Ryan

Project Manager, Transaction Tax Transformation and Automation

Ryan

full-time

Posted on:

Location Type: Hybrid

Location: Dallas • California, Massachusetts, Texas • 🇺🇸 United States

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Job Level

Mid-LevelSenior

Tech Stack

ERPETLPMPRPASDLCTableau

About the role

  • Manages the delivery of technology automation projects that are transformational to a client’s tax organization
  • Helps with managing project scope, tasks, project teams, timelines, budgets, resource allocation and reviewing deliverables set forth in the engagement agreement
  • Oversees the primary phases of a standardized software development/implementation approach including requirements analysis, functional and technical design, process design and configuration, and the installation of enterprise-class tax automation solutions, including third party software
  • Maintains and supports existing client relationships
  • Assists with business development activities by preparing proposals
  • Provides technical leadership and guidance to staff resources
  • Creates a positive team experience
  • Provides mentorship and technical training to staff as needed
  • Leads the creation of custom solutions for client tax automation and process needs
  • Manages day-to-day operational aspects of projects
  • Develops project workplans and timelines associated with project deliverables
  • Owns processes to track adherence to project timelines and budgets, helping drive project profitability and efficiencies
  • Manages and validates data gathering, extraction, and analysis of client data
  • Travels to client locations to gather requirements, review processes, and perform other tax technology services as necessary

Requirements

  • Bachelor’s or Master’s degree in Accounting, Information Systems, Management Information Systems or Information Technology and Management
  • Minimum of seven hours of Accounting
  • Five to seven years related tax automation and technology experience
  • Experience leading projects and supervising, coaching, mentoring and training staff as required
  • Experience leading requirements gathering and design workshops and documenting solutions for review by management
  • Strong solution minded and design skills required
  • Excellent written and verbal communication skills required
  • Experience with complex software development projects through all phases of the software development life cycle
  • Working knowledge of software such as Robotic Process Automation (RPA) tools (Automation Anywhere, UiPath, BluePrism), Data ETL tools (Alteryx, PowerQuery, Dataiku, Tableau Prep, Knime), and data visualization tools (PowerBI, Tableau)
  • Experience with Generative AI & LLM is a plus
  • ERP knowledge specific to tax determination and finance
  • Experience with SAP ECC / HANA is a plus
  • Tax Technology software experience (OneSource Determination, Vertex O Series, Vertex Returns, OneSource Compliance) is also a plus
  • Valid driver’s license required
  • PMP is a plus
Benefits
  • Hybrid Work Options
  • Award-Winning Culture
  • Generous Personal Time Off (PTO)
  • 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
  • Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
  • Benefits Eligibility Effective Day One
  • 401K with Employer Match
  • Tuition Reimbursement After One Year of Service
  • Fertility Assistance Program
  • Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service

Applicant Tracking System Keywords

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

Hard skills
tax automationrequirements analysisfunctional designtechnical designprocess designdata gatheringdata extractiondata analysissoftware development life cycleproject management
Soft skills
leadershipmentorshipcommunicationteam experiencebusiness developmentcoachingsolution mindeddesign skills
Certifications
PMP