Manager, Tax Process Strategy & Solutions

Overview

Support process leads and the Tax Practice in understanding how one or more products fit into the overall vision for business areas, owning the process and technology for US individual and trust/estate taxation, and driving long-term scalability and sustainability of the business.

What you'll do

• Collaborate with process leads and Tax practice SMEs to understand how products fit into the overall vision for one or more business areas.
• Act as primary internal functional process owner/SME for how assigned third party or custom developed solutions are used in tax engagement team processes, maintaining expertise on products through their lifecycle.
• Work with process leads, Change Management, and practice leaders to establish usage and product-related targets, and assess performance against these targets.
• Understand the long-term strategy of how products fit into the overall digital ecosystem and end user process, assisting with process mapping and business requirements.
• Partner with practice leaders and SMEs to analyze and prioritize business needs, providing requirements to BAs and product teams for custom solutions or enhancement requests to vendors.
• Be responsible for end-user product documentation and content, including user guides, knowledge docs, and training materials.
• Lead efforts to improve internal processes, controls, and procedures through documentation, validation, and testing.
• Partner with tax practice SMEs in developing and maintaining tax content within and between applications.
• Design and develop workpapers, data mappings, and other tax specific deliverables and content within applications.
• Elicit, gather and define business needs and prioritize functional business requirements with BAs.
• Conduct tax research on tax technical topics and determine process implications.
• Maintain currency of integrations with other solutions and assist in the pertinent testing.
• Coordinate with the RSM product team or vendor to understand new features and functionality, and socialize the timing of new capabilities with Change Management, process leads, and business teams.
• Assist process leads and business analysts with end-to-end process development, data flows, and end-user process documentation including user guides, process flows, and training materials.
• Represent the voice of the business and balance management needs with end-users' requests.
• Act as a key contact for internal stakeholders and clients on complex tax technology matters, resolving issues with autonomy.
• Partner with Change Management and practice leaders to lead implementation and ongoing adoption of products.
• Serve as a Performance Advisor to Associates and Senior Associates, providing coaching, feedback, and development support.

What you'll need

• Bachelor's degree (preference given to accounting, business or technology major).
• Certified Public Accountant (CPA), Chartered Accountant (CA), Enrolled Agent (EA) or JD, or actively pursuing.
• Minimum of 12 to 14 years' experience having done tax compliance and advisory for high net-worth individuals within mid to large size public accounting firms.
• Ability to deal confidently and professionally at executive level and with customers.
• Results driven; high integrity; ability to influence, negotiate and build relationships; superior communication skills; ability to make complex decisions and manage change.
• Effective communication skills for differing audiences and situations.
• Tax compliance or advisory experience with deep expertise in accounting or tax fundamentals.
• Proficient in individual and fiduciary taxation, with an understanding of complex investments (e.g., real estate, fund of funds, hedge funds, private equity) and their implications, such as: multiple activity streams with differing passive/non-passive and NII determinations; partnership basis and pertinent limitations; passive activity losses (Form 8582); trader income and materially participating real estate professional rules; net investment income tax / Form 8960; Section 199A / QBI deduction; foreign tax credit / Form 1116; international disclosures (Forms 926, 8621, 8938, 8865); trust accounting and figuring distributable net income.
• Proficient with multi-state taxation and familiar with foreign disclosures.
• Proficient in preparing and reviewing returns with CCH Axcess Tax or Thomson Reuters GoSystem.
• Proficient in conducting tax research and effectively consulting and using various resources (e.g., government authority form instructions, statutes, regulations, secondary resources and research products).
• Must effectively operate with limited supervision.

Nice to have

• Proficient in investment partnership taxation.
• Proficient in using SurePrep to prepare and review returns.

Details

• Location: Bengaluru.