Manager, Tax Technology & Process Transformation

The Senior Manager, Tax Technology & Process Transformation is responsible for leading the strategy, design, implementation, and continuous optimization of tax technology solutions and end-to-end tax operational processes. This role partners with Tax, Operations, Compliance, Product, Finance, and Technology teams to modernize tax operations through automation, digital transformation, data-driven decision making, and process standardization.

Reporting to the Director, Tax Operations, this position will develop and execute a multi-year transformation roadmap that improves operational efficiency, scalability, accuracy, compliance, and user experience while reducing operational risk. This position serves as both a strategic leader and hands-on transformation partner, driving initiatives from concept through implementation and adoption.

Primary Responsibilities:

The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Develop and execute a comprehensive tax technology and process transformation strategy aligned with organizational goals.
• Establish and maintain a multi-year roadmap prioritizing technology investments, automation opportunities, and business process improvements.
• Evaluate technologies, AI capabilities, workflow platforms, and automation tools to improve tax operations and compliance outcomes.
• Partner with business and technology leaders to define future-state operating models and solution architectures.
• Lead end-to-end redesign of tax processes to improve efficiency, quality, scalability, and compliance.
• Identify opportunities for process standardization across tax operations while reducing operational complexity.
• Lead implementation and optimization of tax technology platforms, workflow solutions, document management systems, automation tools, and AI-enabled capabilities.
• Manage a portfolio of strategic transformation initiatives, balancing business priorities, resource capacity, and expected value realization.
• Define program objectives, success metrics, milestone plans, and adoption strategies.
• Monitor project risks, dependencies, and execution challenges while proactively removing barriers to delivery.
• Lead organizational change efforts, including communication plans, stakeholder engagement, training, and adoption activities.
• Provide strategic leadership and direction to assigned team while driving clarity and transparency.
• Develop a high-performing team, fostering a culture of accountability, continuous learning, and operational excellence.

• Bachelor’s degree in Accounting, Finance, Information Systems, Business, Computer Science, or a related field.
• 8+ years of experience leading tax operations, process transformation, business transformation, tax technology, or operational excellence initiatives.
• 5+ years of leadership experience managing cross-functional programs, projects, and teams.
• Demonstrated success leading large-scale process transformation and technology implementation initiatives.
• Strong understanding of tax operations, compliance processes, and tax technology ecosystems.
• Experience with workflow automation, business process redesign, and operational improvement methodologies.
• Experience using data, analytics, and performance metrics to drive decision-making.
• Strong executive communication and stakeholder management skills.

Preferred Requirements:

• Experience within payroll tax, tax compliance, tax filing, tax technology, or enterprise tax operations environments.
• Experience with AI, Generative AI, machine learning, and intelligent automation solutions.
• Experience with APIs, ETL/ELT processes, SQL, process mining, workflow tools, OCR technologies, or robotic process automation.
• Experience with enterprise platforms.
• Lean Six Sigma, Green Belt or Black Belt certification.
• Project Management Professional (PMP) certification.
• CPA, MBA, or related professional certification.

Physical Requirements:

• Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day.
• Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously.

The base pay range for this position is $126,200- $150,000/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for an annual bonus and restricted stock unit grant based on individual performance in addition to a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via www.paylocity.com/careers.

Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.

While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.

We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business.

Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations.

Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us!