Tax Transformation Manager

#LI-CF2 # LI-Hybrid

Responsibilities

CBIZ is seeking a skilled Manager to join our Tax Transformation team. The ideal candidate will leverage deep analytical expertise and tax knowledge to drive process improvements, implement digital solutions, and support strategic change initiatives within our tax practice. You will collaborate with cross-functional teams to analyze business requirements, design effective solutions, and facilitate the successful adoption of tax technologies across the firm.

In this role, you’ll be at the forefront of tax innovation and digital transformation and have the opportunity to make a meaningful impact on our tax practice by driving strategic change and implementing leading-edge technologies.  Our culture fosters a collaborative, growth-oriented environment with a strong emphasis on professional development. Must have experience with Individual (1040) and/or Partnership (1065) tax engagements.

Essential Functions and Primary Duties

• Partner with tax professionals and IT teams to identify and implement opportunities to streamline and standardize tax processes leveraging offshore resources, automation, process reengineering and advanced workflow technologies to enhance accuracy, efficiency, and scalability.
• Gather, document, and translate business needs into detailed functional and technical requirements that align with project objectives and enable scalable tax transformation solutions.
• Develop comprehensive process maps, workflow diagrams, and business requirements documents that clearly outline current and future state processes.
• Facilitate design workshops, stakeholder interviews, and process walkthroughs to capture current-state and future-state workflows, gather feedback, and document recommendations for improvement.
• Collaborate with our Business Intelligence & AI teams to implement advanced analytics, automation, and AI-driven solutions to empower tax teams with actionable insights that enhance strategic decision making.
• Support project management activities, including timelines, resource planning, risk identification, and status reporting.
• Assist with change management efforts, including user training, documentation, and communication strategies.
• Monitor key performance indicators and adoption metrics to measure success and identify areas for continuous improvement.
• Evaluate and advise on new technologies, vendors and products and stay updated with industry trends.

Preferred Qualifications

• Bachelor’s degree in Accounting, Business, Information Systems, or related field.
• 5+ years’ experience in tax and/or tax technology transformation (public accounting firm experience strongly preferred).