Identify areas within tax compliance, reporting, and planning that are ideal for process standardization and automation
Collaborate with internal stakeholders to understand business needs and translate them into functional automation requirements
Partner with IT Engineering on the design, testing, and implementation of automated workflows using RPA, AI, and other tools
Serve as the business-side project lead on assigned automation initiatives, helping define scope, prioritize tasks, and coordinate cross-functional input
Assist in testing, validating, and implementing automation solutions in collaboration with the Engineering team
Coordinate user acceptance testing (UAT), training sessions, and documentation efforts for automated processes
Support the evaluation and implementation of tax technologies, including data analytics tools and reporting solutions
Work closely with the IT and Tax teams to ensure new automation tools align with current systems and workflows
Help develop materials and lead training sessions to support adoption of new tools and processes within the tax department
Act as a change agent by promoting a culture of innovation and continuous improvement
Assist in tracking KPIs and metrics to measure the impact and effectiveness of automation projects
Provide regular updates to leadership and key stakeholders on progress, issues, and opportunities

Bachelor’s degree in Accounting, Finance, Business Administration, Computer Science, or a related field
Minimum of 5 years of experience in public accounting (with a focus on taxation) or equivalent in-house tax experience, with an emphasis on process improvement and Tax automation
At least 1 year of managerial experience, including oversight of both clients and team members
Strong knowledge of tax compliance and reporting requirements
Proficiency with tax software and automation tools (e.g., RPA, AI platforms, data analytics)

Tax Technology Manager

Key skills