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About the role
Key responsibilities & impact- Collaborate with Tax leadership and Business Transformation Leadership to identify, assess and prioritize opportunities for process and technology improvement across the Tax practice.
- Develop and maintain a transformation roadmap for the Tax service line, ensuring alignment with the Firm's broader technology and operational strategy.
- Track and communicate progress against transformation objectives using clearly defined KPIs and performance measures, reporting results to Tax and Firm leadership.
- Evaluate emerging technologies — including AI, automation and data platforms — and assess their applicability to tax compliance, planning and advisory workflows.
- Identify broken, inefficient or duplicative processes within the Tax practice and lead efforts to redesign, standardize and automate them.
- Serve as the Tax practice's internal advocate and point of coordination for tax technology platforms, including compliance tools, provision software, workflow automation and data management systems.
Requirements
What you’ll need- Bachelor's degree in Accounting, Finance or a related field; interest or coursework in Information Technology or Data Analytics is a plus.
- Seven or more years of tax or accounting experience within a public accounting firm, with a strong working knowledge of tax compliance, provision and planning processes.
- Demonstrated experience with change management, process improvement or technology implementation in a professional services environment.
- Proficiency with AI tools, automation platforms and the Microsoft Office Suite, including Excel and Word; experience with tools such as Alteryx, Power BI or leading tax technology platforms is valued.
- Experience with in-person and virtual group facilitation techniques.
Benefits
Comp & perks- Competitive compensation and benefits, with flexibility in work location.
- Entrepreneurial environment focused on professional development, career advancement, and performance and rewards opportunities.
- Supportive partnership group with a “one firm” mentality and a commitment to colleagues’ success.
- Big firm resources and bench strength; small firm flexibility and openness to new ideas.
- Defined metrics and targets that eliminate ambiguity.
- Flexible work arrangements with generous PTO, including a firmwide week off for the 4th of July.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
tax compliancetax provisiontax planningprocess improvementchange managementtechnology implementationdata analyticsKPI trackingworkflow automationemerging technologies
Soft Skills
collaborationcommunicationleadershipfacilitationorganizational skills
Certifications
Bachelor's degree in AccountingBachelor's degree in Financerelated field degree
