Senior Manager Tax Technology and Process Transformation

Airbase; United States; Hybrid; USD 126,000 - 150,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Disability insurance

401(k) match

Job summary

Paylocity is seeking a Senior Manager, Tax Technology & Process Transformation to lead strategy, design, and implementation of tax tech and end-to-end processes. You will partner with Tax, Operations, Compliance, Product, Finance, and Technology to modernize operations through automation, data-driven decisions, and standardized processes.

Reporting to the Director, Tax Operations, you will develop a multi-year transformation roadmap, drive adoption, and manage a high-performing team to deliver

Qualifications

• 8+ years leading tax operations, process transformation, or related initiatives.
• Strong understanding of tax operations, compliance processes, and tax tech ecosystems.
• Experience with data, analytics, and performance metrics to drive decisions.
• Strong executive communication and stakeholder management skills.

Responsibilities

• Develop and execute a comprehensive tax technology and process transformation strategy.
• Establish and maintain a multi-year roadmap prioritizing tech investments and automation opportunties.
• Lead end-to-end redesign of tax processes to improve efficiency, quality, scalability, and compliance.
• Partner with business and technology leaders to define future-state operating models.
• Monitor risks, dependencies, and enable adoption of changes.
• Lead organizational change efforts, including communications and training.

Skills

Executive communication

Stakeholder management

Tax operations

Workflow automation

Data analytics

Cross-functional leadership

Project leadership

Education

Bachelor's degree in Accounting, Finance, IS, Business, CS, or related field

Job description

Job Type

Full-time

Description

Location: Local talent to one of our office locations in Rochester, NY; Lake Mary, FL; Schaumburg, IL; or Meridian ID with hybrid schedule preferred. Will consider remote talent based in Eastern, Central or Mountain time zones.

Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.

While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.

We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business.

Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations.

Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us!

Position Overview

The Senior Manager, Tax Technology & Process Transformation is responsible for leading the strategy, design, implementation, and continuous optimization of tax technology solutions and end-to-end tax operational processes. This role partners with Tax, Operations, Compliance, Product, Finance, and Technology teams to modernize tax operations through automation, digital transformation, data-driven decision making, and process standardization.

Reporting to the Director, Tax Operations, this position will develop and execute a multi-year transformation roadmap that improves operational efficiency, scalability, accuracy, compliance, and user experience while reducing operational risk. This position serves as both a strategic leader and hands-on transformation partner, driving initiatives from concept through implementation and adoption.

Primary Responsibilities

• Develop and execute a comprehensive tax technology and process transformation strategy aligned with organizational goals.
• Establish and maintain a multi-year roadmap prioritizing technology investments, automation opportunities, and business process improvements.
• Evaluate technologies, AI capabilities, workflow platforms, and automation tools to improve tax operations and compliance outcomes.
• Partner with business and technology leaders to define future-state operating models and solution architectures.
• Lead end-to-end redesign of tax processes to improve efficiency, quality, scalability, and compliance.
• Identify opportunities for process standardization across tax operations while reducing operational complexity.
• Lead implementation and optimization of tax technology platforms, workflow solutions, document management systems, automation tools, and AI-enabled capabilities.
• Manage a portfolio of strategic transformation initiatives, balancing business priorities, resource capacity, and expected value realization.
• Define program objectives, success metrics, milestone plans, and adoption strategies.
• Monitor project risks, dependencies, and execution challenges while proactively removing barriers to delivery.
• Lead organizational change efforts, including communication plans, stakeholder engagement, training, and adoption activities.
• Provide strategic leadership and direction to assigned team while driving clarity and transparency.
• Develop a high-performing team, fostering a culture of accountability, continuous learning, and operational excellence.

Requirements

• Bachelor's degree in Accounting, Finance, Information Systems, Business, Computer Science, or a related field.
• 8+ years of experience leading tax operations, process transformation, business transformation, tax technology, or operational excellence initiatives.
• 5+ years of leadership experience managing cross-functional programs, projects, and teams.
• Demonstrated success leading large-scale process transformation and technology implementation initiatives.
• Strong understanding of tax operations, compliance processes, and tax technology ecosystems.
• Experience with workflow automation, business process redesign, and operational improvement methodologies.
• Experience using data, analytics, and performance metrics to drive decision-making.
• Strong executive communication and stakeholder management skills.

Preferred Requirements

• Experience within payroll tax, tax compliance, tax filing, tax technology, or enterprise tax operations environments.
• Experience with AI, Generative AI, machine learning, and intelligent automation solutions.
• Experience with APIs, ETL/ELT processes, SQL, process mining, workflow tools, OCR technologies, or robotic process automation.
• Experience with enterprise platforms.
• Lean Six Sigma, Green Belt or Black Belt certification.
• Project Management Professional (PMP) certification.
• CPA, MBA, or related professional certification.

Physical Requirements

• Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day.
• Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously.

Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.

We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.

We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact [e-mail]. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.

The base pay range for this position is $126,200- $150,000/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for an annual bonus and restricted stock unit grant based on individual performance in addition to a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location.

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