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National Tax Technology Leader

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Independence, United States CBIZ Operations, Inc. Full time

Status Category: Full-Time Exempt/Non-Exempt: Exempt Scheduled Hours Per Week: 40 Job Code: FS144 With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ is honored to be the recipient of several national recognitions for 2023: Best and Brightest Companies to Work for in the Nation Top Workplaces USA Top Workplaces - Financial Services Industry Best and Brightest Companies in Wellness Great Place to Work Certification Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. We are seeking an experienced National Tax Technology Leader to join our Tax leadership team. This pivotal role involves the selection, integration, and operational management of tax tools and solutions for over 2,000 tax professionals nationally. Reporting directly to our national Tax Services leader, you will need to comfortably navigate both strategic and tactical landscapes, manage relationships with third-party vendors, and lead internal teams. Prior leadership experience in technology for Tax services (US corporate & retail / consumer) as well as specialty capabilities / solutions is an absolute minimum. Expertise in building vendor / partner relationships and establishing a high-performance techno-functional team to support the growing practice is required. We're particularly interested in candidates with a strong background in data analytics, automation, and artificial intelligence (AI) as part of a rapidly evolving Tax technical eco-system, and those who can champion these areas of innovation within our tax operations. Essential Functions and Primary Duties Lead the selection, integration, and operational management of innovative tax tools and solutions, data analytics, automation, and AI technologies, across the firm in collaboration with internal teams and third-party vendors. Oversee the technical operations of our tax tools, ensuring efficiency, compliance with industry standards and adoption of cutting-edge technologies. Manage the technology integration process for any acquired tax accounting firms, coordinating risk management and ensuring a seamless transition. Contribute to strategic planning and decision-making within the tax leadership team, utilizing your expertise in tax technology innovations. Deliver technical and strategic presentations to CPAs and other accounting audiences, effectively communicating complex concepts and solutions. Lead, develop, and enhance a growing team of technical tax professionals, fostering an environment of continuous learning and innovation. Preferred Qualifications Over 25 years of professional experience in a top 10 public accounting firm, ideally with a focus on tax technology. CPA certification and additional tax credentials and certifications Proven experience in the selection, integration, and management of tax tools and solutions, with a specific emphasis on data analytics, automation, and AI. Familiarity with managing third-party vendors in Tax Solutions and handling technology integration in a merger or acquisition context across multiple entities concurrently. Excellent communication and presentation skills, comfortable presenting to diverse audiences, including CPAs and other accounting professionals. Strong program management skills with a proven track record in leading large-scale initiatives. Ability to think strategically while also driv