Job Description:The
Sr. Professional, Technical Project Manager serves as the primary driver of complex client onboarding and delivery initiatives across Tax IT, Tax Operations, and client stakeholders. This role is responsible for leading end-to-end project execution, ensuring technical solutions are effectively translated into scalable operational outcomes, and delivering high-quality implementations across a matrixed environment.
This position combines strong project governance, technical acumen, and cross-functional leadership to deliver seamless, efficient client onboarding experiences while continuously improving delivery frameworks.
Key ResponsibilitiesEnd-to-End Project Leadership- Lead and manage complex client onboarding projects from initiation through execution and stabilization.
- Decompose large-scale implementations into structured project plans with clearly defined phases, deliverables, and dependencies.
Project Governance & Execution- Establish and enforce project governance, including timelines, milestones, risk management, and reporting cadence.
- Track progress against key deliverables and proactively identify and mitigate risks to ensure on-time, high-quality delivery.
Technical Project Planning & Translation- Translate business requirements and solution designs into actionable technical and operational work plans.
- Partner with Tax IT to define technical requirements (data integration, automation, reporting) and ensure alignment with delivery objectives.
Cross-Functional Program Coordination- Serve as the central point of coordination across IT, Tax Operations, Sales, and Client Success teams.
- Drive alignment across stakeholders, ensuring dependencies are managed and silos are eliminated.
Client-Facing Delivery Leadership- Engage directly with clients to lead requirements gathering, solution validation, and implementation planning.
- Act as a trusted advisor, translating complex technical concepts into clear, actionable guidance for client stakeholders.
Quality, Risk & Compliance Oversight- Ensure all onboarding and delivery activities meet Tax Services standards, controls, and compliance requirements.
- Perform quality reviews of workflows, data configurations, and deliverables prior to production deployment.
Delivery Leadership & Mentorship- Provide direction and guidance to operations teams, analysts, and project contributors to ensure consistent delivery execution.
- Mentor team members on project management disciplines, delivery frameworks, and best practices.
Problem Solving & Issue Resolution- Lead resolution of complex technical, data, and process challenges across the onboarding lifecycle.
- Apply structured problem-solving to remove blockers and maintain delivery momentum.
Process Optimization & Innovation- Identify opportunities to improve onboarding methodologies, tools, and frameworks.
- Drive initiatives to scale delivery processes, increase efficiency, and enhance the client experience.
Job Qualifications:What you will Bring:Education & Experience- Bachelor's degree in Information Technology, Business, Finance, or a related field or equivalent experience.
- 5+ years of experience in technical project management, implementation management, or client delivery
- Proven track record managing complex, cross-functional projects in Tax Services, Financial Services, or related industries
Technical & Delivery Acumen- Strong understanding of data integration, system implementation, and enterprise delivery models
- Ability to translate business requirements into technical specifications and execution plans
Project & Program Management- Expertise in project planning, governance, risk management, and execution across multiple stakeholders
- Experience managing concurrent, high-complexity delivery initiatives
Cross-Functional Leadership- Demonstrated ability to lead without authority across IT, Operations, and client-facing teams
- Strong stakeholder management in matrixed environments
Communication & Influence- Exceptional communication skills with the ability to convey complex technical and operational concepts to diverse audiences
- Experience interfacing with senior client stakeholders and internal leadership
Critical Thinking & Problem Solving- Proven ability to resolve complex implementation challenges and drive solutions under ambiguity
Bonus if you have- PMP, Agile, or similar certification preferred
Annual Pay Range:93,200 - 140,000 USD
Application Window:This opportunity is expected to remain posted through the date identified below, subject to business needs.
Thrive with CotalityAt Cotality, we offer more than just a job, we provide a benefits experience designed to support your whole self. From a flexible working model to competitive time off and standout health coverage with meaningful perks and growth opportunities, our package is built to help you thrive at work and in life.
Highlights, depending on role classification, include:
- Time off: Generous PTO and 11 paid holidays, plus well-being and volunteer time off.
- Family Support: Up to 16 weeks of fully paid parental leave and a baby stipend.
- Health: Multiple medical plan options with mental health and wellness support offerings.
- Retirement: 401(k) with company match and vesting after one year.
- Financial Perks: $400 annual well-being stipend and tuition assistance up to $5,250.
- Extras: Recognition Rewards, Referral bonuses, exclusive discounts and more!
