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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 tax automation solutions, project management, and technical delivery, with a strong focus on client relationship management and team leadership. Proficient in utilizing tax technology software and ERP systems to drive transformational projects.
Highest-signal resume keywords
Tax Automation ServicesProject ManagementAlteryx WorkflowsERP ConfigurationTax Technology Software Solutions
Tech Stack
Tools & technologiesAbout the role
Key responsibilities & impact- Work on 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, teams, timelines, budgets, and resource allocation
- Review project deliverables and oversee requirements analysis, functional and technical design, process design and configuration, and installation of tax automation solutions
- Maintain vendor partnerships and client relationships
- Assist with business development activities, including proposals and engagement agreements
- Provide technical leadership, mentorship, and training to staff
- Develop client workplans and project timelines
- Track project timelines and budgets and notify clients of material variances
- Review and document tax determination business and system processes
- Perform technical delivery, including Alteryx workflows, tax engine or ERP configurations, and custom solutions
- Review and edit client deliverable documentation
- Assist with client billing and financial forecasting
- Prepare and distribute weekly project status reports
- Develop project deliverable templates and specifications
- Maintain project resource contact lists
- Manage day-to-day project operations, communications, escalations, remediation policies, workplans, and project standards
- Attend prospect calls and meetings
- 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%+
- Ability 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
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tax Automation ServicesProject ManagementAlteryx WorkflowsERP ConfigurationTax Technology Software SolutionsSAP ERP Sales and DistributionSAP ERP Materials ManagementSAP ERP Financial AccountingRobotic Process AutomationSoftware Development Methodology
Soft Skills
Technical LeadershipMentorshipClient Relationship ManagementCommunicationTeam Management
Tools & Technologies
OneSource DeterminationVertex O SeriesPowerBIUiPathAutomation Anywhere
Certifications & Qualifications
CPAPMP
Industry Keywords
Tax TechnologyFinancial ForecastingBusiness DevelopmentProcess ReviewTransformation Projects