Manager - Tax Technology

Veritas Search Group; Tustin (CA); On-site; USD 150,000 - 190,000; Full time

Job summary

Veritas Search Group is seeking a Tax Technology Manager to design, implement, and support technology solutions that enhance tax operations, compliance, and data management. This role collaborates with Tax, Finance, Accounting, and IT teams to translate business requirements into automated technology solutions and optimized enterprise tax platforms.

The role emphasizes hands-on development, automation, and governance, including SOX controls, ERP integrations, and cross-functional initiatives

Qualifications

• Minimum 8 years of tax technology experience.

Responsibilities

• Design, develop, implement, and maintain tax technology applications, processes, and integrations.
• Support the tax technology roadmap to automate and streamline tax compliance, reporting, data management, and analytics.
• Configure, maintain, and optimize enterprise tax platforms including AMP and related integrations.
• Develop automation solutions using Oracle, OneSource, Alteryx, Python, Snowflake, Microsoft Fabric, and other tools.
• Manage tax technology projects, system upgrades, user access, and ongoing technical support.
• Maintain internal controls and support SOX compliance requirements.

Skills

Tax tech

Project management

Data analytics

Cross-functional collaboration

Communication

Education

Bachelor's degree in Accounting/Finance

Master's degree in Accounting/Finance/Taxation

Tools

Oracle ERP

OneSource

Power BI

Alteryx

Python

Snowflake

Microsoft Fabric

Job description

This role requires candidates who are currently authorized to work in the U.S. without sponsorship, and C2C arrangements are not accepted. This role is onsite near Tustin, CA.

Position Summary

The Tax Technology Manager is responsible for designing, implementing, and supporting technology solutions that improve tax operations, compliance, reporting, and data management. This hands‑on role partners with Tax, Finance, Accounting, and IT teams to translate business requirements into effective technology solutions, automate processes, and optimize enterprise tax platforms.

Key Responsibilities

• Design, develop, implement, and maintain tax technology applications, processes, and integrations.

• Support the tax technology roadmap to automate and streamline tax compliance, reporting, data management, and analytics.

• Configure, maintain, and optimize enterprise tax platforms, including KPMG's Asset Management Platform (AMP) and related integrations.

• Apply partnership tax knowledge, including allocations, basis calculations, and compliance requirements, to technology solutions.

• Develop automation solutions using Oracle, OneSource, Alteryx, Python, Snowflake, Microsoft Fabric, and other technology tools.

• Support ERP implementations, data warehouse initiatives, and cross-functional technology projects.

• Collaborate with stakeholders to gather requirements, develop specifications, perform testing, troubleshoot issues, and support system implementations.

• Manage tax technology projects, system upgrades, user access, and ongoing technical support.

• Maintain internal controls and support Sarbanes‑Oxley (SOX) compliance requirements.

• Evaluate emerging technologies and recommend process improvements and automation opportunities.

• Develop technical documentation, provide end‑user training, and coordinate with external vendors and consultants.

Required Qualifications

• Minimum of 8 years of tax technology experience.

• Strong knowledge of U.S. federal, state, and local taxes, including direct and indirect taxation.

• Experience implementing and supporting enterprise tax technology solutions and integrations.

• Experience with ERP systems, preferably Oracle, and tax technology platforms such as OneSource.

• Proficiency with automation and data analytics tools, including Alteryx and Power BI.

• Strong understanding of partnership taxation and its application within tax technology systems.

• Experience managing cross‑functional technology projects and process improvement initiatives.

• Strong analytical, problem‑solving, project management, and communication skills.

Preferred Qualifications

• Experience with KPMG's Asset Management Platform (AMP), OneSource Direct and Indirect Tax, and CCH Axcess Tax.

• Experience with UiPath, Python, Snowflake, Microsoft Fabric, and other automation technologies.

• Familiarity with generative AI applications for tax process automation.

• Experience with ERP implementations and enterprise data warehouse solutions.

• Professional certifications such as CISA, PMP, Six Sigma, or relevant technology certifications.

Education

• Bachelor's degree in Accounting, Finance, or a related field required.

• Master's degree in Accounting, Finance, Taxation, or a related field preferred.