Tax Manager, Digital Transformation & Innovation

BDO USA; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

A leading consulting firm in New York is seeking a Tax Manager to support the Partnership Tax Technology Platform. The ideal candidate will have over five years of relevant experience, including three years in partnership tax and a background in tax technology. You will oversee implementation of tax technology tools, manage change initiatives, and ensure effective project and stakeholder management, fostering innovation in tax solutions. Competitive compensation and growth opportunities are offered.

Qualifications

• Five or more years of relevant experience, including three or more years in partnership tax.
• Strong understanding of tax technology.
• Preferably hold a CPA, JD, EA, PMP or other relevant certifications.

Responsibilities

• Implement change management initiatives for tax processes.
• Spearhead deployment of Tax technology tools.
• Oversee training material creation and delivery.
• Collaborate with product development teams on requirements.
• Evaluate tax processes for efficiency improvements.
• Act as point of contact for technology-related queries.

Skills

Self-starter

Strong verbal and written communication

Analytical skills

Process design understanding

Relationship development

Proactive mindset

Deadline-driven multi-project handling

Facilitation skills

US taxation knowledge

Education

Bachelor’s degree in Accounting, Finance, Business Administration, Computer Science or Information Systems

Master’s degree in Accounting or Taxation

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Tax software (e.g., ONESOURCE, GoSystem)

Azure DevOps

Job description

Join to apply for the Tax Manager, Digital Transformation & Innovation role at BDO USA

We are seeking a Tax Manager to support requirements definition and user experience for the Partnership Tax Technology Platform. The role works with the BDO Tax Practice and clients to gather and document partnership tax business requirements and inform product design. The ideal candidate brings five or more years of relevant experience, including three or more years in partnership tax, and a background in tax technology. The role manages business analysts to ensure delivery of requirements that enable innovative partnership tax solutions.

Key Responsibilities Include

• Implementing change management initiatives, ensuring smooth adoption of new and existing processes and technologies
• Spearheading the deployment of firm-developed and third-party Tax technology tools
• Overseeing the creation of comprehensive training materials and delivering engaging training sessions on firm-standard technologies
• Collaboration with technology product and development teams to define product requirements for new Tax tools and solutions
• Evaluation of tax processes to achieve maximum efficiency and accuracy while identifying bottlenecks and implementing solutions that streamline operations
• Providing ongoing support to our Tax practice, acting as a point of contact for technology-related queries and challenges

General Project Management Duties

• Creates and executes project plans to deliver on tax practice initiatives
• Monitors project progress and performance indicators, providing input to senior staff to help in improvement efforts
• Executes on project communications, helping to keep timelines and tasks organized and clear for team members
• Supervises and/or executes the workflow process, helping to motivate team members and achieve project goals
• Supports the creation and/or delivery of training related to projects/products, as needed
• Provides suggestions for process improvements to senior staff, focusing on enhancing efficiency within their scope of work
• Engages with other departments as needed to support process and communication improvements
• Assists in gathering and analyzing information on market and competitor trends to provide support to senior staff and Tax Leadership
• Serves as a solution architect in applying firm standard solutions to client-specific facts and circumstances, as needed
• Participates in risk management and quality assurance efforts
• Other duties as required

Stakeholder Management

• Contributes to the execution of the product/project roadmap, ensuring alignment with the overall tax practice strategy and addressing specific needs
• Communicates the value of products and initiatives to the Digital Tax & Innovation (DT&I) team, highlighting benefits and alignment with project goals
• Provides comprehensive feedback to team members, addressing both areas of strength and opportunities for improvement to foster professional growth
• Engages in initiatives aimed at enhancing the skills and capabilities of the team, promoting a culture of continuous learning and development
• Other duties as required

Supervisory Responsibilities

• Acts as a direct supervisor to team members, as assigned
• Acts as a career advisor, as assigned
• Provides coaching and support to all project team members
• Identifies where resource or team skills gaps exist that might interfere with meeting project objectives and timelines

Education

• Bachelor’s degree required, focus in Accounting, Finance, Business Administration, Computer Science or Information Systems preferred
• Master’s degree in Accounting, Taxation or J.D., preferred

Qualifications, Knowledge, Skills, and Abilities

• Self-starter with the ability to work effectively both independently and in multi-disciplinary teams
• Strong verbal and written communication skills
• Strong analytical, and critical thinking skills
• Intermediate understanding of process design and improvement including lean-six sigma principles
• Ability to develop relationships with tax leadership, professionals and others across the firm
• Proactive mindset and ability to think ahead and identify and anticipate problems before they arise
• Ability to work within a deadline-driven environment and handle multiple projects simultaneously
• Ability to design and implement solutions that are deployable at scale
• Foundational-level facilitation skills
• Foundational knowledge of US direct and/or indirect taxation, required; intermediate knowledge

Experience

• A combined five (5) years of tax and technology experience, of which a minimum of two (2) years of tax experience, required

• Proficiency in the use of Microsoft Office suite, specifically Excel, PowerPoint and Word,
• Experience with Tax software, such as ONESOURCE, GoSystem, CorpTax, SurePrep, and/or CCH Axcess, preferred
• Experience with Azure DevOps, preferred

License/Certifications

• CPA, JD, EA, PMP, or other relevant certification, preferred

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.