Tax Operations & Innovation Associate

Plante Moran; Cleveland (OH); On-site; USD 77,000 - 83,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Flexible Time Off

Meal reimbursement for business use

Job summary

Plante Moran is seeking a Tax Technology professional to help design, develop, and deploy technology solutions for the tax department across diverse client industries. You’ll engage with engagement teams to understand needs and implement tools, templates, and vendor solutions while advancing the firm’s technology stack.

The role emphasizes collaboration with Tax SMEs, optimizing tax processes, and contributing to strategic technology research and change management initiatives within a highly

Qualifications

• Bachelor’s degree or above in accounting, tax, accounting information systems, data analytics, or related field.
• Academic success (a minimum cumulative GPA of 3.0).
• Intermediate to advanced Excel skills required.
• Working knowledge of Power BI, Power Automate, APIs, and SQL preferred.

Responsibilities

• Participate in the development and implementation of a tax technology strategy/roadmap to automate, streamline, and standardize the firm’s tax operations.
• Involvement in developing low to no code technology solutions for the tax department.
• Collaborate with Tax Subject Matter Experts to design, develop, test, deploy, and maintain tools and templates leveraged by engagement teams.
• Work closely with individuals across the tax department to understand their needs and help develop technology solutions.
• Apply educational background and experience to collaborate with engagement teams on the utilization of technology tools, including internally developed and 3rd party vendor solutions.
• Gain an understanding of the firm’s technology stack and usage, along with tax processes.
• Analyzing technology vendors and their products to help the tax department make informed investment decisions.
• Participating in strategic research projects on advanced technology.
• Assist with deployment efforts such as change management and training.
• Utilize basic project and process management skills to effectively manage responsibilities associated with multiple complex projects at once.
• Bring opportunities for improvement on product development that is in line with the firm’s growth initiatives in tax.
• Bring an innovative, outside the box mindset to projects.
• Networking to build relationships within the firm as well as outside the firm.
• Contributes to establishing internal standards and processes for the practice.

Skills

Problem-solving

Communication

Analytical skills

Excel

Education

Bachelor's degree or above in accounting, tax, accounting information systems, data analytics, or related field

Tools

Power BI

Power Automate

APIs

SQL

Job description

Plante Moran is seeking a Tax Technology professional to help design, develop, and deploy technology solutions for the tax department across diverse client industries. You’ll engage with engagement teams to understand needs and implement tools, templates, and vendor solutions while advancing the firm’s technology stack.

The role emphasizes collaboration with Tax SMEs, optimizing tax processes, and contributing to strategic technology research and change management initiatives within a highly