Tax Senior Manager, Digital Transformation & Innovation

Job Summary:

The Tax Senior Manager, Digital Transformation & Innovation (DT&I) drives value to the tax practice through the creation, change-management, deployment and support of processes and technologies needed to meet the demands of the market and our professionals. The ideal candidate will have a strong understanding of technology, process and data that is supported by their experience as a tax professional.

Job Duties:

Key responsibilities include:

• Driving strategic change management initiatives: Lead the strategic planning and execution of change management initiatives, ensuring seamless integration and adoption of new and existing processes and technologies across the organization.
• Leading technology deployments: Oversee the deployment and optimization of both firm-developed and third-party Tax technology tools, ensuring they align with the firm's strategic objectives and enhance operational efficiency.
• Developing and delivering training programs: Direct the creation of sophisticated training materials and conduct high-impact training sessions on firm-standard technologies, tailored to various levels of expertise within the organization.
• Strategic collaboration with technology teams: Partner with technology product and development teams to define and prioritize product requirements for innovative Tax tools and solutions, ensuring they meet the evolving needs of the firm.
• Optimizing Tax processes for strategic efficiency: Conduct in-depth evaluations of tax processes to identify opportunities for strategic improvements, enhance accuracy, and eliminate bottlenecks, implementing solutions that significantly streamline operations.
• Serving as a senior liaison for technology integration: Act as a point of contact for the Tax practice, providing expert guidance on technology-related queries and challenges, and facilitating effective communication between the Tax practice and technology teams.

General

• Creates and executes project plans to delivery on tax practice initiatives
• Conducts ongoing review and evaluation of project progress and key performance indicators, providing direction to drive improvement
• Manages project workflows and guides team members to achieve operational goals
• Oversees and/or participates in the creation and/or delivery of training and support for products/projects, as necessary
• Evaluates current processes and suggests action plans to address areas for improvement, focusing on process efficiency
• Works with key stakeholders to support the identification of areas for process and communication improvement, including collaboration with departments such as Tax Leadership, People Operations, National Tax Administration, Marketing, Finance, Information Technology, and Office of Tax Quality and Risk Management
• Analyzes market and competitor trends to support Tax Leadership with appropriate insights and guidance
• Serves as a solution architect in applying firm standard solutions to client-specific facts and circumstances, as needed
• Participates in risk management and quality assurance efforts

Project Management

• Demonstrates strong project and process management skills, capable of managing multiple projects with varying levels of complexity
• Implements methodologies, develops and executes the work plan for the project team
• Participates in risk mitigation and quality assurance efforts
• Ensures project delivery within scope, budget and time constraints through developing project and stakeholder management skills
• Engages with internal teams and external vendors to gain a comprehensive understanding of project development and implementation
• Communicates with internal teams and external vendors to collect necessary information for project tasks
• Helps build business cases, both quantitative and qualitative, to support project investment and management time commitment under supervision

Stakeholder Management

• Acts as a key contact for the product or project, facilitating communication between stakeholders, including Tax leadership, professionals, and the project team
• Serves as a liaison between the business and developers, gathering and applying feedback from users and others in the tax practice
• Helps address and resolve issues for internal teams and stakeholders
• Ensures project is delivered consistently with expectations agreed upon with key stakeholders
• Regularly updates the internal team or stakeholders on project status, adhering to agreed communication schedules

Market Prominence

• Supports collaboration with firm markets or geographies to help Tax business line teams provide tax solutions to clients and contributes to the firm by aiding in the development or enhancement of internal tax solutions, or by assisting in consulting and training on current internal tax processes, technologies, and applications
• Participates (and leads where necessary) in strategic discussions, focusing on BDO's technology and delivery model with internal stakeholders and/or external vendors
• Educates tax professionals and stakeholders about BDO's technology tools, including how to incorporate them into their client engagements and use them effectively

Other duties as required

Supervisory Responsibilities:

• Acts as a direct supervisor to team members, as assigned
• Acts as a career advisor, as assigned
• Provides coaching and support to all project team members
• Ensures appropriate resources assigned to projects to meet objectives and timelines

Qualifications, Knowledge, Skills, and Abilities:

Education:

• Bachelor's degree, required; focus in Accounting, Finance, Business Administration, Computer Science or Information Systems preferred
• Master's degree in Accounting, Taxation or Juris Doctorate., preferred

Experience:

• Seven (7) or more years of tax and technology experience, required
• Two 2 or more years of tax experience, required

Software

• Proficiency in the use of Microsoft Office suite, specifically Excel, PowerPoint, and Word, required
• Experience with Tax software, such as ONESOURCE, GoSystem, CorpTax, SurePrep, and/or CCH Axcess, preferred
• Experience with Azure DevOps, preferred

License/Certifications:

• CPA, JD, EA, PMP, preferred

Language:

• N/A

Other Knowledge, Skills, & Abilities:

• Strong organizational skills and ability to work efficiently and effectively both independently and in groups and teams
• Strong verbal and written communication skills
• Strong analytical, and critical thinking skills
• Intermediate understanding of process design and improvement including lean-six sigma principles
• Ability to develop relationships with tax leadership, professionals, and others across the firm
• Proactive mindset and ability to think ahead and identify and anticipate problems before they arise
• Ability to work within a deadline-driven environment and handle multiple projects simultaneously
• Ability to design and implement solutions that are deployable at scale
• Intermediate-level facilitation skills
• Foundational to intermediate knowledge of US direct and/or indirect taxation