Tax Technology Automation Manager

NextGenEnergyJobs; Atlanta, Northern (GA, KY); Hybrid; USD 90,000 - 120,000; Full time

Job summary

NextGenEnergyJobs seeks a senior automation and DevOps professional to partner with a top CPA and advisory firm. You will drive process changes, analyze information systems, and implement new technologies to improve tax operations.

The role emphasizes testing, project management, and continuous improvement across teams in a fast-paced environment. The ideal candidate brings deep Excel expertise, Power Platform, and BI skills, plus familiarity with major tax software and APIs.

Qualifications

• 5+ years of related experience.
• Familiarity with tax software: Practice Engine, CCH Axcess Tax, GoSystem Tax, UltraTax CS, Lacerte Tax, CaseWare, CCH Engagement, Workpapers CS.
• Keen attention to detail, problem-solving, and strong analytical skills.
• 2+ years documenting processes and practices with structured artifacts.
• Understanding of project management fundamentals.
• Expert knowledge of Excel.
• Mid-level knowledge of relational databases and computer science fundamentals.
• Understanding of APIs.
• Understanding of relational databases and Power BI.
• Consulting experience.
• Experience with Office 365 and SharePoint.
• Knowledge of Microsoft Power Platform.
• Knowledge of DAX and SSIS.
• Development experience in Python, Visual Basic, Java, Objective-C, C, and .NET.

Responsibilities

• Work with all levels of the organization to introduce and implement changes in business processes and application practices affecting clients, including proposing system-related business processes and technologies.
• Performs planning and analysis of new, enhanced, improved, or revised existing information systems or related technologies, strategies, standards, policies and procedures, continuous improvement, and budget for assigned projects.
• Stays abreast of current and upcoming technology and software offerings in the industry, understanding their capabilities while assessing their potential value and application in the tax practice, with a focus on creating efficiencies and increasing automation.
• Continuous communication with tax practice leadership on new technologies and concepts while providing recommendations for software testing.
• Develop and manage a charter and timeline for testing, evaluating, and implementing new technology.
• Serve in a project manager role for key departmental initiatives.
• Analyzes audiences and develops effective communication strategies to drive organizational change and ensure adoption.
• Own the end-to-end process change and oversee/deliver socialization and training.
• Work with teams to drive a continuous improvement mindset.
• Monitors compliance with department policies, procedures, and guidelines.
• Develop test procedures to ensure existing system software and modifications meet user specifications.
• Apply system analysis techniques and procedures, including interviewing various resources to gather required information and analyzing and documenting requirements.
• Support development of software or system functional specifications that allow for the successful development/configuration of select automation software solutions.
• Will work in the evaluation of new technologies and platforms.
• Be the departmental contact person for the internal DevOps team, IT, and tool vendors.
• Use data analysis techniques to gain insights from various sources.
• Be a trusted automation and tooling advisor for DevOps initiatives by providing objective, practical, and relevant ideas, insights, and advice.

Skills

Attention to detail

Problem-solving

Analytical thinking

Project management fundamentals

Consulting experience

Data analysis

APIs knowledge

Tools

Excel

Office 365

SharePoint

Power BI

Power Platform

DAX

SSIS

Python

Visual Basic

Java

Objective-C

.NET

SQL

Job description

Work with a Top 20 CPA and advisory firm that Accounts for Anything.

Key Responsibilities

• Work with all levels of the organization to introduce and implement changes in business processes and application practices affecting clients, including proposing system-related business processes and technologies.
• Performs planning and analysis of new, enhanced, improved, or revised existing information systems or related technologies, strategies, standards, policies and procedures, continuous improvement, and budget for assigned projects.
• Stays abreast of current and upcoming technology and software offerings in the industry, understanding their capabilities while assessing their potential value and application in the tax practice, with a focus on creating efficiencies and increasing automation.
• Continuous communication with tax practice leadership on new technologies and concepts while providing recommendations for software testing.
• Develop and manage a charter and timeline for testing, evaluating, and implementing new technology.
• Serve in a project manager role for key departmental initiatives.
• Analyzes audiences and develops effective communication strategies to drive organizational change and ensure adoption.
• Own the end-to-end process change and oversee/deliver socialization and training.
• Work with teams to drive a continuous improvement mindset.
• Monitors compliance with department policies, procedures, and guidelines.
• Develop test procedures to ensure existing system software and modifications meet user specifications.
• Apply system analysis techniques and procedures, including interviewing various resources to gather required information and analyzing and documenting requirements.
• Support development of software or system functional specifications that allow for the successful development/configuration of select automation software solutions.
• Will work in the evaluation of new technologies and platforms.
• Be the departmental contact person for the internal DevOps team, IT, and tool vendors.
• Use data analysis techniques to gain insights from various sources.
• Be a trusted automation and tooling advisor for DevOps initiatives by providing objective, practical, and relevant ideas, insights, and advice.

Requirements

• 5+ years of related experience.
• Familiarity with tax software required (Practice Engine, CCH Axcess Tax, GoSystem Tax, UltraTax CS, Lacerte Tax, CaseWare, CCH Engagement, Workpapers CS).
• Keen attention to detail, problem-solving, and strong analytical skills.
• 2+ years of experience documenting processes and practices, often using accepted project methodology artifacts, while effectively prioritizing multiple tasks, priorities, projects, and deadlines.
• Understanding of project management fundamentals.
• Expert knowledge of Excel.
• Mid-level knowledge and experience with database principles and computer science fundamentals.
• Understanding of APIs (Application Programming Interfaces).
• Understanding of relational databases and Power BI.
• Consulting experience.
• Experience working with Office 365 and SharePoint.
• Knowledge of Microsoft Power Platform.
• Knowledge of DAX and SSIS.
• Knowledge and/or basic development experience with one or more of the following technologies: Python, Visual Basic, Java, Objective-C, C, and .NET.