Tax Process & Technology Manager

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The National TP&T manager will lead and participate in the business solution analysis, testing, implementation and ongoing support activities for the Tax process and technology platform. The primary responsibilities emphasize business analysis plus coordinating and leading testing, training and support of new and existing tax processes and tools.

The percent of time allocation for management, business analysis, testing and support varies by person and depends upon specific project assignments and individual experience.  This variation in primary responsibilities will be reflected in performance goals for each individual.


Functional Business Analysis – includes the following:

  • Research, document and interpret functional requirements for enhancements to existing tools/processes or implementation of new tools/processes
  • Design the set up and configuration for client tax software and process implementations
  • Establish and manage relationships with tax line of business subject matter experts and IT
  • Lead development of end-user documentation including user guides, knowledge documents, and training materials
  • Design, develop and deliver training courses in various formats
  • Identify and follow up to gain decisions on potential changes in scope and requirements

Testing – includes the following:

  • Test case design
  • Scheduled and ad hoc testing and maintenance of existing tax processes and tools
  • Act as a tax tester as new technology tools are developed and evaluated
  • Complete testing for enterprise technology initiatives requiring tax input and confirmation
  • Document and sharing testing results

Support – includes the following:

  • Assess the need for change and develop solutions to solve business problems
  • Issue identification and follow up with the engagement teams and other escalations as necessary
  • Escalation point for Level 3 support ticket follow up when assigned including communications and alignment with IT

Leadership activities and other duties including:

  • Mentoring of TP&T Senior Associates and other stakeholders
  • Build and leverage internal and external networks
  • Actively contributing to the development and improvement of TP&T team processes
  • Additional duties as assigned

Basic Qualifications:

  • Bachelor’s degree in business or technology required
  • Active CPA preferred
  • Strong oral and written communication skills with all levels of the organization
  • Genuine interest and strong aptitude for use of technology
  • Strong technical expertise in MS Office suite
  • Minimum of 5+ years relevant work experience required
  • Prior public accounting experience with a mid to large size firm(s) or other professional services experience required
  • Prior management experience working within a national tax role in tax software, processes, or both preferred, but not required

Preferred Qualifications:

  • Business analysis training and experience
  • Excel training and advanced skills
  • Great attention to detail and quality
  • Plan and lead components of multiple, complex projects
  • Strong interpersonal skills plus a pro-active approach to finding solutions to issues and managing priorities
  • Desire to incorporate tax knowledge with computer applications
  • Self-motivated and pro-active approach to follow up on job assignments
  • Ability to work and lead efficiently with remote team members

You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.

Experience RSM US. Experience the power of being understood.

RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.
Job ID req3927
Line of Business: Internal Client Service
SubFunction: Tax Support
Job Type: Full Time
Req #: req3927
Location: 801 Nicollet Mall, West Tower, Ste 1100, Minneapolis, MN US
Region: National
Job Category: Tax
Employment Type: Experienced
Degree Required: Bachelor
Travel: No
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