Director, Tax Transformation

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

CBIZ is seeking a strategic and results-driven Director, Tax Transformation to join our internal transformation team. This role is critical in advancing our vision to build a scalable, technology-enabled organization that fosters innovation, ensures operational excellence, and drives sustainable growth and market leadership. As part of this mission, you will collaborate with Tax Operations, Internal Technology, and other key stakeholders to identify, define, and deliver innovative solutions to drive efficiency, scalability, data-driven insights, and tax advisory capabilities.

The ideal candidate will balance domain and technology expertise with strategic thinking and disciplined execution. This role demands deep tax process knowledge and the ability to drive innovation through automation, AI, analytics, and workflow optimization.

The expectation will be to help develop an environment where we can leverage data-driven insights and technology to enhance the tax function's strategic advisory value. This includes developing frameworks for more effective data use, streamlining workflows, and focusing on high-impact tax advisory initiatives to support broader business objectives.

The ideal candidate should have 10+ years of experience in both tax technology and tax compliance/advisory, within a multinational organization or professional services organization.

Essential Functions and Primary Duties:

• Roadmap Development:Collaborating with the transformation team in developing a comprehensive roadmap - identifying innovative solutions that provide the greatest business impact for our organization.
• Stakeholder Management:Build and maintain strong relationships with key stakeholders across the organization. Set and meet expectations with stakeholders on deliverables and drive communication to keep stakeholders well-informed on progress towards goals.
• Business Cases Development and ROI Measurement:Develop comprehensive business cases for proposed tax transformation initiatives with detailed cost and return on investment (ROI) analysis, ensuring alignment with organizational goals and demonstrating the value and impact.
• Business Unit Collaboration:Collaborate with peer technology transformation teams to ensure that innovations and solutions are considered for cross-platform usage and are maximized for optimal yet appropriate consumption throughout the organization.
• Data-Driven Insights & Advisory Enablement: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.
• Process Standardization & Optimization: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.
• Team Management and Development: Mentoring and upskilling team members to enhance their technical expertise and strategic thinking.
• Project Management: Lead cross-functional teams, ensuring transformation initiatives are delivered on time, within scope and budget.
• Vendor Management: Identify, evaluate, and manage day-to-day relationships with external vendors and technology partners to ensure delivery of high-quality solutions and services.
• Change Management: Leverage change management strategies to ensure smooth adoption of new technologies and processes within the tax function.
• Innovation Leadership: Champion innovation by continuously evaluating and advising on new technologies, staying updated with industry trends, and providing thought leadership to senior leadership.

Preferred Qualifications:

• Bachelor's degree in accounting, Management Information Systems, Computer Science, or related discipline.
• 10+ years of experience in tax transformation/technology and tax compliance/advisory.
• Prior public accounting experience with a mid-to-large organization(s).
• Strong leadership and project management skills with the ability to manage multiple priorities and stakeholders concurrently.
• Advanced knowledge of major tax platforms such as those produced by Thomson Reuters and CCH.
• Excellent verbal and written communication skills, with the ability to effectively convey complex information to diverse audiences.
• Ability to think strategically while also driving tactical execution.
• Experience in leading, growing, and enhancing a transformation teams.
• CPA certification

Minimum Qualifications:

• College Degree or equivalent required
• 10 years related experience
• Must have experience managing staff, projects and/or processes
• Possesses subject matter expertise
• Knowledge of industry regulations
• Ability to manage a team of others
• Ability to formulate 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

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