Manager, Product Strategy - Tax Transformation
- Lead project planning and execution (workplans, milestones, RAID), ensuring scope delivery against timelines and measurable outcomes
- Serve as a trusted partner to Tax leaders/practitioners to surface service delivery pain points, quantify opportunities, and drive process improvement initiatives
- Facilitate process discovery and design using agile and design thinking; translate business needs into well-defined functional requirements and user stories
- Orchestrate cross-functional delivery across the technology lifecycle, aligning Product/IT and business stakeholders on requirements, decisions, and dependencies
- Own testing and readiness activities, including test strategy support, system/UAT facilitation, defect triage, and business readiness inputs
- Develop enablement and deployment assets; support pilots and go-live planning/execution to ensure smooth rollout
- Manage post-go-live stabilization (hypercare), partner with Change Management to drive adoption, capture and action feedback, and support decommissioning of legacy capabilities where applicable
- Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate 2-3 days per week
- Bachelor's degree in business, accounting, or information technology related field
- 5+ years of project delivery and client service experience in one or more of the following tax compliance related areas: Corporate, Investment Management, Operating Flowthroughs, Individuals, Estates & Trusts, or Indirect
- Demonstrated ability to prioritize work across a team, manage capacity, while delivering with quality and within established deadlines
- Ability to travel 20%, on average, based on the work you do and the clients and industries/sectors you serve
- Limited immigration sponsorship may be available
- One of the following active accreditations obtained:
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA
- If not CPA eligible:
- Licensed Attorney
- Enrolled Agent
- Technology Certifications:
- Alteryx Designer- Advanced Certification
- AWS Certified Solutions Architect
- CBAP® - Certified Business Analysis Professional
- Certified SAFe® Advanced Scrum Master
- Certified SAFe® Agilist
- Certified SAFe® Lean Portfolio Manager
- Certified SAFe® Practitioner
- Certified SAFe® Product Owner / Product Manager
- Certified SAFe® Scrum Master
- Certified Scrum Product Owner (CSPO)
- ISTQB (International Software Testing Qualifications Board)
- Program Management Professional (PgMP)
- Project Management Professional (PMP)
- Six Sigma (Green or Black Belt)
- 4+ years' digital transformation experience; champion of process and technology improvements with strong communication skills
- Agile delivery and design thinking experience; process-driven mindset
- Business process analysis and design, translating needs into improved workflows
- End-to-end technology project delivery, including defining delivery standards
- Deployment, adoption, and change leadership, including training delivery and post-production client support
- Experience supporting tax technology strategy for compliance/provision platforms to drive efficiency and standardization
- Agile and/or PMP certification preferred; strong PowerPoint/Excel with working knowledge of data management and metrics
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