Tax - STS - ITA Manager - L6

Product Knowledge

• Implements tax technology tools and draws upon working knowledge of the leading indirect tax technology tools, such as Vertex O Series, OneSource Indirect tax Determination, Sovos and Avalara
• Designs and implements tax compliance systems, such as Vertex Returns, OneSource Compliance, Avalara etc.
• Applies knowledge of various tax filing requirements at the state and local level
• Learns other tools when needed for client implementations and/or competitive knowledge

Project Management

• Serves as the Project Lead and Project Manager on third-party indirect tax software implementations and other customized sales tax automation solutions/ development projects
• Manages assigned system integration projects that involve major ERP and billing systems, such as SAP, Oracle, PeopleSoft, JD Edwards, MS365/AX, NetSuite, etc.
• Leads a system implementation and integration project from end to end (process design, software selection, implementation, user acceptance, training and go-live and post go-live phases)
• Delivers project on time and within budget by utilizing project management and client service skills
• Collaborates with client to understand the big picture when developing and implementing projects
• Reviews complex client requirements to derive best in class design for implementation of tax technology tools
• Manages client expectations
• Communicates complex technical items to target audience so that relevant issues are clearly understood
• Develops customized applications for various database platforms
• Develops sales tax automation proposals
• Conducts and participates in internal sales and proposal development meetings

Strategy Development

• Introduces and develops new or improved ideas that can provide operational value to BDO clients
• Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods
• Suggests marketing approaches for new ideas, creates written memos describing processes and steps to complete automation using implemented tools
• Other duties as required

Supervisory Responsibilities:

• Supervises and trains staff, as appropriate

Education:

• Bachelor's Degree, required; a focus in Accounting, Information Systems, or Computer Science, preferred

Experience:

• Four (4) or more years of work experience with demonstrated direct involvement in indirect tax system implementation projects, required
• Demonstrated successful implementation of indirect tax systems such as Vertex, Thomson Reuters, Avalara, and Sovos, required

License/Certifications:

• Licensed CPA, EA, JD/ LLM, MTX, CMI, PMP that demonstrates above average knowledge of indirect tax application, preferred
• Vertex, Thomson Reuters, Avalara, Sovos Indirect Tax System Certified Implementer, preferred

Software:

• Indirect tax determination systems such as Vertex, OneSource, Sovos or Avalara, required
• Indirect tax compliance systems, such as Vertex Returns, OneSource Compliance, Avalara compliance, preferred
• Indirect Tax Exemption certificates modules, Vertex, OneSource, Avalara, Sovos, preferred
• Alteryx, Power Query, Power BI, or RPA knowledge and experience preferred
• Strong knowledge of MS Excel and MS PowerPoint, preferred

Other Knowledge, Skills, & Abilities:

• Solid verbal and written communication skills
• Strong people skills, including training/instruction with professionals at all levels
• Executive presence and the ability to be the primary contact for the client, prepare and conduct presentations to clients and potential clients
• Strong client development/relationship-building skills
• Sound decision-making skills
• Ability to work within teams
• A basic knowledge and skill level in engagement management including but not limited to, preparation of budgets, project plans, engagement letters, billing and collection, etc.
• Ability to complete projects independently