Manager – Tax Technology

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Experience Required:

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Role Overview

Manager – Tax Technology

Key Responsibilities

• Lead tax technology initiatives to enhance and automate compliance processes.
• Collaborate with business and technology teams to gather requirements and design scalable solutions.
• Oversee testing, implementation, and rollout of tax technology tools.
• Support US Partnership Tax Compliance (Forms 1065, 1120, 1120S, 1040).
• Manage workpapers, GPS ticketing systems, and compliance workflows.
• Document end-to-end processes using Visio, Alteryx, or similar tools.
• Drive business transformation and ensure alignment between compliance and technology.
• Provide subject matter expertise in tax software, allocations, and reporting.
• Ensure strong project governance, ownership, and timely delivery.

Must-Have Qualifications

• 5+ years of experience in US Partnership Tax Compliance (Forms 1065, 1120, 1120S, 1040).
• Strong background in financial services/real estate with exposure to complex allocation systems.
• Hands-on experience with tax software/tools such as 

  IPAX, CCH Axcess, GoSystem, ONESOURCE, Alteryx, Power BI

  .
• Prior experience working in 

  business transformation or tax technology teams

  .
• Proficiency with 

  GPS ticketing systems

   and workpaper management.

Basic Qualifications

• Bachelor’s degree in Accounting, Business, Computer Science, or related field (

  MBA preferred

  ).
• 5+ years of professional experience including:
• 4+ years in tax technology/transformation (public accounting or large corporation).
• 2+ years in tax compliance (corporate, financial services, private wealth).
• Experience collaborating with developers for business requirements gathering.
• Advanced skills in 

  Excel

   with strong documentation abilities.
• Experience in process mapping and automation (Visio, Alteryx, etc.).

Preferred Skills

• Exposure to 

  Power BI, Power Query, Tableau, VBA, SQL, SSIS, SharePoint

  .
• Experience with 

  database development, ETL solutions, and RPA tools

  .
• Strong analytical and problem-solving skills with ability to handle complex data.
• Excellent communication and stakeholder management skills.