SME Tax Manager
Serve as the bridge between complex tax regulations and commercial success by advising go-to-market, client implementation, product, engineering, and customer teams. Translate information-reporting requirements into product logic, sales enablement, and validated regulatory outputs.
Responsibilities
- Partner with sales and business development on go-to-market expansion, enablement materials, and tax training.
- Engage prospects to accelerate strategic Taxbit opportunities.
- Create thought-leadership content and monitor regulatory developments including CARF, 1099-DA, and DAC7.
- Drive Tax Enterprise Platform engagements and implementations with Customer Operations.
- Support customers and internal teams during filing seasons by troubleshooting errors and interpreting IRS and global schemas.
- Develop customer and business-process understanding through proactive communication and discovery.
- Coordinate with Engineering and Product to ensure accurate data integration and complete client data.
- Define and document requirements for the AEOI FATCA/CRS engine.
- Partner with Product Managers to prioritize features around regulatory deadlines and reporting changes.
- Validate 1099, 1042-S, and XML outputs against global tax-authority standards.
Requirements
- 5-8 years of income tax experience in public accounting or industry.
- Degree in accounting.
- CPA certification.
- Strong organizational, management, analytical, problem-solving, and communication skills.
- Experience organizing and normalizing data for solution development.
- Advanced Excel proficiency; SQL, VBA, and Alteryx are pluses.
- Ability to work independently with minimal supervision.
- Interest in emerging industry issues, news, and best practices.
- Ability and willingness to learn digital assets, accounting, and finance domains.