Manager, Tax Process Strategy & Solutions

RSM US LLP

Tax Process Strategy & Solutions Manager at RSM, focused on aligning tax products with business needs. Collaborating with teams to enhance user experience and drive long-term business strategy.

Posted 7/15/2026full-timeHyderabad • 🇮🇳 IndiaSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in tax compliance and advisory, with a strong understanding of accounting fundamentals and the tax engagement lifecycle. Proficient in managing complex business requirements and leading cross-functional teams to implement and adopt technology solutions effectively.

Highest-signal resume keywords

Tax Compliance SystemsCertified Public Accountant (CPA)Lean Six Sigma CertificationMicrosoft 365 ProficiencyAgile Delivery Methodology

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

Tax Engagement LifecycleBusiness Requirements GatheringProcess MappingLow-Code Automation DevelopmentData MappingSystem Configuration ManagementPerformance MeasurementUser Experience AnalysisIntegration MaintenanceDocumentation Development

Soft Skills

Effective CommunicationRelationship BuildingInfluencing SkillsNegotiation SkillsChange Management

Tools & Technologies

Microsoft SharePointMicrosoft ExcelMicrosoft TeamsGenerative AI ToolsCATT Solutions

Certifications & Qualifications

Certified Public Accountant (CPA)Enrolled Agent (EA)Lean Six Sigma CertificationIIBA Certification

Industry Keywords

Tax CompliancePublic AccountingProfessional ServicesRegulatory RequirementsInfoSec Policies

About the role

Key responsibilities & impact

Supports process leads and Tax Practice SMEs to understand how one or more product(s) fit into the overall “vision” for one or more business area(s).
Collaborates with process leads and Tax practice SMEs to understand how products fit into the overall "vision" for one or more business area(s).
Acts as primary internal functional process owner/SME for how assigned third party or custom developed solutions are used in tax engagement team processes, maintaining expertise on products through their lifecycle, developing an in depth understanding of user experience and needs by partnering with tax professionals.
Works with process leads, Change Management, and practice leaders to establish usage and product-related targets; assesses performance against these targets.
Understands the long-term strategy of how the products fit into the overall digital ecosystem and end user process (e.g., assists with process-related deliverables, such as process mapping and business requirements).
Partners with practice leaders and SMEs to understand, analyze, and prioritize business needs for providing requirements to BAs and product teams for custom developed solutions or for enhancement requests to vendors.
Responsible for end-user product documentation/content including user guides, knowledge docs, and training materials.
Leads efforts to improve internal processes, controls, and procedures through documentation, validation, and testing.
Partners with tax practice subject matter experts in the development and maintenance of tax content within and between applications.
Develops workpapers, data mappings, and other tax specific deliverables and content within applications, leveraging expertise in accounting, tax, and the tax engagement lifecycle.
Gather and define business needs and prioritize functional business requirements with BAs, for enterprise-scale integrations development with technical delivery teams.
Designs, develops, and maintains low-code automations.
Maintains integrations with other CATT solutions and assists in the testing and maintenance of existing linked infrastructure.
Coordinates with RSM product team or vendor to understand new features/functionality and works with Change Management, Process Leads, and business teams to socialize the timing of new capabilities and how they fit into end-to-end process.
Assists process lead(s) and business analysts with end-to-end process development, data flows, end-user process documentation including user guides, process flows, and training materials.
Maintains low-fidelity product roadmap (e.g., timing of vendor releases and product updates; timing of field implementations of process and product updates; timing for integrations; timing for sunsetting applications; etc.) for third party products.
Manages system configurations and administration; owns and drives the plan for upgrades and enhancements.
Leads coordination with practice leaders and SMEs to manage business requirements for contracts and renewals with CATT Operations.
Represents the "voice of the business" and balances management needs with end-users' requests.
Acts as a key contact for internal stakeholders and clients on complex tax technology matters, resolving issues with autonomy.
Partners with Change and practice leaders to help lead implementation and ongoing adoption of products.
Serves as a Performance Advisor to Associates or Senior Associates providing coaching, feedback, and development support.

Requirements

What you’ll need

Bachelor's Degree (preference given to Accounting, Business or Technology major)
Certified Public Accountant (CPA) or Enrolled Agent (EA), or currently pursuing CPA or EA certification (preferred)
Lean Six Sigma and/or IIBA certification, or currently pursuing (preferred)
10-12 years’ experience in an accounting or large-scale implementation facing role, handling highly complex issues, with at least 3 years’ experience working with leadership, managers, and individual contributors (required)
capable of dealing confidently and professionally at executive level and with customers (required)
Results driven; high integrity; ability to influence, negotiate and build relationships; superior communications skills; make complex decisions and manage change (required)
Effective communication skills for differing audiences and situations (required)
Proficiency in Microsoft 365 (e.g. SharePoint, Excel, Teams) and generative AI tools (e.g., ChatGPT, Copilot) (required)
Prior public accounting experience with mid to large-size firm(s) or other professional services experience (required)
Tax compliance or advisory experience with deep expertise in accounting or tax fundamentals (preferred)
Extensive experience with tax compliance systems or financial systems and technology (preferred)
Experience leading Business or System Analysts in Agile delivery methodology (preferred)
Prior management experience working within a national tax role in tax software, processes, or both (preferred)
Awareness of regulatory requirements (7216 Consent, GLBA, GDPR) and InfoSec policies and procedures (preferred).

Benefits

Comp & perks

flexibility in your schedule
empowering you to balance life’s demands