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Tax Program / Project Manager

Company: E78 Partners
Location: Des Plaines
Posted on: June 20, 2022

Job Description:

At E78, we assist our clients in finding just the right candidates to fit their needs! Our client is currently seeking a Program / Project Manager to provide program management support for the continued implementation of a tax program currently underway for a large financial services fleet management client.Leverage the legacy program experience from the previous implementation pre-merger. Key words: Process Improvement, Change Management, Strategy, Roadmap, M&A, Business Transformation, Tax Programs, Program Management, Project Management, Fleet Management.
Initial Discovery ActivitiesCapture the current process with the associated tasks from both internal teams and external stakeholders including the flow of transactions between systems, entities, and taxing authorities.Confirm or create standard program/project management components as needed:

  • Stakeholder Communications Plan
  • Determine appropriate cadence and attendance for meetings
  • Internal PMO Reporting Requirements (as needed)
  • State-by-State Schedule (with any known mandates or constraints)
  • Scope and schedule change process
  • Issues, risks, and escalation path for resolution or mitigationCapture the following for impact analysis and planning:
    • Any outstanding legal, accounting, regulatory or partner relationship issues
    • Identify any gaps or needs for additional development to support the current processProgram ManagementWith the program plan in place:
      • Coordinate, track, and report on tasks and milestones associated with each state implementation with the goal of fast-tracking using a defined process developed in discovery
      • Identify and resolve any schedule blocks or dependencies
      • Manage the tracking, resolution, and escalation of risks and issues
      • Provide program status reviews with stakeholdersQualifications:
        • Ability to lead a series of projects during a period of transition and integration for the client organization.
        • Well-grounded in core project management and business analysis process.
        • Ability to support the client with business perspective visualization and definition of system architecture and business process flows to meet project requirements.
        • Ability to communicate project status clearly and succinctly for executive understanding - using multiple channels such as a written executive summary, formal presentations or executive meetings, and casual business environment encounters.
        • Understand and initiate, with tact and diplomacy, escalation and resolution of blocking issues or dependencies.
        • Maintain issues and risks information mapped to schedule and scope impacts and mitigation approaches.
        • Ability to liaise with client's legal and accounting professional services for relevant advisory needs.
        • Experience influencing people from a consulting point of viewPreferred
          • Experience in non-banking financial services.
          • Comfortable working in a less structured environment.
          • Project leadership experience with complex stakeholder situations.
          • Project leadership experience with high visibility and multi-million-dollar impacts.
          • Experience with automated forms document preparation including financial calculations.
          • 5+ years of relevant experience.
          • Undergraduate degree relevant to financial services or technology.Nice-to-Have
            • Experience in a fleet management financial services organization.
            • An understanding of the operational details and documentation of buying, titling, and selling vehicles for fleet management and the associated sales tax impacts.
            • An understanding of auto dealer transactions with state regulatory agencies.
            • 10+ years of relevant experience.
            • Graduate degree relevant to financial services or technology.
              This is a hybrid role, 80% remote with 20% on site attendance required. (Chicago land area - North Burbs and near Northwest Burbs off the UPNW line). We believe this position will transition to remote after the after the discovery phase.

Keywords: E78 Partners, Des Plaines , Tax Program / Project Manager, Accounting, Auditing , Des Plaines, Illinois

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