Role Description
The Tax Manager oversees OTDS engagements, manages client relationships, and drives efficiency gains through process optimization and technology. This role leads a team of analysts, ensures operational excellence, and collaborates with clients to identify new outsourcing opportunities.
Essential Duties and Responsibilities
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Manage partial and full outsourcing engagements; ensure timely and accurate delivery of services.
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Lead process improvement initiatives to streamline workflows and increase DMAโs effective rate.
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Collaborate with clients to identify additional outsourcing opportunities and expand DMA services.
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Prepare risk-aware, legally informed written communications tailored to diverse audiences, including the clientโs internal stakeholders, customers, and executive leadership.
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Oversee onboarding activities and ensure smooth transition of responsibilities.
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Mentor and coach analysts; allocate resources and review deliverables.
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Utilize ERP systems and data tools to optimize processes and reporting.
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Maintain compliance with DMA standards and audit requirements.
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Perform other duties as assigned.
Qualifications
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Bachelorโs degree in Accounting, Finance, or related field required.
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8+ years of experience in tax operations, outsourcing, or consulting; supervisory experience required.
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Advanced knowledge of ERP systems (SAP, Oracle) and tax technology tools.
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Demonstrated ability to communicate effectively with clients through clear, professional, and audience-appropriate written and verbal communication.
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Strong leadership, project management, and client relationship skills.
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Ability to identify and implement efficiency gains through technology and process improvements.
Requirements
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Work Schedule: Regular, 40 hours/week
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Travel: 10 โ 25%
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Physical Activity: Prolonged periods of sitting and computer use
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Ability to hear, understand, and distinguish speech and sounds
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Frequent repetitive motions with hands
Benefits
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2026 Great Places to Work Certified
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Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation)
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Company paid parental leave
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Generous time off package
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Multiple benefit plans, eligibility begins on day one of employment
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Culturally focused on work/life balance, and the overall wellness of our employees