BDO USA
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Tax Manager, Digital Transformation & Innovation
role at
BDO USA
We are seeking a Tax Manager to support requirements definition and user experience for the Partnership Tax Technology Platform. The role works with the BDO Tax Practice and clients to gather and document partnership tax business requirements and inform product design. The ideal candidate brings five or more years of relevant experience, including three or more years in partnership tax, and a background in tax technology. The role manages business analysts to ensure delivery of requirements that enable innovative partnership tax solutions.
Key Responsibilities Include
Implementing change management initiatives, ensuring smooth adoption of new and existing processes and technologies
Spearheading the deployment of firm-developed and third-party Tax technology tools
Overseeing the creation of comprehensive training materials and delivering engaging training sessions on firm-standard technologies
Collaboration with technology product and development teams to define product requirements for new Tax tools and solutions
Evaluation of tax processes to achieve maximum efficiency and accuracy while identifying bottlenecks and implementing solutions that streamline operations
Providing ongoing support to our Tax practice, acting as a point of contact for technology-related queries and challenges
General Project Management Duties
Creates and executes project plans to deliver on tax practice initiatives
Monitors project progress and performance indicators, providing input to senior staff to help in improvement efforts
Executes on project communications, helping to keep timelines and tasks organized and clear for team members
Supervises and/or executes the workflow process, helping to motivate team members and achieve project goals
Supports the creation and/or delivery of training related to projects/products, as needed
Provides suggestions for process improvements to senior staff, focusing on enhancing efficiency within their scope of work
Engages with other departments as needed to support process and communication improvements
Assists in gathering and analyzing information on market and competitor trends to provide support to senior staff and Tax Leadership
Serves as a solution architect in applying firm standard solutions to client-specific facts and circumstances, as needed
Participates in risk management and quality assurance efforts
Other duties as required
Stakeholder Management
Contributes to the execution of the product/project roadmap, ensuring alignment with the overall tax practice strategy and addressing specific needs
Communicates the value of products and initiatives to the Digital Tax & Innovation (DT&I) team, highlighting benefits and alignment with project goals
Provides comprehensive feedback to team members, addressing both areas of strength and opportunities for improvement to foster professional growth
Engages in initiatives aimed at enhancing the skills and capabilities of the team, promoting a culture of continuous learning and development
Other duties as required
Supervisory Responsibilities
Acts as a direct supervisor to team members, as assigned
Acts as a career advisor, as assigned
Provides coaching and support to all project team members
Identifies where resource or team skills gaps exist that might interfere with meeting project objectives and timelines
Education
Bachelor’s degree required, focus in Accounting, Finance, Business Administration, Computer Science or Information Systems preferred
Master’s degree in Accounting, Taxation or J.D., preferred
Qualifications, Knowledge, Skills, and Abilities
Self-starter with the ability to work effectively both independently and in multi-disciplinary teams
Strong verbal and written communication skills
Strong analytical, and critical thinking skills
Intermediate understanding of process design and improvement including lean-six sigma principles
Ability to develop relationships with tax leadership, professionals and others across the firm
Proactive mindset and ability to think ahead and identify and anticipate problems before they arise
Ability to work within a deadline-driven environment and handle multiple projects simultaneously
Ability to design and implement solutions that are deployable at scale
Foundational-level facilitation skills
Foundational knowledge of US direct and/or indirect taxation, required; intermediate knowledge
Experience
A combined five (5) years of tax and technology experience, of which a minimum of two (2) years of tax experience, required
Proficiency in the use of Microsoft Office suite, specifically Excel, PowerPoint and Word,
Experience with Tax software, such as ONESOURCE, GoSystem, CorpTax, SurePrep, and/or CCH Axcess, preferred
Experience with Azure DevOps, preferred
License/Certifications
CPA, JD, EA, PMP, or other relevant certification, preferred
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
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Tax Manager, Digital Transformation & Innovation
role at
BDO USA
We are seeking a Tax Manager to support requirements definition and user experience for the Partnership Tax Technology Platform. The role works with the BDO Tax Practice and clients to gather and document partnership tax business requirements and inform product design. The ideal candidate brings five or more years of relevant experience, including three or more years in partnership tax, and a background in tax technology. The role manages business analysts to ensure delivery of requirements that enable innovative partnership tax solutions.
Key Responsibilities Include
Implementing change management initiatives, ensuring smooth adoption of new and existing processes and technologies
Spearheading the deployment of firm-developed and third-party Tax technology tools
Overseeing the creation of comprehensive training materials and delivering engaging training sessions on firm-standard technologies
Collaboration with technology product and development teams to define product requirements for new Tax tools and solutions
Evaluation of tax processes to achieve maximum efficiency and accuracy while identifying bottlenecks and implementing solutions that streamline operations
Providing ongoing support to our Tax practice, acting as a point of contact for technology-related queries and challenges
General Project Management Duties
Creates and executes project plans to deliver on tax practice initiatives
Monitors project progress and performance indicators, providing input to senior staff to help in improvement efforts
Executes on project communications, helping to keep timelines and tasks organized and clear for team members
Supervises and/or executes the workflow process, helping to motivate team members and achieve project goals
Supports the creation and/or delivery of training related to projects/products, as needed
Provides suggestions for process improvements to senior staff, focusing on enhancing efficiency within their scope of work
Engages with other departments as needed to support process and communication improvements
Assists in gathering and analyzing information on market and competitor trends to provide support to senior staff and Tax Leadership
Serves as a solution architect in applying firm standard solutions to client-specific facts and circumstances, as needed
Participates in risk management and quality assurance efforts
Other duties as required
Stakeholder Management
Contributes to the execution of the product/project roadmap, ensuring alignment with the overall tax practice strategy and addressing specific needs
Communicates the value of products and initiatives to the Digital Tax & Innovation (DT&I) team, highlighting benefits and alignment with project goals
Provides comprehensive feedback to team members, addressing both areas of strength and opportunities for improvement to foster professional growth
Engages in initiatives aimed at enhancing the skills and capabilities of the team, promoting a culture of continuous learning and development
Other duties as required
Supervisory Responsibilities
Acts as a direct supervisor to team members, as assigned
Acts as a career advisor, as assigned
Provides coaching and support to all project team members
Identifies where resource or team skills gaps exist that might interfere with meeting project objectives and timelines
Education
Bachelor’s degree required, focus in Accounting, Finance, Business Administration, Computer Science or Information Systems preferred
Master’s degree in Accounting, Taxation or J.D., preferred
Qualifications, Knowledge, Skills, and Abilities
Self-starter with the ability to work effectively both independently and in multi-disciplinary teams
Strong verbal and written communication skills
Strong analytical, and critical thinking skills
Intermediate understanding of process design and improvement including lean-six sigma principles
Ability to develop relationships with tax leadership, professionals and others across the firm
Proactive mindset and ability to think ahead and identify and anticipate problems before they arise
Ability to work within a deadline-driven environment and handle multiple projects simultaneously
Ability to design and implement solutions that are deployable at scale
Foundational-level facilitation skills
Foundational knowledge of US direct and/or indirect taxation, required; intermediate knowledge
Experience
A combined five (5) years of tax and technology experience, of which a minimum of two (2) years of tax experience, required
Proficiency in the use of Microsoft Office suite, specifically Excel, PowerPoint and Word,
Experience with Tax software, such as ONESOURCE, GoSystem, CorpTax, SurePrep, and/or CCH Axcess, preferred
Experience with Azure DevOps, preferred
License/Certifications
CPA, JD, EA, PMP, or other relevant certification, preferred
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
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