Director - Tax Technology Consulting

Posted 2 Days Ago
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London, Greater London, England
Senior level
Financial Services
The Role
The Director of Tax Technology Consulting is responsible for managing and building a team of tax technology professionals, overseeing project management tasks including scope, budget, timelines, and deliverables. They develop client work plans, maintain partnerships, provide technical leadership, and assist with business development activities while ensuring project adherence to standards.
Summary Generated by Built In

Why Ryan?

  • Competitive Compensation and Benefits

  • Home Office Stipend

  • Business Connectivity Reimbursement (Phone/Internet)

  • Gym Membership or Equipment Reimbursement

  • LinkedIn Learning Subscription

  • Flexible Work Environment

  • Tuition Reimbursement After One Year of Service

  • Accelerated Career Path

  • Award-Winning Culture & Community Outreach

The Director, Tax Technology is responsible for a Practice revenue target, as well as building and managing a team of tax technology professionals.
They will lead and/or manage project scope, tasks, project teams, timelines, budgets, and resource allocation; and prepares and reviews deliverables in connection with client service. The Director oversees the team that is responsible for functional and technical direction of projects, including on-time and on-budget delivery of tax technology project tasks, such as detail requirements analysis, process design and configuration, deliverables, and installation and implementation of enterprise-class tax automation software and related processes. The Director also maintains and supports existing partnerships, client relationships, and provides technical leadership and guidance to his/her team and clients on project status and adherence to timeline and budget. The Director also assists with business development activities by preparing proposals, engagement agreements, and participating in calls and onsite meetings.

Duties and responsibilities, as they align to Ryan’s Key Results

People:

  • Provides mentorship and training to staff as needed.

Client:

  • Provides project management support to client service teams and clients.
  • Develops client workplans and schedules associated with project deliverables.
  • Manages processes to track adherence to project timelines and budgets that enable Ryan to notify clients should any material variances be identified or predicted.
  • Reviews and distributes project status reports to all project stakeholders.
  • Reviews templates and formats specifications for project deliverables for client review and approval.
  • Processes performed for tax determination and works with the team and clients to help review, define, and document existing transaction tax processes.
  • Reviews client deliverable documentation, including creating, composing, and editing written materials.
  • Assists with client billing and financial forecasting.

Value:

  • Assists with Tax Technology business development activities (e.g., preparation of proposals and engagement agreements, and attending prospect calls and meetings).
  • Manages day-to-day operational aspects of projects.
  • Defines project success criteria and creates the metrics to enable them to be measured.
  • Creates, maintains, and executes communication plans and communication protocols.
  • Reviews, maintains, and executes project escalation and remediation policies.
  • Reviews documentation created by the project team, confirming business and system .
  • Provides project management support to the delivery team as they configure tax automation software solutions and assumes responsibility for day-to-day project management duties.
  • Creates and executes project workplans and enforces proper methodology and standards.
  • Performs other duties as assigned.    

Education and Experience:

Bachelor’s degree or Master’s degree from a four-year college or university and a minimum of five to seven years of experience providing tax automation services is required.  Accounting, Tax, or Information Technology degrees are desirable. Certified Public Accountant designation is a plus.  Project Management Professional (PMP) certified is preferred.  Understanding of Software development lifecycles are a plus (SDLC, Agile, etc.).  Deep knowledge of the software solutions is required, either Sabrix, Vertex, and/or Taxware.

Computer Skills:

To perform this job successfully, an individual must have intermediate knowledge of Microsoft® Word, Access, Excel, PowerPoint, Visio, Microsoft® Project, Outlook, and Internet navigation and research. Hands-on experience with transaction tax integration touch points with a major enterprise resource planning (ERP) system, such as Oracle, JDE, PeopleSoft, or SAP, is preferred.  Experience with Vertex, Sabrix, Taxware, or other tax software is highly desirable.

Certificates and Licenses:

Valid driver’s license required.  PMP is a plus.

Supervisory Responsibilities:

This position requires supervisory responsibilities.

Work Environment:

  • Standard indoor working environment.
  • Occasional long periods of sitting while working at computer.
  • Position requires regular interaction with employees at all levels of the Firm and interface with multiple external vendors and clients as necessary.
  • Independent travel requirement: 50%+.

Equal Opportunity Employer: disability/veteran

Top Skills

Access
Excel
Microsoft Project
Microsoft Word
Outlook
PowerPoint
Visio
The Company
HQ: Indianapolis, IN
327 Employees
On-site Workplace
Year Founded: 1932

What We Do

The Federal Home Loan Bank of Indianapolis (FHLBank Indianapolis) is one of 11 independent regional cooperative banks across the U.S. We’re privately capitalized and owned by our member banks, credit unions, community development financial institutions (CDFIs), and insurers across Indiana and Michigan. As a cooperative, we pass our borrowing benefits in the global debt markets on to our members in the form of lower borrowing costs, which are subsequently passed on to consumers, businesses and communities.

Our core mission is to provide a reliable source of liquidity to member banks, credit unions, community development financial institutions, and insurance companies to support housing finance, asset-liability management, and community lending. We also help communities and families through grants and low-cost loans to our members that help support affordable housing and economic development initiatives.

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