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Posted: 10/20/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing transformational technology automation projects for tax organizations, with a strong focus on tax technology software solutions, project management, and client relationship management.
Highest-signal resume keywords
Tax Automation ServicesProject ManagementTax Technology Software SolutionsERP KnowledgeRobotic Process Automation (RPA)
Tech Stack
Tools & technologiesAbout the role
Key responsibilities & impact- Manage transformational technology automation projects for clients’ tax organizations
- Deliver tax engine deployments, data enablement and support, process review and transformation, and custom tax automation solutions
- Manage project scope, tasks, project teams, timelines, budgets, and resource allocation
- Oversee requirements analysis, functional and technical design, process design and configuration, and installation of enterprise-class tax automation solutions
- Maintain and support vendor partnerships and client relationships
- Assist with business development activities, including proposals and engagement agreements
- Provide technical leadership, mentorship, and guidance to staff
- Develop client workplans, project timelines, communication plans, escalation policies, and remediation policies
- Track project timelines and budgets and communicate material variances to clients
- Review and document tax determination business and system processes
- Perform technical delivery, including Alteryx workflows, tax engine or ERP configurations, and custom solutions
- Review, create, compose, and edit client deliverable documentation
- Assist with client billing and financial forecasting
- Prepare and distribute weekly project status reports
- Create project deliverable templates and master project resource contact lists
- Provide day-to-day project management support for tax automation software implementations
- Define project success criteria and measurement metrics
- Execute project workplans and enforce methodology and standards
- Perform other duties as assigned
Requirements
What you’ll need- Bachelor’s degree or Master’s degree from a four-year college or university
- Minimum of five to seven years of experience providing tax automation services
- Understanding of software development methodology and project management (SDLC, Agile, etc.)
- Extensive knowledge of tax technology software solutions, either OneSource Determination or Vertex O Series
- Working knowledge of emerging technologies used with Robotic Process Automation (RPA), such as Alteryx, PowerBI, UiPath, or Automation Anywhere
- Extensive ERP knowledge specific to tax determination and finance
- Experience working with and designing SAP ERP Sales and Distribution (SD), Materials Management (MM) and Financial Accounting (FI) modules is ideal
- Independent travel requirement: 50%+
- Must be able to perform duties, at times, in a Work From Home environment
- CPA or PMP designation is a plus
- Accounting, Tax, or Information Technology degrees are desirable
Benefits
Comp & perks- Hybrid Work Options
- Award-Winning Culture
- Generous Personal Time Off (PTO) Benefits
- 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
- Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
- Benefits Eligibility Effective Day One
- 401K with Employer Match
- Tuition Reimbursement After One Year of Service
- Fertility Assistance Program
- Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Tax Engine DeploymentsData EnablementProcess ReviewTechnical DeliveryAlteryx WorkflowsERP ConfigurationsSDLCAgile MethodologySAP ERP ModulesFinancial Forecasting
Soft Skills
Technical LeadershipMentorshipClient Relationship ManagementCommunicationBusiness Development
Tools & Technologies
OneSource DeterminationVertex O SeriesPowerBIUiPathAutomation Anywhere
Certifications & Qualifications
CPAPMP
Industry Keywords
Tax DeterminationFinanceTransformational TechnologyAutomation SolutionsWork From Home