Tax Transformation Lead

2 months ago

West Palm Beach, Florida, United States Marcum LLP Full time
About the Role

Marcum LLP is seeking a highly skilled Tax Transformation Lead to join our Tax Transformation group within the internal Marcum IT department. As a key member of our team, you will work closely with Tax business leaders and subject matter experts to identify, define, and deliver technology products/solutions that drive business growth and improvement for our firm.

Key Responsibilities
  • Lead cross-functional teams to assess current tax processes, identify improvement opportunities, and implement best practices for tax compliance and consulting services.
  • Manage tax transformation projects, including software implementations, process automation and reengineering, and system enhancements from conceptualization to implementation.
  • Facilitate and lead discovery workshops to document current and future state, gather and document business requirements, and ensure all stakeholders have a clear understanding of business needs and priorities.
  • Develop business cases for technology investments, detailing scope, anticipated benefits, return on investment (ROI), and resources needed.
  • Manage complex projects to ensure timely completion and delivery of project objectives, including developing project plans, coordinating with internal and external teams, and identifying and mitigating risks.
  • Identify and track key performance indicators (KPIs) and metrics to measure the success of technology initiatives.
  • Build expertise on all aspects of tax products and processes, including existing processes and business needs.
  • Evaluate and advise on new technologies, vendors, and products, and stay updated with industry trends.
  • Provide training and support to tax team members and other stakeholders on the effective use of tax technology tools and systems.
  • Foster relationships with key stakeholders across Marcum LLP.
Requirements
  • 7+ years of combined experience in tax technology and tax compliance, within a multinational organization or public accounting firm; at least 3 years in a tax compliance role is preferred.
  • Understanding of end-to-end tax compliance engagement life cycle.
  • Proven track record in prioritizing and managing multiple complex projects and solutions simultaneously.
  • Proven success independently leading a team to gather and document business requirements, test and implement solutions.
  • Experience developing business cases for technology investments, including build vs buy analysis, scope anticipated benefits, return on investment (ROI), and resource needs.
  • Strong analytical and problem-solving skills, with the ability to identify business needs, evaluate options, and recommend effective solutions.
  • Effective professional-level communication and leadership skills, with the ability to collaborate with cross-functional teams and influence stakeholders at different levels.
  • Knowledge of emerging tax technology trends and industry best practices.
  • Proficient with a workflow design software, such as Visio.
  • Extensive knowledge of tax and accounting-specific software, such as the CS Professional Suite/GoSystem Tax RS/GoFileRoom, CCH ProSystem fx/Axcess, or similar.
  • Bachelor's degree in Accounting, Business Management, Computer Science, or equivalent.
Preferred Requirements
  • Experience with the Agile development process.
  • Broad exposure implementing solutions for different business lines within tax, i.e., individual, partnership, corporate, etc.
  • Proficiency in work item management systems, such as Smartsheet, Azure DevOps, and Jira.
  • Experience working with business intelligence teams to design dashboards using tools like PowerBI or Tableau, and practical experience using API-based workflow automation platforms, such as Microsoft PowerAutomate.
  • CPA license (active or inactive).
About Marcum LLP

Marcum LLP is an Equal Opportunity Employer. We do not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.

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