Tax Transformation Leader

CBIZ; New Haven (CT); On-site; USD 180,000 - 240,000; Full time

Job summary

CBIZ is seeking a Tax Transformation Leader to drive strategic initiatives across Tax Operations and Internal Technology. You will lead a high-performing team, develop roadmaps, and deliver data-driven advisory capabilities while partnering with stakeholders company-wide.

Ideal candidates have 10+ years in tax transformation/technology within multinational or professional services environments, with strong leadership and vendor management skills.

Qualifications

• 10+ years of experience in tax transformation/technology and tax compliance/advisory.
• Public accounting experience with mid to large size organizations.
• Strong leadership and project management skills with the ability to manage multiple priorities and stakeholders.

Responsibilities

• Roadmap development with Tax and Internal Technology to deliver high-impact solutions.
• Define Tax Transformation strategy, OKRs, and KPIs with Tax.
• Stakeholder management and progress communication across the organization.
• Develop business cases with ROI analysis aligned to goals.
• Guide enterprise system delivery with technology and domain expertise.
• Collaborate with cross-functional teams to maximize cross-platform use.
• Implement analytics, automation, and AI to empower tax teams with insights.
• Streamline and standardize tax processes leveraging automation and workflow tech.
• Build and develop a high-performing transformation team.
• Lead cross-functional projects ensuring on-time, on-scope, on-budget delivery.
• Manage vendor relationships for high-quality solutions.
• Develop and execute change management strategies for new tech and processes.
• Provide thought leadership on emerging technologies.

Skills

Leadership

Project management

Strategic thinking

Communication

Vendor management

Education

Bachelor's degree in accounting, MIS, CS, or related discipline

CPA certification

Tools

GoSystem

OneSource

SurePrep

Axcess

Thomson Reuters products

Wolters Kluwer products

Job description

Job Description

CBIZ is seeking a strategic and results-driven Tax Transformation Leader to join our internal transformation team. This role is critical in advancing our vision to build a scalable, technology-enabled organization that fosters innovation, ensures operational excellence, and drives sustainable growth and market leadership. As part of this mission, you will collaborate with Tax Operations, Internal Technology, and other key stakeholders to identify, define, and deliver innovative solutions to drive efficiency, scalability, data-driven insights, and tax advisory capabilities.

The ideal candidate will balance domain and technology expertise with strategic vision, effectively setting expectations, managing third-party vendor relationships, and leading a high-performing team. This role demands deep tax process knowledge and the ability to drive innovation through automation, AI, analytics, and workflow optimization.

The expectation will be to develop an environment where we can leverage data-driven insights and technology to enhance the tax function's strategic advisory value. This includes developing frameworks for more effective data use, streamlining workflows, and focusing on high-impact tax advisory initiatives to support broader business objectives.

The ideal candidate should have 10+ years of experience in both tax technology and tax compliance/advisory, within a multinational organization or professional services organization.

Essential Functions And Primary Duties

• Roadmap Development: Collaborate with Tax and Internal Technology to develop a comprehensive roadmap, identifying, prioritizing, defining, and delivering innovative solutions that provide the greatest business impact for our organization.
• Strategy and Objectives: Partner with Tax to define and set the Tax Transformation strategy, set objectives and key results (OKRs), and establish key performance indicators (KPIs).
• Stakeholder Management: Build and maintain strong relationships with key stakeholders across the organization. Set and meet expectations with stakeholders on deliverables and drive communication to keep stakeholders well-informed on progress towards goals.
• Business Cases Development and ROI Measurement: Develop comprehensive business cases for proposed tax transformation initiatives with detailed cost and return on investment (ROI) analysis, ensuring alignment with organizational goals and demonstrating the value and impact.
• Enterprise System Guidance: Work closely with the tax department to help navigate them through all enterprise initiatives by heavily leveraging domain expertise and technology expertise to ensure enterprise system being delivered by Internal IT have outcomes that are focused, thoughtful and optimal.
• Business Unit Collaboration: Collaborate extensively with peer technology transformation teams, to ensure that innovations and solutions are considered for cross platform usage and are maximized for optimal yet appropriate consumption throughout the organization.
• Data-Driven Insights & Advisory Enablement: Collaborate with our Business Intelligence & AI teams to implement advanced analytics, automation, and AI-driven solutions to empower tax teams with actionable insights that enhance strategic decision making.
• Process Standardization & Optimization: Identify and implement opportunities to streamline and standardize tax processes leveraging offshore resources, automation, process reengineering and advanced workflow technologies to enhance accuracy, efficiency, and scalability.
• Team Management and Development: Build, manage, and develop a high-performing team. This includes hiring, mentoring, and upskilling team members to enhance their technical expertise and strategic thinking. You will empower the team by providing clear direction, performance expectations, and opportunities for professional growth.
• Project Management: Lead cross-functional teams, ensuring transformation initiatives are delivered on time, within scope and budget.
• Vendor Management: Identify, evaluate, and manage day-to-day relationships with external vendors and technology partners to ensure delivery of high-quality solutions and services.
• Change Management: Develop and implement change management strategies to ensure smooth adoption of new technologies and processes within the tax function.
• Innovation Leadership: Champion innovation by continuously evaluating and advising on new technologies, staying updated with industry trends, and providing thought leadership to senior leadership.

Preferred Qualifications

• Bachelor’s degree in accounting, Management Information Systems, Computer Science, or related discipline.
• 10+ years of experience in tax transformation/technology and tax compliance/advisory.
• Prior public accounting experience with a mid to large size organization(s).
• Strong leadership and project management skills with the ability to manage multiple priorities and stakeholders concurrently.
• Excellent verbal and written communication skills, with the ability to effectively convey complex information to diverse audiences.
• Ability to think strategically while also driving tactical execution.
• Experience in leading, growing, and enhancing a transformation teams.
• Experience with Thomson Reuters and Wolters Kluwer product including GoSystem, OneSource, SurePrep, Axcess
• CPA certification

Minimum Qualifications

• The successful candidate will be credentialed in applicable areas of expertise (i.e. law, accounting, tax, product/services) with at least ten years of relevant experience in the field or industry.
• Must have strengths in leadership and management from a strategic perspective.
• Excellent verbal and written communication skills, collaborative with internal groups to reach workable solutions, able to anticipate problems, creatively assess alternatives and manage conflicts.

About Us

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.