Manager, Tax Process Strategy & Solutions

Drive scalability and sustainability of tax processes by managing technology solutions for US individual and trust/estate taxation.

Serve as internal subject matter expert and primary contact for assigned tax technology products, including product lifecycle management and user experience optimization.

Lead process improvements, documentation, training, and end-user adoption while collaborating with tax practice leaders, product teams, and change management.

Minimum 10 years of tax compliance and advisory experience for high net-worth individuals in mid to large public accounting firms.

Proficient in complex individual and fiduciary taxation including federal, state, foreign, and multi-state tax issues; experience with complex investments in real estate, fund of funds, hedge funds, private equity.

Proficient with tax software such as CCH Axcess Tax or Thomson Reuters GoSystem; tax research skills with various authoritative resources.

Bachelor's degree (preferably accounting, business or technology) and CPA, CA, EA, or JD certification or actively pursuing.

Experienced in independently preparing and reviewing complex Form 1040 and 1041 tax returns with expertise in flowthrough entities and complex investment taxation.

Strong background in tax technology, process improvement, and training within tax practice environments or large complex engagements.

Proven ability to collaborate across functional teams and effectively communicate with senior management and clients on complex tax technology matters.