Sr. Manager, BPS Tax

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As a Sr. Manager, BPS Tax , you will lead client tax reporting services, tax information reporting operations, and implementation initiatives that support complex financial services and retirement tax reporting programs. You will oversee teams responsible for delivering accurate, compliant, and timely tax reporting solutions while driving operational excellence, client satisfaction, and regulatory compliance. This role requires strategic leadership, stakeholder management, and deep expertise in tax reporting processes across multiple jurisdictions and client environments. Success is measured through operational performance, client outcomes, regulatory adherence, and continuous process improvement.

Lead teams responsible for client tax reporting operations, implementations, and ongoing service delivery. Oversee the preparation, validation, and delivery of tax reporting outputs in compliance with applicable regulations. Develop and execute business strategies aligned with organizational objectives and client commitments. Manage complex client engagements, including executive-level communications, issue resolution, and relationship management. Drive process improvement initiatives that enhance quality, efficiency, scalability, and risk management. Ensure tax reporting controls, governance standards, and operational procedures are consistently followed. Monitor regulatory and industry changes and translate requirements into operational readiness plans. Lead resource planning, workforce development, and workload allocation across multiple priorities. Collaborate with cross-functional teams to support implementations, conversions, product enhancements, and client initiatives. Establish performance goals, mentor leaders, and individual contributors, and build a high-performing, engaged team. Manage operational budgets, client commitments, and financial objectives while maintaining service excellence. Identify and mitigate operational, compliance, and client risks through proactive planning and effective governance.

Bachelor’s degree in Accounting, Finance, Business, Information Systems, or a related discipline; or equivalent combination of education, training, and experience. Extensive experience leading tax reporting, tax information reporting, retirement tax reporting, or financial services operations. Proven leadership experience managing managers, technical professionals, and multifunctional teams. Strong knowledge of federal, state, local, and applicable international tax reporting requirements. Experience leading large-scale client implementations, conversions, or operational transformation initiatives. Demonstrated ability to develop strategy, implement operational plans, and deliver measurable business results. Strong analytical, problem-solving, and risk management skills in complex regulatory environments. Exceptional communication and executive stakeholder management capabilities. Experience managing priorities, budgets, service levels, and performance metrics in a client-focused organization. Ability to lead through change, influence cross-functional stakeholders, and drive continuous improvement.

Experience with fiduciary tax reporting, trust tax reporting, retirement reporting, or financial institution tax operations. Professional certification such as CPA, CTP, PMP, or equivalent industry credential. Experience supporting multiple legal entities and tax jurisdictions. Knowledge of tax automation, reporting technologies, and operational process optimization methodologies. Experience