Ryan

• The Tax Associate reports to the Team Leader and works closely with the other Tax Associates and Senior Associates.
• Responsible for the preparation and review of tax returns, including ensuring all federal and state income tax returns are prepared timely and accurately.
• Prepare corporate and partnership tax returns including preparation of work papers; preparation of tax projections and related estimates; analyze client information; perform tax research.
• Research tax issues and assist with tax audits
• Assist with general administrative functions of the clients’ tax departments
• Special projects, as necessary

Tax Associate

• Work with clients and internal teams to adhere to jurisdictional requirements for personal property tax compliance
• Research issues, reconcile financials and databases
• Work with taxing authorities to understand and verify calculations and filing methodologies
• Complete detailed calculations
• Prepare personal property tax returns/renditions, filings, and reconciliation of assets for assigned clients
• Ensure all applicable returns/renditions and remittances are processed and mailed in a timely manner
• Review of personal property tax assessments, filing/handling assessment protests and handling audits
• Respond to client inquiries and requests from tax authorities
• Review documentation and research issues
• Work with raw data to complete calculations
• Assist in managing high volume compliance portfolio
• Provide exceptional client service to multi-state companies
• Assist multi-state companies with state and local tax controversies
• Maintain annual client filing calendar
• Learn proprietary software application to manage data
• Update internal compliance software with appropriate tax related information for each assigned client

Consultant, Personal Property Tax

Consultant

• Gathers requirements and assists in work planning, development, and validation testing for Business Solutions cross-functional enterprise initiatives and/or projects as part of an Agile and Scrum team
• Works to ensure that goals or objectives are accomplished within prescribed timeframes and specifications
• Participates in project planning, story grooming, daily stand-up, post-mortem, and other project-related meetings
• Demonstrates Ryan’s core values by creating a positive, accountable work environment for a growing, entrepreneurial team
• Possesses exceptional communication skills with analytical/critical thinking abilities to analyze proposed technological solutions by also developing methods of effectively testing and evaluating technologies
• Demonstrates excellent research skills by identifying and linking relevant data sources together to enable meaningful insight related to the technology solution
• Assists with coordinating technology training
• Establishes and maintains strong relationships for project execution and delivery
• Escalates project issues to the appropriate stakeholders and manages risks with clarity, timeliness, and professionalism
• Assists Project Manager and/or Leadership team in developing and maintaining project plans based on business requirements, timelines, budgets, and required staffing resources
• Assists Project Manager in monitoring the integration of business requirements throughout the project life cycle
• Works closely with applicable departments to ensure successful execution of projects
• Demonstrates ability to document and translate requirements while making connections to business processes and potential risk and technology solutions
• Analyzes existing business and system processes, and provides recommendations with regard to the implementation of tax automation
• Develops new process designs for tax automation
• Assists Development and QA to ensure the solution meets the expected business result
• Validates the Business Solutions solution(s) to meet the business requirements and expected outcomes, as well as the standards of the Firm
• Develops and updates documentation relating to business/technical requirements
• Performs other duties as assigned

Business Solutions Consultant

Data Engineer

• Creates and fosters a positive team member experience through leadership, mentorship, and professional development.
• Provides direct supervision, including goal setting, performance management, coaching, workload allocation, and career development planning.
• Builds team capability through technical guidance, training, and knowledge sharing.
• Drives collaboration across Data Acquisition, Extraction, Delivery, Consulting, and Technology teams to ensure alignment and efficiency.
• Partners with internal stakeholders and external clients to define data requirements and solution strategies.
• Oversees the successful acquisition, extraction, validation, and delivery of data to support client engagements.
• Ensures data accuracy, completeness, and normalization across multiple ERP systems, government entities, and other structured and unstructured data sources.
• Leads the end-to-end data processing lifecycle, including data acquisition, transformation, normalization, validation, and deployment.
• Drives continuous improvement initiatives that enhance automation, reduce manual effort, and improve delivery timelines.

Data Engineer, ERP

• Gathers requirements and assists in work planning, development, and validation testing for Business Solutions cross-functional enterprise initiatives and/or projects as part of an Agile and Scrum team.
• Works closely with a Project Manager, functional area Subject-Matter Experts, and team members at all levels of the Firm in both Service Delivery and Global Shared Services.
• Participates in project planning, story grooming, daily stand-up, post-mortem, and other project-related meetings.
• Establishes and maintains strong relationships for project execution and delivery.
• Escalates project issues to the appropriate stakeholders and manages risks with clarity, timeliness, and professionalism.
• Assists Project Manager in monitoring the integration of business requirements throughout the project life cycle.
• Analyzes existing business and system processes, and provides recommendations with regard to the implementation of tax automation.
• Develops new process designs for tax automation.
• Validates the Business Solutions solution(s) to meet the business requirements and expected outcomes.

Consultant, Business Solutions

Director

• Assist the Principals and Advocacy Services Practice with all legislative efforts
• Draft and track legislation
• Coordinate with external lobbyists and third-party groups
• Identify, improve, and drive efficiencies and fairness in the tax administration process
• Lead communications both internally and externally as needed
• Support Principals with political insights and tracking and policy campaign management
• Manage client-related state legislative efforts

Director, Legislative Affairs

Product Manager

• Support development of product strategy and roadmaps working in conjunction with Senior Managers and Directors of Product and product team.
• Build hypotheses and MVP scope to meet product goals and KPIs.
• Analyze product and business data to create data-driven insights and drive iterative development.
• Create a positive team member experience.
• Be responsible for direct interaction with business stakeholders.
• Acts as a product subject matter expert for sales and sales support.
• Create user stories, requirements and functional specifications for development.
• Collaborate with User experience team to design user interface and user flows.
• Work with development team to estimate work and execute against plan.
• Communicate, verify, and test the desired functionality changes with Development, QA, and Production Support teams.

Project Manager

• Leads and delivers projects that help clients identify, document, calculate, and secure a variety of Federal and state income tax incentives
• Manages key project workstreams, analyzes financial and technical data, conducts tax research
• Supports audit defense, and prepares and reviews technical deliverables
• Serves as a primary point of contact for clients, collaborates with cross-functional tax teams
• Provides guidance and review for Consultants on the team
• Facilitates knowledge sharing and contributes to process improvement across the practice
• Leads client interviews with technical, engineering, finance, and tax personnel
• Develops and supports client proposals, planning strategies, and deliverable presentations
• Creates or reviews complex calculation models and databases
• Prepares and reviews memorandums, interview reports, tax incentive calculations, and other project deliverables prior to manager review

• Leads and delivers projects that help clients identify, document, calculate, and secure Federal and state income tax incentives
• Manages key project workstreams, analyzes financial and technical data, conducts tax research, supports audit defense, and prepares and reviews technical deliverables
• Serves as a primary point of contact for clients, collaborates with cross-functional tax teams, and provides guidance and review for Consultants on the team
• Facilitates knowledge sharing and contributes to process improvement across the practice

• Conduct QA/QC reviews of R&D tax credit studies for accuracy and completeness.
• Support quality control for cost segregation, §179D, and §45L studies.
• Assist in developing review protocols and training materials.
• Maintain a small book of studies to stay technically sharp.
• Participate in client calls and provide technical support as needed.

Manager, Quality Control – R&D Tax Credits

• Lead and deliver projects to help clients secure Federal and state income tax incentives
• Manage key project workstreams, analyze financial and technical data, and conduct tax research
• Support audit defense and prepare and review technical deliverables
• Serve as a primary point of contact for clients
• Collaborate with cross-functional tax teams and provide guidance to Consultants
• Facilitate knowledge sharing and contribute to process improvement across the practice

Senior Consultant, R&D Tax Credits

• Create a positive team experience
• Prepare personal property tax returns/renditions, filings, and reconciliation of assets for assigned clients
• Ensure all applicable returns/renditions and remittances are processed and mailed in a timely manner
• Review personal property tax assessments, filing/handling assessment protests and handling audits
• Respond to client inquiries and requests from tax authorities
• Review documentation and research issues
• Work with raw data to complete calculations
• Assist in managing high volume compliance portfolio
• Provide exceptional client service to multi-state companies
• Assist multi-state companies with state and local tax controversies
• Maintain annual client filing calendar
• Learn proprietary software application to manage data
• Update internal compliance software with appropriate tax related information for each assigned client

Personal Property Tax Consultant

• Leads the delivery and strategic direction of tax technology initiatives
• Oversees project scope, governance, timelines, budgets, and resource allocation across multiple engagements
• Provides functional and technical leadership on complex tax technology projects
• Ensures successful implementation of enterprise-level solutions, from requirements analysis to deployment
• Acts as a trusted advisor to clients, strengthening relationships and partnerships
• Provides leadership and mentorship to project teams
• Supports business development efforts, including proposal preparation and client presentations

Director, Tax Technology

• Lead and deliver ERP tax workstreams in SAP S/4HANA, Oracle Fusion and D365, including requirement gathering, design support, testing coordination and go-live readiness
• Support embedding tax requirements into business processes such as order-to-cash (O2C), procure-to-pay (P2P), intercompany and record-to-report (R2R)
• Help document and manage tax-related controls, configuration requirements and process flows
• Support impact assessments, solution design and implementation activities related to e-invoicing, SAF-T, e-reporting and real-time reporting mandates
• Assist clients in operationalizing compliance obligations and integrating these into ERP and finance processes
• Support integration between ERP systems and tax engines / compliance providers (e.g., Sovos, Pagero, Vertex, ONESOURCE, Avalara)
• Assist in functional design for tax determination, invoicing flows, reporting, monitoring and audit trail requirements
• Support development of tax automation and analytics solutions that improve data quality, transparency and governance
• Assist with tax data acquisition, cleansing, transformation and reconciliation across ERP and reporting systems
• Mentor junior colleagues and contribute to a high-performing team environment

Manager, Tax Technology

• Support development of product strategy and roadmaps working in conjunction with Senior Managers and Directors of Product and product team
• Build hypotheses and MVP scope to meet product goals and KPIs
• Analyze product and business data to create data-driven insights and drive iterative development
• Create a positive team member experience
• Be responsible for direct interaction with business stakeholders, including, but not limited to, eliciting comprehensive business requirements, use cases, and recommending appropriate solutions
• Acts as a product subject matter expert for sales and sales support
• Create user stories, requirements and functional specifications for development
• Collaborate with User experience team to design user interface and user flows
• Support Customer Operations and client training as needed
• Work with development team to estimate work and execute against plan
• Work with Development, QA, and Production Support teams to communicate, verify, and test the desired functionality changes.