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Ryan · 2 months ago

Project Manager, Transaction Tax Transformation and Automation

San Francisco

Full-time

Hybrid

Senior Level

5+ years exp

Ryan is an award-winning company known for its hybrid work options and generous benefits. The Project Manager will manage the delivery of technology automation projects that transform clients' tax organizations, overseeing project scope, teams, timelines, and budgets while ensuring successful implementation of tax automation solutions.

ConsultingFinancial ServicesRisk ManagementTax Consulting

Growth Opportunities

Responsibilities

Creates a positive team experience

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

Creates and executes project workplans and enforces proper methodology and standards

Provides mentorship and technical training to staff as needed

Manages day-to-day operational aspects of projects

Leads the creation of custom solutions for client tax automation and process needs

Leads the creation of client deliverable documentation, including creating, composing, and editing written materials

Manages technical delivery for projects including development of Alteryx workflows, tax engine or ERP configurations, and the development of a custom solution

Leads documentation and deliverables creation 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 and proposed transaction tax processes

Develops project workplans and timelines associated with project deliverables

Owns processes to track adherence to project timelines and budgets, helping drive project profitability and efficiencies

Manages and validates data gathering, extraction, and analysis of client data

Manages client data acquisition to support the tax technology services on a required basis

Travels to client locations to gather requirements, review processes, and perform other tax technology services as necessary

Provides management support to client service teams and clients

Prepares and distributes weekly project status reports to all project stakeholders

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

Leads projects to deliver solutions that are transformative in nature and eliminates challenging areas for clients throughout the transaction lifecycle (Tax Policy, Tax Determination, Compliance, Audit Support, Tax Planning)

Leads new process designs for tax transformation which includes tax determination, data enablement supporting the tax organization and other transformational areas

Leads implementation, testing, maintenance, and support of software, based on technical design specifications

Leads or facilities architecture and code reviews

Performs initial review of technical design specifications, based on functional requirements and analysis documents

Reviews functional requirements, analysis, and design documents and provides feedback

Analyzes existing business and system processes

Documents business and system processes performed for tax determination

Leads development, installation, and configuration tax automation software solutions

Leads creation, execution, and documentation of testing scenarios

Performs other duties as assigned

Qualification

Tax AutomationData TransformationProject ManagementRobotic Process AutomationData VisualizationERP KnowledgeAlteryxRequirements GatheringSoftware Development Life CyclePMP CertificationCommunicationMentoringTechnical Leadership

Required

Bachelor's or Master's degree in Accounting, Information Systems, Management Information Systems or Information Technology and Management, and a minimum of seven hours of Accounting

Five to seven years related tax automation and technology experience

Experience leading projects and supervising, coaching, mentoring and training staff as required

Experience leading requirements gathering and design workshops and documenting solutions for review by management

Strong solution minded and design skills required

Excellent written and verbal communication skills required

Experience with complex software development projects through all phases of the software development life cycle

Working knowledge of software such as Robotic Process Automation (RPA) tools (Automation Anywhere, UiPath, BluePrism), Data ETL tools (Alteryx, PowerQuery, Dataiku, Tableau Prep, Knime), and data visualization tools (PowerBI, Tableau)

Computer Skills: To perform this job successfully, an individual must have intermediate knowledge of Microsoft® Word, Access, Excel, Outlook, and Internet navigation and research

Valid driver's license required