Senior Manager, Tax Technology Consulting

The Senior Manager, Tax Technology manages project scope, tasks, project teams, timelines, budgets, and resource allocation, and prepares and reviews deliverables in connection with client service. The Sr. Project Manager oversees the functional and technical direction of projects including on-time and on-budget delivery of tax technology project tasks such as detail requirements analysis, process design and configuration, deliverables, and installation and implementation of enterprise-class tax automation software and related processes. The Sr. Project Manager also maintains and supports existing partnerships, and client relationships, and provides technical leadership and guidance to their team and clients on project status and adherence to timeline and budget. The Sr. Project Manager also assists with business development activities by preparing proposals, engagement agreements and participating in calls and onsite meetings.

Duties and responsibilities:

• Provides supervision, coaching, mentorship, and training to staff as required.
• Provides project management support to the delivery team as they configure tax automation software solutions and assume responsibility for day-to-day project management duties.
• Creates and executes project work plans and enforces proper methodology and standards.
• Provides project management support to client service teams and clients.
• Creates processes to track adherence to project timelines and budgets, which enables Ryan to notify clients should any material variances be identified or predicted.
• Creates and maintains master project resource contact lists for the delivery team and our client team to utilize as necessary.
• Review client deliverable documentation, including creating, composing, and editing written materials.
• Assists with client billing and financial forecasting.
• Responds to client inquiries.
• Develops client work plans and schedules associated with project deliverables.
• Prepares and distributes weekly project status reports to all project stakeholders.
• Review documentation created by the project team, confirm business and system processes performed for tax determination and work with the team and clients to help review, define, and document existing transaction tax processes.
• Develops templates and format specifications for project deliverables for client review and approval.

Value:

• Manages day-to-day operational aspects of projects.
• Defines project success criteria and creates the metrics to enable them to be measured.
• Creates, maintains, and executes communication plans and communication protocols.
• Creates, maintains, and executes project escalation and remediation policies.
• Assists with Tax Technology business development activities (e.g. preparation of proposals, engagement agreements, attending prospect calls and meetings).
• Performs other duties as assigned.

Education and Experience:

A bachelor's degree or Master’s degree from a four-year college or university and a minimum of 7 years of experience providing tax automation services is required. Accounting, Tax, or Information Technology degrees are desirable.

Computer Skills:

To perform this job successfully, an individual must have intermediate knowledge of Microsoft Word, Access, Excel, PowerPoint, Visio, MS Project, Outlook, and Internet navigation and research. Hands-on experience with transaction tax integration touch points with major ERP systems, such as Oracle, JDE, PeopleSoft, or SAP, is preferred. Experience with Vertex, Sabrix, Taxware, or other tax software is highly desirable.

Certificates and Licenses:

A valid driver’s license is required.