Tax Technology Associate — Automation & Innovation

Plante Moran; Auburn Hills (MI); On-site; USD 77,000 - 83,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

401(k) contribution

Flexible Time Off

Holiday pay

Job summary

Plante Moran's Tax Operations and Innovation team focuses on technology solutions to support tax practitioners across industries. The role involves developing and deploying tax tech strategies, collaborating with subject matter experts, and delivering tools that streamline tax processes.

The successful candidate will work on vendor evaluations, training, and change management while leveraging Power BI, Power Automate, APIs, and SQL to automate and standardize workflows.

Qualifications

• Meticulous with problem-solving, communication, and analytical skills.
• 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.
• Pursuing a CPA license is a plus.

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

Education

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

GPA 3.0+

Tools

Power BI

Power Automate

APIs

SQL

Job description

Plante Moran's Tax Operations and Innovation team focuses on technology solutions to support tax practitioners across industries. The role involves developing and deploying tax tech strategies, collaborating with subject matter experts, and delivering tools that streamline tax processes.

The successful candidate will work on vendor evaluations, training, and change management while leveraging Power BI, Power Automate, APIs, and SQL to automate and standardize workflows.