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Ryan

Manager, Transaction Tax Transformation and Automation

Reposted 17 Days Ago
Be an Early Applicant
In-Office or Remote
11 Locations
162K-213K Annually
Senior level
In-Office or Remote
11 Locations
162K-213K Annually
Senior level
The Senior Manager oversees transformational tax technology projects, managing teams and client deliverables while ensuring effective data processing and automation solutions.
The summary above was generated by AI

Why Ryan?

  • Hybrid Work Options

  • Award-Winning Culture

  • Generous Personal Time Off (PTO) Benefits

  • 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)

  • Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement

  • Benefits Eligibility Effective Day One

  • 401K with Employer Match

  • Tuition Reimbursement After One Year of Service

  • Fertility Assistance Program

  • Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service

The Manager, Tax Technology (“Project Manager”) manages project scope, tasks, project teams, timelines, budgets, and resource allocation; and prepares and reviews deliverables in connection with client service.  The Project Manager oversees the functional and technical direction of projects, including on-time and on-budget delivery of tax technology project tasks, such as detail requirements analysis, process design and configuration, deliverables, and installation and implementation of enterprise-class tax automation software and related processes.  The Project Manager also maintains and supports existing partnerships, client relationships, and provides technical leadership and guidance to his/her team and clients on project status and adherence to timeline and budget.  The Project Manager also assists with business development activities by preparing proposals, engagement agreements, and participating in calls and onsite meetings.

Duties and responsibilities, as they align to Ryan’s Key Results

People:

  • Creates a positive team experience.

  • Provides mentorship and training to staff as needed.

Client:

  • Provides project management support to client service teams and clients.

  • Develops client workplans and schedules associated with project deliverables.

  • Creates processes to track adherence to project timelines and budgets that enable Ryan to notify clients should any material variances be identified or predicted.

  • Reviews documentation created by the project team, confirming business and system processes performed for tax determination, and works with the team and clients to help review, define, and document existing transaction tax processes.

  • Reviews client deliverable documentation, including creating, composing, and editing written materials.

  • Assists with client billing and financial forecasting.

  • Prepares and distributes weekly project status reports to all project stakeholders.

  • Develops templates and formats specifications for project deliverables for client review and approval.

  • Creates and maintains master project resource contact lists for the delivery team and our client team to utilize as necessary.

  • Provides project management support to the delivery team as they configure tax automation software solutions and assumes responsibility for day-to-day project management duties.

Value:

  • Manages day-to-day operational aspects of projects.

  • Defines project success criteria and creates the metrics to enable them to be measured.

  • Creates, maintains, and executes communication plans and communication protocols.

  • Creates, maintains, and executes project escalation and remediation policies.

  • Creates and executes project workplans and enforces proper methodology and standards.

  • Assists with Tax Technology business development activities (e.g., preparation of proposals and engagement agreements, and attending prospect calls and meetings).

  • Performs other duties as assigned.    

Education and Experience:

Bachelor’s degree or Master’s degree from a four-year college or university and a minimum of five to seven years of experience providing tax automation services is required.  Accounting, Tax, or Information Technology degrees are desirable.  The candidate should be familiar with a retailer’s organizational process, such as merchandising and price determination and the associated relationship between these processes and the tax setup necessary to enable POS and e-commerce systems to calculate transactional taxes.  Knowledge of the applicability of sales and seller’s use taxes on retail transactions (International Transaction Tax experience) a plus.  Knowledge of the “brick and mortar” transaction lifecycle—merchandising, store sales and services, sales audits, and roll up to financials a plus.  Knowledge of the e-commerce transaction lifecycle—quotation, order capture, fulfillment, audits, and roll up to financials desired.  Certified Public Accountant designation is a plus.  Project Management Professional (PMP) certified is preferred.  Understanding of Software development lifecycles are a plus (SDLC, Agile, etc.).  Deep knowledge of the software solutions is required, either Sabrix, Vertex, and/or Taxware.

Computer Skills:

To perform this job successfully, an individual must have intermediate knowledge of Microsoft® Word, Access, Excel, PowerPoint, Visio, Microsoft® Project, Outlook, and Internet navigation and research. Hands-on experience with transaction tax integration touch points with a major enterprise resource planning (ERP) system, such as Oracle, JDE, PeopleSoft, or SAP, is preferred.  Experience with Vertex, Sabrix, Taxware, or other tax software is highly desirable.

Certificates and Licenses:

Valid driver’s license required.  PMP is a plus.

Supervisory Responsibilities:

This position requires supervisory responsibilities.

Work Environment:

  • Standard indoor working environment.

  • Occasional long periods of sitting while working at computer.

  • Position requires regular interaction with employees at all levels of the Firm and interface with multiple external vendors and clients as necessary.

  • Independent travel requirement: 10%+.

Equal Opportunity Employer: disability/veteran

#DICE

Top Skills

Alteryx
Automation Anywhere
Blueprism
Data Etl Tools
Data Visualization Tools
Dataiku
Hana
Knime
Onesource Compliance
Onesource Determination
Power BI
Powerquery
Robotic Process Automation
Sap Ecc
Tableau
Tableau Prep
Tax Technology Software
Uipath
Vertex O Series
Vertex Returns

Ryan Oakland, California, USA Office

1333 Broadway, Suite 1015, Oakland, CA, United States, 94612

Ryan San Jose, California, USA Office

2001 Gateway Pl, Suite 750W, San Jose, CA, United States, 95110

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