Manager | Tax Transformation

CBIZ; Atlanta (GA); Hybrid; USD 120,000 - 160,000; Full time

Job summary

CBIZ seeks a Manager to join its Tax Transformation team, driving process improvements and digital solutions across the tax practice. You will partner with Tax and IT, design scalable transformations, and enable adoption of cutting-edge technologies, contributing to strategic change and growth.

The role emphasizes collaboration, analytical rigor, and professional development in a growth-oriented environment, with a focus on Individual and Partnership tax engagements.

Qualifications

• Bachelor's degree or equivalent experience required.
• At least 6 years of related experience required.
• Minimum 3 years of supervisory experience required.
• PMP preferred.
• CPA certification.
• Strong understanding of tax processes and related technologies.
• Experience with major tax platforms (Thomson Reuters, Wolters Kluwer).
• Knowledge of healthcare regulations, policies, and procedures.
• Experience with IT project planning, delivery, and SDLC (Traditional and Agile).
• Experience with VSTS, Jira, and other collaboration tools.

Responsibilities

• Partner with tax professionals and IT teams to streamline and standardize tax processes using automation and workflow technologies.
• Gather, document, and translate business needs into requirements for scalable tax transformation solutions.
• Develop process maps, workflow diagrams, and BRDs outlining current and future state processes.
• Facilitate design workshops and stakeholder interviews to capture workflows and document recommendations.
• Collaborate with BI & AI teams to implement analytics, automation, and AI-driven solutions.
• Support project management, including timelines, resource planning, risk identification, and status reporting.
• Assist with change management, training, documentation, and communication strategies.
• Monitor KPIs and adoption metrics to measure success and identify continuous improvement opportunities.
• Evaluate new technologies, vendors and products and stay updated with industry trends.

Skills

Analytical thinking

Documentation

Communication

Leadership

Problem-solving

Education

Bachelor's degree in Accounting, Business, Information Systems, or related field

CPA certification

Bachelors degree or equivalent experience

Tools

VSTS

Jira

Job description

CBIZ is seeking a skilled Manager to join our Tax Transformation team. The ideal candidate will leverage deep analytical expertise and tax knowledge to drive process improvements, implement digital solutions, and support strategic change initiatives within our tax practice. You will collaborate with cross-functional teams to analyze business requirements, design effective solutions, and facilitate the successful adoption of tax technologies across the firm.In this role, you'll be at the forefront of tax innovation and digital transformation and have the opportunity to make a meaningful impact on our tax practice by driving strategic change and implementing leading-edge technologies. Our culture fosters a collaborative, growth-oriented environment with a strong emphasis on professional development. Must have experience with Individual (1040) and/or Partnership (1065) tax engagements.

Essential Functions and Primary Duties

• Partner with tax professionals and IT teams to identify and implement opportunities to streamline and standardize tax processes leveraging offshore resources, automation, process reengineering and advanced workflow technologies to enhance accuracy, efficiency, and scalability.
• Gather, document, and translate business needs into detailed functional and technical requirements that align with project objectives and enable scalable tax transformation solutions.
• Develop comprehensive process maps, workflow diagrams, and business requirements documents that clearly outline current and future state processes.
• Facilitate design workshops, stakeholder interviews, and process walkthroughs to capture current-state and future-state workflows, gather feedback, and document recommendations for improvement.
• Collaborate with our Business Intelligence & AI teams to implement advanced analytics, automation, and AI-driven solutions to empower tax teams with actionable insights that enhance strategic decision making.
• Support project management activities, including timelines, resource planning, risk identification, and status reporting.
• Assist with change management efforts, including user training, documentation, and communication strategies.
• Monitor key performance indicators and adoption metrics to measure success and identify areas for continuous improvement.
• Evaluate and advise on new technologies, vendors and products and stay updated with industry trends.

Preferred Qualifications

• Bachelor's degree in Accounting, Business, Information Systems, or related field.
• 5+ years' experience in tax and/or tax technology transformation (public accounting firm experience strongly preferred).
• Strong understanding of tax processes (corporate, partnership, indirect, or international tax) and related technologies.
• Prior experience with major tax platforms such as those produced by Thomson Reuters and Wolters Kluwer.
• Excellent analytical, problem-solving, and documentation skills.
• Strong communication skills; ability to interact effectively with cross-functional stakeholders and senior leadership.
• Detail-oriented, organized, and able to manage multiple competing priorities.
• CPA certification.

Travel Requirements

• Less than 10% travel

Minimum Qualifications

• Bachelor's degree or equivalent experience required
• At least 6 years of related experience required
• Minimum 3 years of supervisory experience required
• A degree in Information Technology, Computer Systems Analysis, or Management Information Systems is preferred
• PMP preferred
• Demonstrated knowledge of healthcare industry regulations, policies, and procedures
• Demonstrated knowledge and experience working with business stakeholders and leaders, IT project planning, delivery, and execution using Traditional and Agile SDLC methodologies
• Experience with VSTS, Jira, and/or other team/project collaboration tools
• Ability to work in and lead a team, while communicating and coordinating with peer teams
• Ability to formulate, document and recommend new policies and procedures
• Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally
• Ability to travel as required by business and on-call availability
• Ability to lift up to 50lbs #LI-CF2 # LI-Hybrid

ABOUT US

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.