Business Analyst Senior Manager, DT&I

Job Summary:

The Tax Senior Manager, Digital Transformation & Innovation (DT&I) drives value to the tax practice through the creation, change-management, deployment and support of processes and technologies needed to meet the demands of the market and our professionals. The ideal candidate will have a strong understanding of technology, process and data that is supported by their experience as a tax professional.

Job Duties:

Key responsibilities include:

• Driving strategic change management initiatives: Lead the strategic planning and execution of change management initiatives, ensuring seamless integration and adoption of new and existing processes and technologies across the organization.

• Leading technology deployments: Oversee the deployment and optimization of both firm-developed and third-party Tax technology tools, ensuring they align with the firm's strategic objectives and enhance operational efficiency.

• Developing and delivering training programs: Direct the creation of sophisticated training materials and conduct high-impact training sessions on firm-standard technologies, tailored to various levels of expertise within the organization.

• Strategic collaboration with technology teams: Partner with technology product and development teams to define and prioritize product requirements for innovative Tax tools and solutions, ensuring they meet the evolving needs of the firm.

• Optimizing Tax processes for strategic efficiency: Conduct in-depth evaluations of tax processes to identify opportunities for strategic improvements, enhance accuracy, and eliminate bottlenecks, implementing solutions that significantly streamline operations.

• Serving as a senior liaison for technology integration: Act as a point of contact for the Tax practice, providing expert guidance on technology-related queries and challenges, and facilitating effective communication between the Tax practice and technology teams.

General

• Creates and executes project plans to delivery on tax practice initiatives

• Conducts ongoing review and evaluation of project progress and key performance indicators, providing direction to drive improvement

• Manages project workflows and guides team members to achieve operational goals

• Oversees and/or participates in the creation and/or delivery of training and support for products/projects, as necessary

• Evaluates current processes and suggests action plans to address areas for improvement, focusing on process efficiency

• Works with key stakeholders to support the identification of areas for process and communication improvement, including collaboration with departments such as Tax Leadership, People Operations, National Tax Administration, Marketing, Finance, Information Technology, and Office of Tax Quality and Risk Management

• Analyzes market and competitor trends to support Tax Leadership with appropriate insights and guidance

• Serves as a solution architect in applying firm standard solutions to client-specific facts and circumstances, as needed

• Participates in risk management and quality assurance efforts

Project Management

• Demonstrates strong project and process management skills, capable of managing multiple projects with varying levels of complexity

• Implements methodologies, develops and executes the work plan for the project team

• Participates in risk mitigation and quality assurance efforts

• Ensures project delivery within scope, budget and time constraints through developing project and stakeholder management skills

• Engages with internal teams and external vendors to gain a comprehensive understanding of project development and implementation

• Communicates with internal teams and external vendors to collect necessary information for project tasks

• Helps build business cases, both quantitative and qualitative, to support project investment and management time commitment under supervision

Stakeholder Management

• Acts as a key contact for the product or project, facilitating communication between stakeholders, including Tax leadership, professionals, and the project team

• Serves as a liaison between the business and developers, gathering and applying feedback from users and others in the tax practice

• Helps address and resolve issues for internal teams and stakeholders

• Ensures project is delivered consistently with expectations agreed upon with key stakeholders

• Regularly updates the internal team or stakeholders on project status, adhering to agreed communication schedules

Market Prominence

• Supports collaboration with firm markets or geographies to help Tax business line teams provide tax solutions to clients and contributes to the firm by aiding in the development or enhancement of internal tax solutions, or by assisting in consulting and training on current internal tax processes, technologies, and applications

• Participates (and leads where necessary) in strategic discussions, focusing on BDO’s technology and delivery model with internal stakeholders and/or external vendors

• Educates tax professionals and stakeholders about BDO’s technology tools, including how to incorporate them into their client engagements and use them effectively

Other duties as required

Supervisory Responsibilities:

• Acts as a direct supervisor to team members, as assigned

• Acts as a career advisor, as assigned

• Provides coaching and support to all project team members

• Ensures appropriate resources assigned to projects to meet objectives and timelines

Qualifications, Knowledge, Skills, and Abilities:

Education:

• Bachelor’s degree, required; focus in Accounting, Finance, Business Administration, Computer Science or Information Systems preferred

• Master’s degree in Accounting, Taxation or Juris Doctorate., preferred

Experience:

• Seven (7) or more years of tax and technology experience, required

• Two 2 or more years of tax experience, required

Software

• Proficiency in the use of Microsoft Office suite, specifically Excel, PowerPoint, and Word, required

• Experience with Tax software, such as ONESOURCE, GoSystem, CorpTax, SurePrep, and/or CCH Axcess, preferred

• Experience with Azure DevOps, preferred

License/Certifications:

• CPA, JD, EA, PMP, preferred

Language:

• N/A

Other Knowledge, Skills, & Abilities:

• Strong organizational skills and ability to work efficiently and effectively both independently and in groups and teams

• Strong verbal and written communication skills

• Strong analytical, and critical thinking skills

• Intermediate understanding of process design and improvement including lean-six sigma principles

• Ability to develop relationships with tax leadership, professionals, and others across the firm

• Proactive mindset and ability to think ahead and identify and anticipate problems before they arise

• Ability to work within a deadline-driven environment and handle multiple projects simultaneously

• Ability to design and implement solutions that are deployable at scale

• Intermediate-level facilitation skills

• Foundational to intermediate knowledge of US direct and/or indirect taxation

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

National Range: $125,000 - $175,000

NYC/Long Island/Westchester Range: $125,000 - $175,000

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets Click here to find out more!