Role: Project Manager

Location: Manhattan Beach, CA - hybrid 1 day a week on-site and 4 days remote

Duration: 1 year contract (possible extension)

Job Description:

1. Project Planning and Roadmap Coordination

• Develop project plans and timelines for implementing and enhancing tax technology solutions, ensuring alignment with key compliance dates and business requirements.
• Coordinate project phases, milestones, and deliverables, setting realistic timelines that account for regulatory deadlines and internal resource availability.

2. Stakeholder Communication and Management

• Serve as the main point of contact between tax professionals, finance teams, IT, and external vendors, ensuring that all parties understand the project scope, status, and next steps.
• Regularly update stakeholders on project progress, timelines, and any changes in scope, budget, or requirements.

3. Vendor and Resource Coordination

• Coordinate with internal and third-party vendors to manage the integration, configuration, and deployment of tax technology solutions, such as ONESOURCE, Edicom, Aptos, Oracle or Garpac.
• Ensure internal and external resources are effectively scheduled and tasked, adjusting resource allocation as project demands shift.

4. Requirements Documentation and Tracking

• Facilitate requirements-gathering sessions with tax and finance teams, ensuring the documentation of business requirements and tracking them through to completion.
• Maintain detailed project documentation, including requirements, workflows, and compliance criteria, ensuring traceability and accountability across teams.

5. User Training and Onboarding Support

• Coordinate with training teams to develop and deliver training sessions for tax staff on new or updated systems, ensuring they understand new workflows and functionality.
• Organize onboarding materials and user guides to ensure smooth adoption of new tools and processes by end-users.

6. Data Integration and Compliance Support

• Coordinate the integration of data sources for tax purposes, coordinating with IT to ensure data quality and accessibility for accurate reporting.
• Track and facilitate compliance activities within the project, coordinating updates with finance, tax, legal and compliance teams to maintain adherence to changing tax regulations.

7. Regulatory Compliance Monitoring

• Maintain a calendar of key regulatory deadlines and changes, updating the project timeline and task lists to reflect any new compliance requirements.
• Coordinate with the compliance team to ensure project tasks are aligned with regulatory changes, prioritizing updates as required.

8. Project Monitoring, Reporting, and Risk Management

• Track project progress using metrics like on-time task completion and budget adherence, identifying and addressing any deviations from the plan.
• Identify potential risks (such as delays in regulatory updates or resource constraints) and develop mitigation plans, escalating issues when necessary to avoid project disruptions.

Focus Areas:

• Project Timelines and Budget: Ensuring projects stay on schedule and within budget, with a focus on meeting tax-related deadlines.
• Stakeholder Alignment: Keeping all project stakeholders informed and aligned through regular updates and collaborative decision-making.
• Resource and Vendor Management: Coordinating resources and managing vendor tasks to ensure smooth project execution.
• Documentation and Compliance Tracking: Maintaining comprehensive documentation and staying aligned with compliance needs, especially as tax laws and requirements change.