Tax Manager, Technology & Transformation

Overview

This role is for a Tax Manager specializing in Technology & Transformation within a corporate tax and government reporting environment. The position involves leading tax operations, managing tax data and technology, and driving process improvements to ensure accurate, timely, and audit-ready tax deliverables across the enterprise and its affiliates.

Responsibilities

• Own the end-to-end operating model for corporate tax and government reporting deliverables, including calendar management, workflow, roles, service levels, and quality checks.
• Define required tax data sets, drive reconciliations to the general ledger and financial statements, and maintain traceable support for filings and reporting.
• Coordinate timelines, inputs, dependencies, and quality assurance across internal teams and external providers.
• Serve as business owner for tax data and tax technology, defining data standards and governing inputs/outputs to ensure traceability from source data to filings.
• Translate tax requirements into clear business and system specifications; participate in testing, validation, data mapping, and procedure updates.
• Identify and implement opportunities to reduce manual effort through standardization, automation (including RPA), and stronger controls.
• Develop and maintain metrics and dashboards to improve predictability and accuracy.
• Design and maintain an effective control framework for tax and government reporting processes, including documentation and evidence retention.
• Monitor data quality, resolve discrepancies, and drive root-cause analysis and fixes.
• Lead the tax operations service model across Tax, Accounting/Finance, Finance Technology, affiliates, and external providers.
• Develop and implement training procedures; coach and develop team members to ensure high-quality, compliant, and sustainable delivery.

Requirements

Education:

• Bachelor’s degree in Accounting, Taxation, Finance, or related field (or equivalent experience required).
• Master of Taxation or MBA preferred.

Certification:

• CPA or Enrolled Agent preferred.

Experience:

• Minimum six (6) years of progressive experience supporting corporate tax and regulated/government reporting environments.
• Experience in data management, process/workflow ownership, controls, and tax technology enablement.
• Knowledge of insurance taxation and statutory accounting/reporting concepts (SSAP 101) is required.
• Strong analytical and problem-solving skills.

Skills:

• Advanced proficiency in Excel and Microsoft 365 collaboration tools.
• Hands-on experience with tax compliance and reporting tools (e.g., Corp Tax, Taxport), tax calendar/workflow tools, ERP/general ledger and financial reporting platforms.
• Experience with data extraction/query tools, reporting/analytics (e.g., Power BI), and process automation tools.
• Technology fluency and a data-driven mindset with the ability to work across systems, define requirements, support testing, and improve data quality and lineage.

Preferred Qualifications

• Strong verbal and written communication skills with the ability to build collaborative relationships and translate complex ideas for non-technical stakeholders.
• Proven ability to manage multiple projects and competing priorities effectively.
• Experience driving process improvements and efficiency enhancements.
• Ability to operate effectively in dynamic, ambiguous environments and leverage new technologies to streamline processes.
• Demonstrated expertise in tax and tax technology with a mindset focused on continuous improvement and change management.

Compensation & Benefits

• Salary range: $97,750.00 - $156,250.00, based on education, experience, knowledge, skills, position budget, internal equity, and market data.
• Annual incentive bonus plan.
• Comprehensive benefits package including medical, dental, vision, and 401(k) plan with company matching contributions.
• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually; PTO increases with tenure.
• Paid parental leave and adoption/surrogacy assistance.
• Employee giving program with donation matching.

Location

Positions will be posted for at least 5 days from the original posting date. Specific location details are not provided.

Additional Information

• The role requires passing a criminal background investigation and employment, education, and licensing verification.
• The employer is an Affirmative Action/Equal Opportunity employer and considers qualified applicants without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability, veteran status, or other protected conditions.
• The work environment is drug- and alcohol-free.
• Employees must be bondable.