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Tax Technology Managing Director

A Managing Director in Tax Technology group here at CFGI involves strategically leading and managing the implementation of tax technology solutions while helping our client's transformation and streamline tax processes.

This person should be a proven leader and willing to participate in the development, design and implementation of tax technology projects using data analytics, automation technologies for tax functions, digital tax operations and other technology driven solutions.

 

Your key responsibilities would include

·       Improve operational effectiveness in tax functions for various clients

·       Review the process and controls that are in place (and effectiveness) of the various technology systems for our client base.

·       Be able to increase automation and data quality throughout tax processes, assessing the overall risk to establish a proper control environment for our clients.

·       Designing and building custom tax applications.

·       Lead tax Technology Strategy and road mapping exercises for various direct and indirect tax systems including ONESOURCE, Corp tax, Avalara among others.

·       Work with executive leadership at our clients to make sure all projects are accurately executed

·       Build a team of professionals that will report into you

·       Understand key tax processes, technology, data, analytics, and risk and controls to mitigate risk and enhance quality for our clients

·       Excellent communication and business writing skills strong organizational and time management skills with exceptional client servicing consulting skills

·       Should be knowledgeable of ERP systems such as Net Suite, Oracle, SAP, Hyperion, other ERPs

·       Should be knowledgeable of tax specific software tools such as CorpTax, GoSystems, ONESOURCE, Vertex

·       Should be knowledgeable of SharePoint, RPA software tools and have experience developing and implementing custom applications using tools such as Visual Studio, VBA/VSTO, SQL Server, MS PowerBI Suite)

·       Demonstrate the ability to be proactive and the ability to develop and motivate a team

·       Actively sell value-add work to our client base by developing meaningful relationships with our client base. 

·       Research the latest tax technology trends and best practices, evaluate technology options and recommend as needed

·       Work alongside CFGI’s Business Transformation Team and tax teams

 

Qualifications and experience

·       Self-Starter with strong US technical knowledge of corporate income tax and indirect tax principles with multiple filing groups

·       at least 12 years of direct experience from industry and public accounting for U.S. tax needed a bachelor's degree in accounting or computer dance with their proven tax technology experience

·       Ability to clearly articulate both problems and identify proposed solutions strong analytical, prioritization

·       The ability to manage large scale transformation efforts for our clients.



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Average salary estimate

$175000 / YEARLY (est.)
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$200000K

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What You Should Know About Tax Technology Managing Director, CFGI

As a Tax Technology Managing Director at CFGI, you'll take the lead in shaping the future of our clients' tax functions through innovative technological solutions. This role is perfect for someone who is not only an expert in tax technology but also a great leader. You'll be responsible for implementing transformative tax technology solutions that streamline processes and enhance efficiency. Your day-to-day will involve improving operational effectiveness and conducting thorough reviews of existing technology systems. With your deep knowledge in tools such as ONESOURCE, CorpTax, and various ERP systems like Oracle and SAP, you’ll assess data quality and automation in tax functions, ensuring our clients have solid control environments. Additionally, you’ll design and build custom applications that meet our clients' unique needs. At CFGI, collaboration is key, and you'll work alongside executive leadership and our talented Business Transformation Team to execute tax technology strategies effectively. You’ll also spearhead team development, fostering talent that aligns with our vision of delivering value-added work. We're looking for someone who stays on top of the latest trends in tax technology and is eager to build meaningful relationships with our clients. With your extensive background—12 years in U.S. corporate and indirect tax and a strong educational foundation—you'll be poised to directly impact the future of tax operations for a diverse portfolio of clients. Join us at CFGI, where your expertise will transform tax processes for the better!

Frequently Asked Questions (FAQs) for Tax Technology Managing Director Role at CFGI
What are the main responsibilities of a Tax Technology Managing Director at CFGI?

A Tax Technology Managing Director at CFGI is responsible for leading the implementation of tax technology solutions that streamline various tax processes for clients. This includes improving operational effectiveness, reviewing existing processes and controls, increasing automation, and ensuring data quality. You’ll also design custom applications and lead strategic road mapping exercises for tax systems while collaborating closely with executive leadership to ensure that projects are executed accurately.

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What qualifications are necessary for a Tax Technology Managing Director at CFGI?

To qualify for the Tax Technology Managing Director position at CFGI, candidates should possess a bachelor's degree in accounting or computer science along with at least 12 years of experience in U.S. corporate and indirect tax. Proficiency in tax-specific software tools, ERP systems, and application development is crucial. Strong leadership, analytical, and communication skills are also essential.

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How does CFGI approach tax process improvement for clients?

At CFGI, the approach to tax process improvement is multi-faceted. The Tax Technology Managing Director leads initiatives to assess current technology systems, identify areas for improvement, and implement solutions that leverage automation and data analytics. The focus is on building a solid control environment and enhancing operational efficiency through advanced technology tailored to each client’s unique needs.

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What types of software and tools should a Tax Technology Managing Director at CFGI be familiar with?

A Tax Technology Managing Director at CFGI should be familiar with various tax-specific software tools such as CorpTax, GoSystems, ONESOURCE, and Vertex. Knowledge of ERP systems like Oracle, SAP, and NetSuite is also important. Additionally, familiarity with custom application development tools such as Visual Studio and SQL Server is required.

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What skills are essential for success in the Tax Technology Managing Director role at CFGI?

Successful candidates for the Tax Technology Managing Director role at CFGI should possess excellent leadership and communication skills, strong analytical abilities, and effective organizational skills. The ability to manage large-scale transformation projects, develop teams, and build client relationships is crucial, along with a proactive approach to researching the latest tax technology trends.

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Common Interview Questions for Tax Technology Managing Director
Can you describe your experience with tax technology tools?

When answering this question, focus on specific tools you've worked with, like ONESOURCE or CorpTax. Explain projects where you implemented these tools, the challenges faced, and how you overcame them, emphasizing your role in enhancing operational efficiency.

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How do you approach the review of existing technology systems for tax functions?

Discuss the methodologies you use to evaluate tax technology systems. Highlight your attention to detail in assessing process effectiveness and how you prioritize areas for improvement based on risk and automation potential.

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What strategies do you use to lead tax technology projects effectively?

Share your project management techniques and how you engage team members. Emphasize the importance of clear communication, setting milestones, and aligning team efforts with client expectations to deliver projects on time.

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What are the biggest challenges you have faced in tax technology management?

Identify specific challenges, such as integrating new systems within existing frameworks. Explain how you addressed these challenges and what you learned from the experience to improve future project outcomes.

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How do you ensure the control environment in tax processes is robust?

Discuss your approach to identifying risks and controls in tax processes. Explain how you implement strategies to enhance data quality and operational safety for clients’ financial reporting.

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What role does data analytics play in your tax technology strategy?

Elaborate on how you utilize data analytics to improve decision-making within tax functions. Highlight examples of how analytics have led to increased automation or better compliance.

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How do you stay current with the latest tax technology trends?

Express your commitment to continuous learning through professional development, attending industry conferences, or participating in relevant training programs. Mention any resources you follow to keep updated on new trends.

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What is your approach to team building within tax technology?

Discuss how you assess team strengths and areas for development. Describe your methods for fostering collaboration, mentoring talent, and creating an inclusive environment that encourages growth.

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Can you explain your experience with ERP systems in tax management?

Detail your hands-on experience with ERP systems like SAP or NetSuite. Share specific projects where you've integrated or utilized these systems to streamline tax processes, the outcomes achieved, and any lessons learned.

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How do you handle client relationships and expectations in tax technology projects?

Highlight your strategies for establishing trust and clear communication with clients. Discuss how you manage expectations, gather feedback, and maintain transparency throughout project lifecycles.

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Today’s rapidly changing operational and regulatory environment presents a unique set of challenges for CFOs, controllers and their teams. The need to adapt to uncertainty and complexity can strain limited resources. This can also present signific...

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Full-time, on-site
DATE POSTED
March 24, 2025

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