Tax Senior Manager, Tax Automation & Innovation

Overview

A Senior Manager position is available within a Tax Automation & Innovation team, focusing on implementing tax automation tools for clients. This role involves collaborating with clients and team members to assess tax departments and identify automation opportunities across data, processes, technology, and workforce.

Responsibilities

Tax Consulting

• Evaluate prospective clients and projects to identify business expansion opportunities.
• Design customized technology and business solutions based on deep understanding of client tax functions.
• Lead planning, project delivery meetings, proposal presentations, solution workshops, and training sessions.
• Develop work plans and direct teams for tax consulting projects.
• Manage client expectations and requirements throughout engagements.
• Gather client requirements, estimate fees, and prepare or review project scopes and proposals.
• Draft clear proposals and business cases.
• Establish internal standards and processes for the practice.
• Communicate complex technical information clearly to relevant audiences.

Engagement / Project Management

• Manage multiple large-scale, complex projects simultaneously with expert project and process management skills.
• Set strategy, methodology, and work plans for clients.
• Take ownership of risk mitigation and quality assurance with leadership support.
• Ensure proper scoping and adherence to client engagement terms.
• Oversee project setup, billing, and economic management to deliver projects on time and within budget.
• Coordinate between project teams and clients to align on milestones and deliverables.
• Develop comprehensive business cases to justify client investments.

Client Service

• Identify and clarify client business requirements and expectations at project start and throughout.
• Communicate project status regularly and respond promptly to client requests.
• Identify and bill for out-of-scope services appropriately.
• Advise clients proactively on complex issues.

Supervisory Responsibilities

• Schedule and manage workloads of Associates and Senior Associates.
• Review work and provide feedback.
• Act as a career advisor and provide performance feedback.

Qualifications

Education

• Bachelor's degree required; preferred fields include Accounting, Finance, Computer Science, Data Analytics, or Technology.
• Graduate degree preferred.

Experience

• Minimum of eight (8) years of experience with technology or tax systems.
• Strong preference for experience in ASC 740 tax accounting, consulting, or income tax compliance.
• Leadership experience preferred.

Certifications

• Must hold at least one of the following: CPA, Attorney admitted to practice in a U.S. jurisdiction, or Internal Revenue Service Enrolled Agent (EA) or equivalent.
• Certification in Bloomberg, Corptax, Longview, Orbitax, or Thomson Reuters.
• Certification in analytics software such as Alteryx, RPA, Microsoft PowerApps, or similar.

Software Skills

• Proficient in Microsoft Excel (advanced skills preferred).
• Experience with one or more of the following preferred: Bloomberg, Oracle, Thomson Reuters, Longview, OneStream, Corptax, RPA tools (UiPath, PowerAutomate), ETL tools (Alteryx, Power Query, Power Pivot, Tableau Prep), and visualization tools (Power BI, Tableau).

Other Skills and Abilities

• Ability to work effectively in remote settings.
• Strong verbal and written communication skills.
• Excellent interpersonal skills, including training and instruction at all professional levels.
• Ability to prepare and deliver presentations to clients and prospects.
• Executive presence with strong client development and relationship-building skills.
• Sound decision-making capabilities.
• Advanced understanding of tax accounting and solution development.
• Strong engagement and project management skills.
• Ability to work independently.
• Willingness to travel 15-30% of the time.

Compensation

• National salary range: $99,750 - $262,500
• Salary range for NYC/Long Island/Westchester and Washington DC: $99,750 - $262,500
• Individual salary offers depend on qualifications, experience, skills, and geography.

Location

Positions are available in multiple U.S. locations including New York City, Long Island, Westchester, and Washington DC.

Equal Opportunity

The employer is an equal opportunity employer and considers all qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status.