BDO USA · 2 weeks ago
Tax Manager, Digital Transformation & Innovation
Milwaukee, WI
Full-time
Onsite
Mid, Senior Level
$105K/yr - $120K/yr
5+ years expBDO USA is seeking a Tax Manager to support requirements definition and user experience for the Partnership Tax Technology Platform. This role involves collaborating with the Tax Practice and clients to gather business requirements and manage business analysts to deliver innovative partnership tax solutions.
AccountingConsultingFinancial Services
Responsibilities
Implementing change management initiatives, ensuring smooth adoption of new and existing processes and technologies
Spearheading the deployment of firm-developed and third-party Tax technology tools
Overseeing the creation of comprehensive training materials and delivering engaging training sessions on firm-standard technologies
Collaboration with technology product and development teams to define product requirements for new Tax tools and solutions
Evaluation of tax processes to achieve maximum efficiency and accuracy while identifying bottlenecks and implementing solutions that streamline operations
Providing ongoing support to our Tax practice, acting as a point of contact for technology-related queries and challenges
Creates and executes project plans to deliver on tax practice initiatives
Monitors project progress and performance indicators, providing input to senior staff to help in improvement efforts
Executes on project communications, helping to keep timelines and tasks organized and clear for team members
Supervises and/or executes the workflow process, helping to motivate team members and achieve project goals
Supports the creation and/or delivery of training related to projects/products, as needed
Provides suggestions for process improvements to senior staff, focusing on enhancing efficiency within their scope of work
Engages with other departments as needed to support process and communication improvements
Assists in gathering and analyzing information on market and competitor trends to provide support to senior staff and Tax Leadership
Serves as a solution architect in applying firm standard solutions to client-specific facts and circumstances, as needed
Participates in risk management and quality assurance efforts
Exhibits solid project management skills and is learning to handle projects of moderate complexity
Coordinates project tasks and supports senior team members in managing multiple projects, ensuring adherence to project management standards
Contributes to strategy discussions and methodology development for project work, under the direction of more experienced team members
Assists with risk identification and supports quality assurance processes within project scopes
Aids in monitoring project timelines and budgets, developing skills in stakeholder management to meet project objectives
Collaborates with internal teams and may interact with external vendors to gain insights necessary for project tasks
Maintains communication with team members and may liaise with vendors to collect project-related information as needed
Participates in the preparation of business cases, learning to analyze and present data to justify project investments
Contributes to the execution of the product/project roadmap, ensuring alignment with the overall tax practice strategy and addressing specific needs
Communicates the value of products and initiatives to the Digital Tax & Innovation (DT&I) team, highlighting benefits and alignment with project goals
Provides comprehensive feedback to team members, addressing both areas of strength and opportunities for improvement to foster professional growth
Engages in initiatives aimed at enhancing the skills and capabilities of the team, promoting a culture of continuous learning and development
Acts as a direct supervisor to team members, as assigned
Acts as a career advisor, as assigned
Provides coaching and support to all project team members
Identifies where resource or team skills gaps exist that might interfere with meeting project objectives and timelines
Qualification
Required
Five or more years of relevant experience
Three or more years in partnership tax
Background in tax technology
Bachelor's degree required, focus in Accounting, Finance, Business Administration, Computer Science or Information Systems preferred
A combined five (5) years of tax and technology experience, of which a minimum of two (2) years of tax experience, required
Proficiency in the use of Microsoft Office suite, specifically Excel, PowerPoint and Word, required
Foundational knowledge of US direct and/or indirect taxation, required
Preferred
Master's degree in Accounting, Taxation or J.D
Experience with Tax software, such as ONESOURCE, GoSystem, CorpTax, SurePrep, and/or CCH Axcess
Experience with Azure DevOps
CPA, JD, EA, PMP, or other relevant certification
Benefits
Employee Stock Ownership Plan (ESOP)
Comprehensive compensation and Total Rewards benefits
Company
BDO USA
BDO USA renders taxation, audit, assurance, advisory, and business outsourcing services to companies across all sectors of the economy.
10001+ employees
H1B Sponsorship
BDO USA has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (92)
2024 (101)
2023 (119)
2022 (151)
2021 (105)
2020 (199)
Funding
Current Stage
Late StageTotal Funding
$1.3BKey Investors
Apollo
2023-08-15Debt Financing· $1.3B
Leadership Team
Wayne Berson
CEO and BDO Principal
Catherine Moy
Chief People Officer
Recent News
2026-01-22
2026-01-20
International Accounting Bulletin
2026-01-12
Company data provided by crunchbase