Manager 1, Tax Process Strategy & Solutions

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, inclusive 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.

Tax Process Strategy & Solutions team is a fast-paced, high-energy, collaborative environment within the Tax Operations organization.

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. JOB SUMMARY 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.

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).

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.

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.

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.

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

10-12 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 professionally at executive level and with customers (required). Results driven; high integrity; ability to influence, negotiate and build relationships; superior communications skills; make complex decisions and manage change (required). Effective communication

skills

for differing audiences and situations (required). Proficiency in Microsoft 365 (e.g. SharePoint, Excel, Teams) and generative AI tools (e.g., ChatGPT, Copilot) (required). Prior public accounting

experience

with mid to large-size firm(s) or other professional services

experience

(required). Tax compliance or advisory

experience

with deep expertise in accounting or tax fundamentals (preferred) Extensive

experience

with tax compliance systems or financial systems and technology (preferred)

Experience

leading Business or System Analysts in Agile delivery methodology (preferred). Prior management

experience

working within a national tax role in tax software, processes, or both (preferred). Awareness of regulatory

requirements

(7216 Consent, GLBA, GDPR) and InfoSec policies and procedures (preferred). SUCCESSFUL CHARACTERISTICS /

SKILLS

Strategic, out-of-the-box thinker and problem-solving

experience

to assess, analyze, troubleshoot, and resolve issues. Excellent analytical skills, extraordinary attention to detail, and ability to present recommendations to product teams based on trends and patterns. Strong leadership capabilities,

experience

and passion for talent development, and proven

experience

leading teams through change and digital transformation. Ability to engage in long-term business planning at the managerial and executive levels. Passion for technology and providing exceptional experiences both internally for our employees and externally for clients and prospects.

Strong ownership, bias to action, and know-how to succeed in ambiguity. Expert at building relationships with cross-functional teams, delivering impact consistently through seamless communication, motivating teams towards achieving goals.

experience

defining and tracking metrics and implementing programs to improve operational performance.

Experience

leading data-driven projects and communicating the results of analysis and insights to technical and non-technical audiences. Ability to engage in long-term business planning at the managerial and executive levels. At RSM, we offer a competitive

benefits

and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.

com/careers/india. html. RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Indian Armed Forces; Indian Armed Forces Veterans, and Indian Armed Forces Personnel status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.

equal opportunity

and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please send us an email at careers@rsmus. com.

Not ready to apply yet? Join our Talent Community Why work at RSM? At RSM, we accomplish meaningful work and make an impact on the world around us.

We work hard to fully understand our clients and work even harder to understand and identify your unique skills. We celebrate the differences among us and empower our talented professionals to grow forward, both personally and professionally. Our clients benefit from fresh insights and energy as we collaborate to support them, and our teams enjoy a work environment that inspires and empowers them to thrive.