Manager, Tax Operations

Job Summary:

The Manager, Tax Operations ("Manager") is responsible for a wide range of functions and responsibilities, all serving to support, manage, innovate, introduce, and progress the operations and development of the Geography's Tax Practice, both as a whole and for the professionals within the Practice. The ability to perform these duties in a real-time environment, to monitor and assess on a continuous basis in the most optimal manner in which to maximize the effectiveness and efficiency of all the Geography's resources and practices

Job Duties:

Tax Department Project Manager:

• Facilitates and develops ongoing, regular updates of practice initiatives, pilot programs and projects for the Tax department
• Develops project management tools and templates for use by practice team members and leaders
• Manages tasks closely to ensure timely completion and alignment with practice quality standards
• Monitors project progress by tracking activity, resolving problems, publishing progress reports, and recommending actions
• Gathers and coordinates project-related deliverables to ensure quality and consistency of work products as well as shares project documents appropriately
• Identifies, follows up, and actively manages any gaps or issues for projects in coordination with respective practice workstream leads
• Leads project related meetings between key stakeholders, as needed

Internal Stakeholder:

• Creates high-quality and well written materials, guidelines, correspondence, and presentations on behalf of leadership
• Documents and distributes information (e.g. meeting notes, action items, follow up items) from internal project meetings
• Utilizes subject matter expertise to improve current processes and meet changing data needs as defined by regulatory changes and customer needs. Identifies, recommends, and develops significant, measurable processes to generate efficiencies, reduce operational risk, and increase levels of customer service through faster delivery and higher accuracy.
• Facilitates onsite and offsite leadership meetings for department while coordinating activities and communication, including organizing of space, team events, catering and other logistics as needed
• Attends internal meetings as needed

Reporting and Analysis:

• Monitors and evaluates the department's productivity though analysis and reports
• Prepares comparisons to budgets, goals, and prior year results
• Identifies irregularities in monthly, quarterly, and annual results and investigates accordingly
• Provides pipeline and win/loss reports through the BDO CRM database
• Other duties as required

Supervisory Responsibilities:

• N/A

Qualifications, Knowledge, Skills, and Abilities:

Education:

• Bachelor's degree, focus in Accounting, or Finance, required; OR High School Diploma/GED and eight (8) or more years of relevant working experience, required

Experience:

• Experience in project management, including developing and managing project timelines, prioritizing, and assigning projects and assessing progress, required
• Six (6) or more years of experience at a large public accounting firm, or equivalent combination of education, training, and experience, preferred
• Experience in a professional services firm, specifically public accounting, preferred

License/Certifications:

• CPA, preferred
• PMP, preferred

Software:

• Proficient in the use of Windows and Microsoft Office Suite, specifically Word, Excel, and PowerPoint, required

Language:

• N/A

Other Knowledge, Skills & Abilities:

• Excellent analytical skills
• Excellent communication skills and ability to foster and maintain relationships with professionals at all levels within the organization
• Ability to act as a strategic partner to regional and local business line and practice leadership and management teams
• Strong project and time management skills
• Excellent written communication skills
• Ability to maintain a high level of confidentiality and professionalism in all matters
• Ability to deliver presentations and facilitate meetings/training sessions
• Ability to work well with a team as well as independently