Tax Technology Automation Manager

Aprio

Tax Technology Automation Specialist facilitating tax practice digital transformation at a top 20 CPA firm. Bridging communication between tax professionals and technology for efficiency solutions.

Posted 7/30/2026full-timeAtlanta • 🇺🇸 United StatesMid-LevelSenior💰 $145,000 - $175,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in process improvement and project management, with a strong focus on tax software and automation technologies. Capable of analyzing systems and implementing effective communication strategies to drive organizational change and ensure compliance.

Highest-signal resume keywords

Tax Software FamiliarityProject Management FundamentalsData Analysis TechniquesSystem Analysis TechniquesExcel Expertise

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Process DocumentationDatabase PrinciplesComputer Science FundamentalsAPIs (Application Programming Interfaces)Relational DatabasesPower BIAutomation Software SolutionsContinuous ImprovementSoftware TestingBudget Planning

Soft Skills

Attention to DetailProblem-SolvingAnalytical SkillsEffective CommunicationPrioritization

Tools & Technologies

Practice EngineCCH Axcess TaxGoSystem TaxUltraTax CSLacerte TaxCaseWareCCH EngagementWorkpapers CS

Industry Keywords

Business Process ImprovementOrganizational ChangeCompliance MonitoringDevOps InitiativesSoftware Development Lifecycle

About the role

Key responsibilities & impact

Work with all levels of the organization to introduce and implement changes in business processes and application practices affecting clients, including proposing system-related business processes and technologies.
Performs planning and analysis of new, enhanced, improved, or revised existing information systems or related technologies, strategies, standards, policies and procedures, continuous improvement, and budget for assigned projects.
Stays abreast of current and upcoming technology and software offerings in the industry, understanding their capabilities while assessing their potential value and application in the tax practice, with a focus on creating efficiencies and increasing automation.
Continuous communication with tax practice leadership on new technologies and concepts while providing recommendations for software testing.
Develop and manage a charter and timeline for testing, evaluating, and implementing new technology.
Serve in a project manager role for key departmental initiatives.
Analyzes audiences and develops effective communication strategies to drive organizational change and ensure adoption.
Own the end-to-end process change and oversee/deliver socialization and training.
Work with teams to drive a continuous improvement mindset.
Monitors compliance with department policies, procedures, and guidelines.
Develop test procedures to ensure existing system software and modifications meet user specifications.
Apply system analysis techniques and procedures, including interviewing various resources to gather required information and analyzing and documenting requirements.
Support development of software or system functional specifications that allow for the successful development/configuration of select automation software solutions.
Will work in the evaluation of new technologies and platforms.
Be the departmental contact person for the internal DevOps team, IT, and tool vendors.
Use data analysis techniques to gain insights from various sources.
Be a trusted automation and tooling advisor for DevOps initiatives by providing objective, practical, and relevant ideas, insights, and advice.

Requirements

What you’ll need

5+ years of related experience.
Familiarity with tax software required (Practice Engine, CCH Axcess Tax, GoSystem Tax, UltraTax CS, Lacerte Tax, CaseWare, CCH Engagement, Workpapers CS).
Keen attention to detail, problem-solving, and strong analytical skills.
2+ years of experience documenting processes and practices, often using accepted project methodology artifacts, while effectively prioritizing multiple tasks, priorities, projects, and deadlines.
Understanding of project management fundamentals.
Expert knowledge of Excel.
Mid-level knowledge and experience with database principles and computer science fundamentals.
Understanding of APIs (Application Programming Interfaces).
Understanding of relational databases and Power BI.

Benefits

Comp & perks

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options