to implement tax automation tools.

The Tax Automation & Innovation Senior Manager is responsible for marketing, networking, and business development. The role is also responsible for assessing client tax departments end-to-end and determining the best areas in need of automation across tax data, process, technology, and workforce. Client engagements may include optimization or implementation of existing client tools, custom BDO tax/data solutions, or 3rd party vendor solutions. The Tax AI Senior Manager is charged with running engagements from the proposal and scoping phase to overseeing design, building, testing, and deployment as well as developing training and documentation during the final client hand-off stage. Additional duties include ongoing maintenance and consulting as well as providing support to clients' post-implementation, such as on-site or virtual "go-live" or close assistance within new systems. It is expected that there will be some form of attendance, participation in, or presentation role at various conferences and events throughout the U.S. Other responsibilities may include collaborating with multiple offices within the firm to assist other business line engagement teams in delivering tax solutions to their clients as well as supporting the firm through development of new internal tax solutions or consulting and training on existing internal tax processes, technologies, and applications.

Job Duties:

• Qualifies viability of prospective clients or projects and identifies opportunities to expand current business
• Leverages business domain expertise and understanding of inner workings of business functions to design customized technology and business solutions
• Understands the full picture of a client's tax function and develops unique strategies aligned with business objectives
• Leads planning or project delivery meetings that may include proposal delivery and solutions workshops or training
• Constructs work plans for tax consulting projects performed for one's clients and directs team accordingly
• Manages client expectations and requirements
• Gathers client requirements, estimates fees, and prepares or reviews high level scoping and proposed solutions for client proposals
• Drafts clear and compelling proposals and business cases
• Establishes internal standards and processes for the practice
• Communicates complex technical items to target audience so that relevant issues are clearly understood

• Demonstrates expert project and process management skills; can effectively manage multiple large scale, complex projects at once
• Sets strategy, establishes methodology, and determines the appropriate work plan for a given client
• Takes full ownership of risk mitigation and quality assurance, with support from leadership
• Understands proper scoping and manages Tax AI team to ensure client engagement terms are followed
• Oversees execution of standard project setup procedures, monitors billing and project economic management, including delivering project on time and within budget by utilizing project management and client service skills
• Orchestrates between project teams and client to ensure alignment on project milestones and deliverables
• Can construct a comprehensive quantitative and qualitative business case for client to justify the investment and commitment of management time coupled with financial and human resources

• Clearly identifies client's business requirements and expectations at the beginning and throughout a project or engagement
• Communicates status to clients in line with the frequency agreed upon; promptly responds to requests and gathers pertinent information to manage projects or engagements
• Identifies and appropriately bills for out-of-scope services
• Advises and proactively communicates with clients when complex issues are identified
• Other duties as required

• Schedules and manages the workload of Associates and Senior Associates
• Reviews work prepared by Associates and Senior Associates and provides review comments
• Acts as a Career Advisor to Associates and Senior Associates and provides verbal and written performance feedback

Qualifications, Knowledge, Skills and Abilities:

• Bachelor's degree, required; focus in Accounting, Finance, Computer Science, Data Analytics, or Technology, preferred
• Graduate degree, preferred

• Eight (8) or more years of experience with technology or tax systems, required
• ASC 740 tax accounting, consulting, or income tax compliance, strongly preferred
• Leadership experience, preferred

• Currently holds one (1) or more of the following certifications, required:
• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent ("EA") (or the equivalent of one of these designations)
• Bloomberg, Corptax, Longview, Orbitax or Thomson Reuters certification
• Alteryx, RPA Microsoft PowerApps, or other analytics software certification, required

• Proficient in Microsoft Excel, required
• Advanced Microsoft Excel skills, preferred
• Experience with one (1) or more of the below software / tools, preferred:
• Systems such as Bloomberg, Oracle, Thomson Reuters, Longview, OneStream or Corptax
• RPA tools (UiPath, PowerAutomate, etc.)
• ETL tools (Alteryx, Power Query, Power Pivot, Tableau Prep, etc.)
• Visualization tools (Power BI, Tableau, etc.)

• N/A

• Demonstrated ability to work well remotely
• Solid verbal and written communication skills
• Strong people skills, including training/instruction with professionals at all levels and ability to work in a team
• Ability to prepare and conduct presentations to clients and potential clients
• Executive presence, strong client development/relationship-building skills, and the ability to be primary contact for the client
• Demonstrated sound decision-making skills
• Advanced understanding of tax accounting and/or solution development concepts
• Advanced knowledge and skill level in engagement management including project management skills and administrative tasks
• Ability to complete projects independently
• Ability to travel 15-30% of the time

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.

National Range: $99,750 - $262,500 NYC/Long Island/Westchester Range: $99,750 - $262,500 Washington DC Range: $99,750 - $262,500