Senior Manager Tax Technology and Process Transformation

Overview

Full-time position focused on leading the strategy, design, implementation, and continuous optimization of tax technology solutions and end-to-end tax operational processes.

The role partners with Tax, Operations, Compliance, Product, Finance, and Technology teams to modernize tax operations through automation, digital transformation, data-driven decision-making, and process standardization.

Location

Local talent for one of the following office locations with a hybrid schedule preferred:

• Rochester, NY
• Lake Mary, FL
• Schaumburg, IL
• Meridian, ID

Remote talent will be considered based in Eastern, Central, or Mountain time zones.

Responsibilities

• Develop and execute a comprehensive tax technology and process transformation strategy aligned with organizational goals.
• Establish and maintain a multi-year roadmap prioritizing technology investments, automation opportunities, and business process improvements.
• Evaluate technologies, AI capabilities, workflow platforms, and automation tools to improve tax operations and compliance outcomes.
• Partner with business and technology leaders to define future-state operating models and solution architectures.
• Lead end-to-end redesign of tax processes to improve efficiency, quality, scalability, and compliance.
• Identify opportunities for process standardization across tax operations while reducing operational complexity.
• Lead implementation and optimization of tax technology platforms, workflow solutions, document management systems, automation tools, and AI-enabled capabilities.
• Manage a portfolio of strategic transformation initiatives, balancing business priorities, resource capacity, and expected value realization.
• Define program objectives, success metrics, milestone plans, and adoption strategies.
• Monitor project risks, dependencies, and execution challenges while proactively removing barriers to delivery.
• Lead organizational change efforts, including communication plans, stakeholder engagement, training, and adoption activities.
• Provide strategic leadership and direction to assigned team while driving clarity and transparency.
• Develop a high-performing team, fostering a culture of accountability, continuous learning, and operational excellence.

Requirements

• Bachelor’s degree in Accounting, Finance, Information Systems, Business, Computer Science, or a related field.
• 8+ years of experience leading tax operations, process transformation, business transformation, tax technology, or operational excellence initiatives.
• 5+ years of leadership experience managing cross-functional programs, projects, and teams.
• Demonstrated success leading large-scale process transformation and technology implementation initiatives.
• Strong understanding of tax operations, compliance processes, and tax technology ecosystems.
• Experience with workflow automation, business process redesign, and operational improvement methodologies.
• Experience using data, analytics, and performance metrics to drive decision-making.
• Strong executive communication and stakeholder management skills.

Preferred Qualifications

• Experience within payroll tax, tax compliance, tax filing, tax technology, or enterprise tax operations environments.
• Experience with AI, Generative AI, machine learning, and intelligent automation solutions.
• Experience with APIs, ETL/ELT processes, SQL, process mining, workflow tools, OCR technologies, or robotic process automation.
• Experience with enterprise platforms.
• Lean Six Sigma, Green Belt or Black Belt certification.
• Project Management Professional (PMP) certification.
• CPA, MBA, or related professional certification.

Compensation & Benefits

• Base pay range: $126,200–$150,000 per year (base pay offered may vary based on job-related knowledge, skills, and experience).
• Eligible for an annual bonus and restricted stock unit grant based on individual performance.
• Full range of benefits offered.

Physical Requirements

• Ability to sit for extended periods (typically 7–8 hours a day).
• Ability to operate a computer, use phone systems, and type, including using multiple software programs and handling inquiries simultaneously.

Equal Opportunity

An equal-opportunity employer committed to full inclusion and accommodations for applicants and employees with disabilities.