BDO
Tax Managing Director, Tax Automation & Innovation
BDO, Chicago, Illinois, United States, 60290
Job Summary:
The Tax Automation & Innovation (Tax AI) Managing Director, as a member of the Tax Automation & Innovation team, applies industry knowledge and experience to collaborate with clients of the firm and team members to implement tax automation tools.
The Tax Automation & Innovation Managing Director is responsible for marketing, networking, and business development. The role is also responsible for assessing client tax departments end-to-end and determining the best areas in need of automation across tax data, process, technology, and workforce. Client engagements may include optimization or implementation of existing client tools, custom BDO tax/data solutions, or 3rd party vendor solutions. The Tax AI Managing Director is charged with running engagements from the proposal and scoping phase to overseeing design, building, testing, and deployment as well as developing training and documentation during the final client hand-off stage. Additional duties include ongoing maintenance and consulting as well as providing support to clients’ post-implementation, such as on-site or virtual “go-live” or close assistance within new systems. It is expected that there will be some form of attendance, participation in, or presenter role at various conferences and events throughout the U.S. Other responsibilities may include collaborating with multiple offices within the firm to assist other business line engagement teams in delivering tax solutions to their clients as well as supporting the firm through development of new internal tax solutions or consulting and training on existing internal tax processes, technologies, and applications.
Job Duties:
Tax Consulting
Qualifies viability of prospective clients or projects and identifies opportunities to expand current business and effectively up-sells to clients
Leverages deep business domain expertise and understanding of inner workings of business functions to design customized technology and business solutions
Grasps from data to deliverable, an external client’s tax function and develops unique strategies aligned with business objectives
Leads executive level meetings including proposal delivery and solutions workshops or training
Reviews work plans for tax consulting projects performed for one's clients and ensures adherence to such plans
Manages client expectations and requirements, navigating difficult conversations with diplomacy
Reviews client requirements and aids team in designing appropriate solutions and scope for client proposals
Drafts and finalizes clear and compelling proposals, RFP responses, and business cases
Leads the establishment of internal standards and processes for the practice
Communicates complex technical items to target audience so that relevant issues are clearly understood
Engagement / Project Management
Demonstrates expert project and process management skills; can effectively manage multiple large scale, complex projects at once
Sets strategy, establishes methodology, and determines the appropriate work plan for a given client
Takes full ownership of risk mitigation and quality assurance
Understands proper scoping and oversees Tax AI team to ensure client engagement terms are followed
Oversees execution of standard project setup procedures, monitors billing and project economic management, including delivering project on time and within budget by utilizing project management and client service skills
Orchestrates between project teams and client to ensure alignment on project milestones and deliverables
Constructs comprehensive quantitative and qualitative business cases for clients to justify the investment and commitment of management time coupled with financial and human resources
Client Service
Identifies client’s business requirements and expectations at the beginning of and throughout a project or engagement
Elevates conversations with client to expand beyond current project to position TAX AI team and BDO as a holistic trusted advisor
Identifies and appropriately bills for out-of-scope services
Advises and proactively communicates with clients when complex issues are identified
Market Presence
Maintains a market-facing perspective and is involved in business development activities, may include local or national level sponsorship events
Identifies opportunities for BDO to provide services and involves appropriate BDO resources
Networks internally to source referral opportunities in their market
Other duties as required
Supervisory Responsibilities:
Manages Tax AI managers and staff in completion of projects
Acts as Career Advisor, mentoring TAX AI managers and/or staff in their career development
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree, required; emphasis in Accounting, Finance, Computer Science, Data Analytics, or Technology, preferred
Graduate degree, preferred
Experience:
Ten (10) or more years of experience with technology or tax systems, required
ASC 740 tax accounting, consulting, or income tax compliance, preferred
Leadership experience, preferred
License / Certifications:
Certification in one or more of the following technologies, required: Corptax, Longview, Orbitax, OneStream, Thomson Reuters, Alteryx, or Microsoft Power Apps
CPA certification, preferred
Software:
Proficient in Microsoft Excel required; advanced Microsoft Excel skills, preferred
Experience with one or ideally multiple of the below software / tools, preferred:
Systems such as Bloomberg, Corptax, Longview, OneStream, Oracle or Thomson Reuters
RPA tools (UiPath, Power Automate, etc.)
ETL tools (Alteryx, Power Query, Power Pivot, Tableau Prep, etc.)
Visualization tools (Power BI, Tableau, etc.)
Other Knowledge, Skills & Abilities:
Demonstrated ability to work well remotely
Solid verbal and written communication skills
Strong people skills, including training/instruction with professionals at all levels and ability to lead a team
Experience preparing and conducting presentations to clients and potential clients
Executive presence, strong client development/relationship-building skills, and the ability to be primary contact for the client
Demonstrated sound business decision-making skills
An advanced understanding of tax accounting and/or solution development concepts
An advanced knowledge and skill level in engagement management including project management skills and administrative tasks
Ability to lead practice initiatives independently
Ability to travel 15-30% of the time
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.
National Range: $157,500 - $420,000Maryland Range: $157,500 - $420,000NYC/Long Island/Westchester Range: $157,500 - $420,000Washington DC Range: $157,500 - $420,000
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The Tax Automation & Innovation (Tax AI) Managing Director, as a member of the Tax Automation & Innovation team, applies industry knowledge and experience to collaborate with clients of the firm and team members to implement tax automation tools.
The Tax Automation & Innovation Managing Director is responsible for marketing, networking, and business development. The role is also responsible for assessing client tax departments end-to-end and determining the best areas in need of automation across tax data, process, technology, and workforce. Client engagements may include optimization or implementation of existing client tools, custom BDO tax/data solutions, or 3rd party vendor solutions. The Tax AI Managing Director is charged with running engagements from the proposal and scoping phase to overseeing design, building, testing, and deployment as well as developing training and documentation during the final client hand-off stage. Additional duties include ongoing maintenance and consulting as well as providing support to clients’ post-implementation, such as on-site or virtual “go-live” or close assistance within new systems. It is expected that there will be some form of attendance, participation in, or presenter role at various conferences and events throughout the U.S. Other responsibilities may include collaborating with multiple offices within the firm to assist other business line engagement teams in delivering tax solutions to their clients as well as supporting the firm through development of new internal tax solutions or consulting and training on existing internal tax processes, technologies, and applications.
Job Duties:
Tax Consulting
Qualifies viability of prospective clients or projects and identifies opportunities to expand current business and effectively up-sells to clients
Leverages deep business domain expertise and understanding of inner workings of business functions to design customized technology and business solutions
Grasps from data to deliverable, an external client’s tax function and develops unique strategies aligned with business objectives
Leads executive level meetings including proposal delivery and solutions workshops or training
Reviews work plans for tax consulting projects performed for one's clients and ensures adherence to such plans
Manages client expectations and requirements, navigating difficult conversations with diplomacy
Reviews client requirements and aids team in designing appropriate solutions and scope for client proposals
Drafts and finalizes clear and compelling proposals, RFP responses, and business cases
Leads the establishment of internal standards and processes for the practice
Communicates complex technical items to target audience so that relevant issues are clearly understood
Engagement / Project Management
Demonstrates expert project and process management skills; can effectively manage multiple large scale, complex projects at once
Sets strategy, establishes methodology, and determines the appropriate work plan for a given client
Takes full ownership of risk mitigation and quality assurance
Understands proper scoping and oversees Tax AI team to ensure client engagement terms are followed
Oversees execution of standard project setup procedures, monitors billing and project economic management, including delivering project on time and within budget by utilizing project management and client service skills
Orchestrates between project teams and client to ensure alignment on project milestones and deliverables
Constructs comprehensive quantitative and qualitative business cases for clients to justify the investment and commitment of management time coupled with financial and human resources
Client Service
Identifies client’s business requirements and expectations at the beginning of and throughout a project or engagement
Elevates conversations with client to expand beyond current project to position TAX AI team and BDO as a holistic trusted advisor
Identifies and appropriately bills for out-of-scope services
Advises and proactively communicates with clients when complex issues are identified
Market Presence
Maintains a market-facing perspective and is involved in business development activities, may include local or national level sponsorship events
Identifies opportunities for BDO to provide services and involves appropriate BDO resources
Networks internally to source referral opportunities in their market
Other duties as required
Supervisory Responsibilities:
Manages Tax AI managers and staff in completion of projects
Acts as Career Advisor, mentoring TAX AI managers and/or staff in their career development
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree, required; emphasis in Accounting, Finance, Computer Science, Data Analytics, or Technology, preferred
Graduate degree, preferred
Experience:
Ten (10) or more years of experience with technology or tax systems, required
ASC 740 tax accounting, consulting, or income tax compliance, preferred
Leadership experience, preferred
License / Certifications:
Certification in one or more of the following technologies, required: Corptax, Longview, Orbitax, OneStream, Thomson Reuters, Alteryx, or Microsoft Power Apps
CPA certification, preferred
Software:
Proficient in Microsoft Excel required; advanced Microsoft Excel skills, preferred
Experience with one or ideally multiple of the below software / tools, preferred:
Systems such as Bloomberg, Corptax, Longview, OneStream, Oracle or Thomson Reuters
RPA tools (UiPath, Power Automate, etc.)
ETL tools (Alteryx, Power Query, Power Pivot, Tableau Prep, etc.)
Visualization tools (Power BI, Tableau, etc.)
Other Knowledge, Skills & Abilities:
Demonstrated ability to work well remotely
Solid verbal and written communication skills
Strong people skills, including training/instruction with professionals at all levels and ability to lead a team
Experience preparing and conducting presentations to clients and potential clients
Executive presence, strong client development/relationship-building skills, and the ability to be primary contact for the client
Demonstrated sound business decision-making skills
An advanced understanding of tax accounting and/or solution development concepts
An advanced knowledge and skill level in engagement management including project management skills and administrative tasks
Ability to lead practice initiatives independently
Ability to travel 15-30% of the time
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.
National Range: $157,500 - $420,000Maryland Range: $157,500 - $420,000NYC/Long Island/Westchester Range: $157,500 - $420,000Washington DC Range: $157,500 - $420,000
#J-18808-Ljbffr