We are seeking an experienced Direct Tax Manager 6 Tax Technology, Implementation & Transformation to lead and support complex tax transformation initiatives, with a primary focus on direct tax processes, tax provision, compliance, data, technology, and ERP/EPM implementations.
The ideal candidate combines strong direct tax knowledge with hands-on experience translating tax requirements into scalable technology solutions. This individual will work across Tax, Finance, Accounting, IT, and implementation teams to redesign processes, define business and functional requirements, support system configuration and testing, and drive successful deployment of tax technology solutions.
This role is well suited for someone with experience in consulting, corporate tax transformation, or large-scale finance and tax technology programs involving platforms such as Oracle Cloud ERP, Oracle Tax Reporting Cloud Service (TRCS), Oracle EPM, SAP S/4HANA, OneSource, Corptax, or similar enterprise tax technologies.
Key Responsibilities
Tax Transformation & Process Design
- Lead direct tax workstreams within broader tax transformation, finance transformation, and ERP implementation programs.
- Assess current-state direct tax processes and develop future-state operating models covering:
- Income tax provision
- Federal, state, and international income tax compliance
- Tax data collection and management
- Book-to-tax adjustments
- Deferred tax
- Effective tax rate calculations
- Tax forecasting
- Tax reporting
- Tax account reconciliation and close processes
- Identify opportunities for standardization, automation, controls improvement, and reduction of manual spreadsheet-based activities.
- Facilitate workshops with Tax, Finance, Accounting, IT, and business stakeholders to document requirements and design future-state processes.
Tax Technology Implementation
- Translate tax business and technical requirements into functional system requirements and solution designs.
- Lead or support implementation of tax technologies such as:
- Oracle TRCS / Oracle EPM
- Oracle Cloud ERP
- SAP S/4HANA
- Thomson Reuters ONESOURCE
- Corptax
- Other direct tax, provision, compliance, and data-management platforms
- Define requirements for entities, jurisdictions, tax accounts, tax attributes, book-to-tax differences, tax rates, ownership structures, tax adjustments, and reporting dimensions.
- Develop configuration workbooks, process flows, functional design documents, mapping specifications, and business requirements.
- Partner with technical teams on integrations between ERP, consolidation, EPM, tax applications, and data platforms.
Data, Integration & Automation
- Define tax data requirements and map source-system data to tax applications and reporting solutions.
- Evaluate general ledger, subledger, consolidation, and other financial data required to support direct tax processes.
- Design repeatable data collection and transformation processes that improve data quality and reduce manual intervention.
- Identify opportunities to leverage workflow, analytics, automation, and AI-enabled capabilities within the tax operating model.
Testing & Deployment
- Develop tax-specific testing scenarios covering business requirements and end-to-end processes.
- Lead or coordinate:
- System Integration Testing (SIT)
- User Acceptance Testing (UAT)
- Data validation and reconciliation
- Parallel testing
- Cutover and deployment activities
- Analyze defects and work with functional and technical teams to determine appropriate resolutions.
- Support post-go-live stabilization and continuous improvement.
Project & Stakeholder Management
- Manage direct tax workstreams, deliverables, dependencies, risks, issues, and status reporting.
- Coordinate activities across Tax, Controllership, Finance, IT, ERP/EPM teams, external advisors, and system integrators.
- Communicate tax requirements clearly to technology teams and explain technology implications to tax stakeholders.
- Develop executive-level materials that clearly articulate business issues, solution options, benefits, risks, and implementation considerations.
- Manage multiple priorities and deliverables in complex global transformation environments.
Required Qualifications
- Bachelors degree in Accounting, Finance, Taxation, Information Systems, or a related field.
- Minimum of 5 years of relevant experience in corporate tax, tax technology, tax transformation, finance transformation, or consulting.
Preferred Qualifications
- CPA, MST, JD/LLM in Taxation, or comparable professional qualification.
- Big Four, large consulting firm, tax technology consulting, or corporate tax transformation experience.
- Hands-on experience with one or more of:
- Oracle TRCS
- Oracle EPM Cloud
- Oracle Cloud ERP
- SAP S/4HANA
- Thomson Reuters ONESOURCE
- Corptax
- Experience with multinational organizations and complex legal entity structures.
- Experience integrating tax applications with ERP, consolidation, and financial-reporting platforms.
- Familiarity with tax data models, tax provision automation, dashboards, workflow, analytics, and emerging AI use cases in tax.
- Experience supporting global or multi-country tax transformation programs.
- Strong knowledge of U.S. corporate direct tax processes, including ASC 740 income tax accounting, tax provision, compliance, deferred taxes, and tax reporting.
- Experience participating in or leading ERP, EPM, tax technology, or finance transformation implementations.
- Demonstrated ability to translate tax requirements into functional and technology requirements.
- Experience with requirements gathering, process design, data mapping, testing, defect resolution, and deployment.
- Strong understanding of how tax processes interact with the general ledger, chart of accounts, legal entities, consolidation systems, and financial reporting.
- Strong Excel and data-analysis capabilities.
- Excellent communication, facilitation, documentation, and stakeholder-management skills.
What Success Looks Like
The successful candidate will be able to bridge the traditional gap between tax technical teams and technology teams. This person should be comfortable discussing an ASC 740 requirement with a Tax Director, translating it into data and system requirements with an ERP/EPM team, and then validating that the implemented solution produces the expected tax result.
They will bring a transformation mindset, looking beyond simply automating the existing process to identify opportunities to simplify the process, improve controls and data quality, establish scalable solutions, and create a more sustainable tax operating model.
