Manager, Tax Technology

Ryan · Plano

Why Ryan?

Hybrid Work Options
Award-Winning Culture
Generous Personal Time Off (PTO) Benefits
14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
Benefits Eligibility Effective Day One
401K with Employer Match
Tuition Reimbursement After One Year of Service
Fertility Assistance Program
Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service

The Manager, Tax Technology works on technology automation projects that are transformational to a client’s tax organization. These projects may include tax engine deployments, data enablement and support (e.g. Alteryx, PowerBI, etc.), process review and transformation, and the development of custom solutions to automate various areas of tax determination, reporting, and compliance. When delivering these types of projects, the Tax Technology Manager is responsible for managing project scope, tasks, project teams, timelines, budgets, resource allocation and reviewing deliverables set forth in the engagement agreement. The Manager oversees the primary phases of a standardized software implementation approach including requirements analysis, functional and technical design, process design and configuration, and the installation of enterprise-class tax automation solutions, including third party software. The Manager also maintains and supports existing vendor partnerships, client relationships, assists with business development activities by preparing proposals, and provides technical leadership and guidance to staff resources.

Duties and responsibilities, as they align to Ryan’s Key Results

People:

Creates a positive team experience.
Provides mentorship and training to staff as needed.

Client:

Provides management support to client service teams and clients.
Develops client workplans and timelines associated with project deliverables.
Creates processes to track adherence to project timelines and budgets that enable Ryan to notify clients should any material variances be identified or predicted.
Reviews documentation created by the project team, confirming business and system processes performed for tax determination, and works with the team and clients to help review, define, and document existing transaction tax processes.
Performs technical delivery for areas that are appropriate at the Manager level including development of Alteryx workflows, tax engine or ERP configurations and in some cases the development of a custom solution.
Reviews client deliverable documentation, including creating, composing, and editing written materials.
Assists with client billing and financial forecasting.
Prepares and distributes weekly project status reports to all project stakeholders.
Develops templates and formats specifications for project deliverables for client review and approval.
Creates and maintains master project resource contact lists for the delivery team and our client team to utilize as necessary.
Provides project management support to the delivery team as they configure tax automation software solutions and assumes responsibility for day-to-day project management duties.

Value:

Manages day-to-day operational aspects of projects.
Defines project success criteria and creates the metrics to enable them to be measured.
Creates, maintains, and executes communication plans and communication protocols.
Creates, maintains, and executes project escalation and remediation policies.
Creates and executes project workplans and enforces proper methodology and standards.
Assists with Tax Technology business development activities (e.g., preparation of proposals and engagement agreements, and attending prospect calls and meetings).
Performs other duties as assigned.

Education and Experience:

Bachelor’s degree or Master’s degree from a four-year college or university and a minimum of five to seven years of experience providing tax automation services is required. Accounting, Tax, or Information Technology degrees are desirable.
Certified Public Accountant (CPA) or Project Management Professional (PMP) designation is a plus.
Understanding of software development methodology and project management (SDLC, Agile, etc.).
Extensive knowledge of tax technology software solutions is required, either OneSource Determination or Vertex O Series.
Working knowledge of emerging technologies used with Robotic Process Automation (RPA), such as Alteryx, PowerBI, UiPath, or Automation Anywhere.
Extensive ERP knowledge specific to tax determination and finance. The ideal candidate has experience working with and designing SAP ERP Sales and Distribution (SD), Materials Management (MM) and Financial Accounting (FI) modules.

Work Environment:

Standard indoor working environment.
Must be able to perform duties, at times, in a Work From Home environment
Occasional long periods of sitting while working at computer.
Position requires regular interaction with employees at all levels of the Firm and interface with multiple external vendors and clients as necessary.
Independent travel requirement: 50%+.

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