Manager | Tax Transformation

#LI-CF2 # LI-Hybrid

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).
• Strong understanding of tax processes (corporate, partnership, indirect, or international tax) and related technologies.
• Prior experience with major tax platforms such as those produced by Thomson Reuters and Wolters Kluwer
• Excellent analytical, problem-solving, and documentation skills.
• Strong communication skills; ability to interact effectively with cross-functional stakeholders and senior leadership.
•  Detail-oriented, organized, and able to manage multiple competing priorities.
• CPA certification

Travel Requirements

• Less than 10% travel

Minimum Qualifications

• Bachelor’s degree or equivalent experience required
• At least 6 years of related experience required
• Minimum 3 years of supervisory experience required
• A degree in Information Technology, Computer Systems Analysis, or Management Information Systems is preferred
• PMP preferred
• Demonstrated knowledge of healthcare industry regulations, policies, and procedures
• Demonstrated knowledge and experience working with business stakeholders and leaders, IT project planning, delivery, and execution using Traditional and Agile SDLC methodologies
• Experience with VSTS, Jira, and/or other team/project collaboration tools
• Ability to work in and lead a team, while communicating and coordinating with peer teams
• Ability to formulate, document and recommend new policies and procedures
• Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally
• Ability to travel as required by business and on-call availability
• Ability to lift up to 50lbs