Tax - Tax Technology and Transformation – Finance Transformation - Manager

The opportunity

As part of Finance Transformation (FT) competency within Tax Technology & Transformation (TTT) you will gain deep experience working with senior leadership teams at our clients as we support their transformation journeys.

Join our dynamic team as a manager and be at the forefront of finance and tax thought leadership and innovation. In this role, you will co-create strategies that empower client leaders to drive long-term business value and achieve success in their tax functions. Your expertise will be pivotal in designing future-proof operating models that meet rigorous reporting, regulatory, and control standards, all while leveraging cutting-edge technologies. You will craft compelling cases for change, encompassing both financial and non-financial factors, and lead the execution of comprehensive finance and tax transformation programs.

Your key responsibilities

As a Manager in FT, you will play a critical role in leading and delivering innovative business processes and solutions. You will work individually and lead teams to create strategic solutions to navigate through complex challenges and learning opportunities. Your responsibilities will include:

• Support the day-to-day delivery and execution of tax and finance assessment and transformation programs, including:
  • Lead and manage individual workstreams
  • Prepare business proposals and presentations
  • Conduct qualitative and quantitative data analysis
  • Conduct client workshops to identify opportunities for improvement
  • Understand client issues and design and implement transformative solutions
  • Deliver high-quality work products within expected timeframes and on budget
  • Monitor project progress and risks and report these to team leadership
  • Provide support to client representatives as needed
• Collaborate with cross-functional teams to design and execute transformation initiatives that align with clients' business objectives
• Build and maintain strong relationships with clients, acting as a trusted advisor on finance and tax matters
• Mentor and develop junior team members, fostering a collaborative and high-performance culture
• Demonstrate knowledge in the areas of finance and tax operations and processes, finance and tax operating models, shared service centers, and finance and tax technologies

Skills and attributes for success

To qualify for the role, you must have

• A bachelor’s degree in accounting, Tax, Business Administration, Finance, Computer Science, Information Systems or Engineering, or a related field and 5 years of related work experience
• Advanced certification: US Certified Public Accountant (CPA), Enrolled Agent (EA), PMP, Six Sigma Green or Black belt preferred
• Experience conducting finance and tax function assessments
• Experience with multidisciplinary projects that impact tax, including ERP implementations, tax co-sourcing engagements, and/or finance transformations
• Experience managing and supervising teams of professional employees and mentoring team members through development feedback and performance processes, and providing structured, on-the-job feedback
• Experience leading workshops and client-facing presentations
• Experience in project management for large scale transformation programs, preparing and delivering reports, and managing program budget and timelines effectively
• A natural aptitude for learning, problem solving and an entrepreneurial approach to work
• Broad exposure to federal income taxation, statutory reporting, payroll or other related finance activities
• Strong analytical skills, interpersonal, and written/verbal communication skills; problem-solving ability and attention to detail
• Excellent English language communication skills
• Strong organizational and time management skills
• Demonstrated ability to capture and synthesize business requirements
• Flexibility and willingness to travel as well as work in excess of standard hours when necessary
• Strong written and verbal communication skills, especially the ability to break down complex topics into digestible and relevant points for a diverse set of clients and colleagues, at all levels
• Ability to identify process efficiency opportunities to help clients realize significant performance improvements quickly, while challenging and inspiring both coworkers and clients in thinking about diverse situations in new and transformative ways
• Develop your knowledge and experience to provide innovative insights for client’s issues and contribute to thought leadership. You'll actively contribute to improving operational efficiency on projects and internal initiatives
• Effectively manage and motivate client engagement teams with diverse skills and backgrounds. Foster an innovative and inclusive team-oriented work environment. Play an active role in counselling and mentoring junior consultants within the organization
• Foster relationships with client personnel at appropriate levels. Consistently deliver quality client services
• Drive high-quality work products within expected timeframes and on budget. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes

Ideally, you will also have

• Ability to contribute to business development by working to develop proposals and participate in oral presentations; provide high-quality services/work products; build relationships with clients understanding their unique needs to provide a tailored service
• Cultivate and manage business development opportunities. Understand EY and its service lines and actively assess/present ways to serve clients. Develop and maintain long-term client relationships and networks
• Demonstrate in-depth technical capabilities and professional knowledge

What we look for

We're interested in passionate leaders with strong vision, a desire to stay on top of trends for their area of expertise, and specific skills and knowledge to contribute to our clients and teams. If you have a genuine passion for helping businesses achieve their full potential, this role is for you.