We are currently conducting an exclusive search for a Tax Technology Project Manager for our client. Their firm is an international tax consulting firm privately held with tremendous growth opportunities.
To perform this job successfully, an individual must have intermediate knowledge of Microsoft® Word, Access, Excel, PowerPoint, Visio, MS Project, Outlook, and Internet navigation and research. Hands on experience with transaction tax integration touch points with major ERP system, such as Oracle, JDE, PeopleSoft or SAP, is preferred. Experience with Vertex, Sabrix, Taxware, or other tax software is highly desirable.
The Project Manager or Sr. Project Manager, Tax Technology (“Project Manager”) manages project scope, tasks, project teams, timelines, budgets, resource allocation, prepares and review deliverables in connection with client service. The Project Manager oversees the functional and technical direction of projects including on-time and on-budget delivery of tax technology project tasks such as detail requirements analysis, process design and configuration, deliverables, and installation and implementation of enterprise-class tax automation software and related processes. The Project Manager also maintains and supports existing partnerships, client relationships, and provides technical leadership and guidance to their team and clients on project status and adherence to timeline and budget. The Project Manager also assists with business development activities by preparing proposals, engagement agreements and participating in calls and onsite meetings. We are currently looking for Project Managers and Senior Project Managers to join this practice! We are offering a $25,000 sign on bonus to all external candidates who fill these positions!
Duties and Responsibilities:
Provides project management support to client service teams and clients.
Manages day-to-day operational aspects of projects.
Develops client workplans and schedules associated with project deliverables.
Creates processes to track adherence to project timelines and budgets that enable the company to notify clients should any material variances be identified or predicted.
Prepares and distributes weekly project status reports to all project stakeholders.
Develops templates and formats specifications for project deliverables for client review and approval.
Defines project success criteria and creates the metrics to enable them to be measured.
Creates and maintains master project resource contact lists for the delivery team and our client team to utilize as necessary.
Creates, maintains, and executes communication plans and communication protocols.
Creates, maintains, and executes project escalation and remediation policies.
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.
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.
Reviews client deliverable documentation, including creating, composing, and editing written materials.
Assists with client billing and financial forecasting.
Creates and executes project workplans and enforces proper methodology and standards.
Provides mentorship and training to staff as needed.
Responds to client inquiries.
Assists with Tax Technology business development activities (e.g. preparation of proposals, engagement agreements, attends 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 5 - 7 years of experience providing tax automation services is required. Accounting, Tax, or Information Technology degrees are desirable.
50% Travel Required