Tax Process Strategy & Solutions Manager

About this role

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

RSM’s Tax Process Strategy & Solutions team is a fast-paced, high-energy, collaborative environment within the Tax Operations organization. It is a dynamic team with professionals of varying backgrounds from tax functional, tax technical, process improvement, and product management who partner with practice leaders to align engagement tools and processes with business needs, leveraging technology to streamline operations and enhance the user experience of RSM tax professionals and clients. The team consults and executes on a wide range of initiatives involving process and tool development and implementation including training development, engagement management, tool design, and implementation.  

The Tax Process Strategy & Solutions Manager supports process leads and Tax Practice SMEs (Subject Matter Experts) to understand how one or more product(s) fit into the overall “vision” for one or more business area(s). The goal of this role is to drive long-term scalability and sustainability of the business for a competitive advantage. To execute their area of responsibility, this role collaborates with staff, product teams, IT, other functional areas within the broader RSM firm, and field offices to ensure we achieve the vision cohesively and effectively.  The ideal candidate will have experience defining end-to-end business processes and collaboration with product delivery (either custom-developed solution or a third-party licensed application) to optimize operations.

ESSENTIAL DUTIES • Collaborates with process leads and Tax practice SMEs to understand how products fit into the overall "vision" for one or more business area(s). • Acts 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, developing an in depth understanding of user experience and needs by partnering with tax professionals. • Works with process leads, Change Management, and practice leaders to establish usage and product-related targets; assesses performance against these targets. • Understands the long-term strategy of how the products fit into the overall digital ecosystem and end user process (e.g., assists with process-related deliverables, such as process mapping and business requirements). • Partners with practice leaders and SMEs to understand, analyze, and prioritize business needs for providing requirements to BAs and product teams for custom developed solutions or for enhancement requests to vendors. • Responsible for end-user product documentation/content including user guides, knowledge docs, and training materials. • Leads efforts to improve internal processes, controls, and procedures through documentation, validation, and testing. • Partners with tax practice subject matter experts in the development and maintenance of tax content within and between applications. • Develops workpapers, data mappings, and other tax specific deliverables and content within applications, leveraging expertise in accounting, tax, and the tax engagement lifecycle. • Gather and define business needs and prioritize functional business requirements with BAs, for enterprise-scale integrations development with technical delivery teams. • Designs, develops, and maintains low-code automations. • Maintains integrations with other CATT solutions and assists in the testing and maintenance of existing linked infrastructure.

• Coordinates with RSM product team or vendor to understand new features/functionality and works with Change Management, Process Leads, and business teams to socialize the timing of new capabilities and how they fit into end-to-end process. • Assists process lead(s) and business analysts with end-to-end process development, data flows, end-user process documentation including user guides, process flows, and training materials • For third party products: • Maintains low-fidelity product roadmap (e.g., timing of vendor releases and product updates; timing of field implementations of process and product updates; timing for integrations; timing for sunsetting applications; etc.). • Manages system configurations and administration; owns and drives the plan for upgrades and enhancements. • Leads coordination with practice leaders and SMEs to manage business requirements for contracts and renewals with CATT Operations.

• Represents the "voice of the business" and balances management needs with end-users' requests. • Acts as a key contact for internal stakeholders and clients on complex tax technology matters, resolving issues with autonomy. • Partners with Change and practice leaders to help lead implementation and ongoing adoption of products. • Serves as a Performance Advisor to Associates or Senior Associates providing coaching, feedback, and development support.

EDUCATION / CERTIFICATION REQUIREMENTS • Bachelor's Degree (preference given to Accounting, Business or Technology major) • Certified Public Accountant (CPA) or Enrolled Agent (EA), or currently pursuing CPA or EA certification (preferred) • Lean Six Sigma and/or IIBA certification, or currently pursuing (preferred)

JOB REQUIREMENTS • 5-7 years’ experience in an accounting or large-scale implementation facing role, handling highly complex issues, with at least 3 years’ experience working with leadership, managers, and individual contributors (required). • Must be capable of dealing confidently and professiona

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