Tax Tech Solutions Lead | Digital Automation & Advisory

BDO USA; Detroit (MI); On-site; USD 100,000 - 263,000; Full time

Job summary

BDO USA seeks a Tax Senior Manager, Digital Tax Solutions, to apply industry knowledge to collaborate with clients and team members to implement tax automation tools. The role includes marketing, networking, and business development, and assessing client tax departments to determine areas for automation across data, process, technology, and workforce.

Responsibilities cover leading engagements from proposal to design, build, test, and deployment, plus training and documentation during hand-off,

Qualifications

• Bachelor's degree, required; focus in Accounting, Finance, Computer Science, Data Analytics, or Technology, preferred
• Graduate degree, preferred
• Eight (8) or more years of experience with technology or tax systems, required
• ASC 740 tax accounting, consulting, or income tax compliance, preferred
• Leadership experience, preferred
• Certification in one or more of the following preferred: CPA, Attorney or EA; Bloomberg, Corptax, Longview, Orbitax or Thomson Reuters; Alteryx, RPA PowerApps or other analytics software
• Proficient in Microsoft Excel, required
• Advanced Microsoft Excel skills, preferred
• Experience with Bloomberg, Oracle, Thomson Reuters, Longview, OneStream or Corptax
• RPA tools (UiPath, PowerAutomate, etc.)
• ETL tools (Alteryx, Power Query, Power Pivot, Tableau Prep, etc.)
• Visualization tools (Power BI, Tableau, etc.)

Responsibilities

• Leads planning or project delivery meetings that may include proposal delivery and solutions workshops or training
• Constructs work plans for tax consulting projects and directs team accordingly
• Manages client expectations and requirements
• Gathers client requirements, estimates fees, and prepares or reviews scoping and proposed solutions
• Drafts clear proposals and business cases
• Establishes internal standards and processes for the practice
• Communicates complex technical items to target audience

Skills

Remote work proficiency

Verbal and written communication

People skills

Presentation skills

Executive presence

Education

Bachelor's degree

Graduate degree

Tools

Bloomberg

Oracle

Thomson Reuters

Longview

OneStream

Corptax

UiPath

PowerAutomate

Alteryx

Power Query

Power Pivot

Tableau Prep

Power BI

Tableau

Job description

BDO USA seeks a Tax Senior Manager, Digital Tax Solutions, to apply industry knowledge to collaborate with clients and team members to implement tax automation tools. The role includes marketing, networking, and business development, and assessing client tax departments to determine areas for automation across data, process, technology, and workforce.

Responsibilities cover leading engagements from proposal to design, build, test, and deployment, plus training and documentation during hand-off,