Senior Team Lead - Tax Software Projects

The Senior Team Lead - Tax Software Projects Is Responsible For Managing And Delivering Tax Software Projects In Alignment With Organizational Goals. This Role Involves Coordinating Cross-Functional Teams, Ensuring System Integrity, And Driving Continuous Improvement In Tax Technology Solutions. The Ideal Candidate Should Possess Strong Technical Expertise, Leadership Capabilities, And A Proactive Approach To Problem-Solving And Stakeholder Engagement.

About The Role:

Ensure Timely Delivery Of Projects As Per Management-Defined Roadmap.

• Facilitate effective communication among stakeholders and provide guidance to team members.
• Oversee template creation and data mapping for seamless integration into SPbinder
• Ensure consistency, accuracy, and optimal software functionality.
• Supervise input form design aligned with UI/UX and functional requirements
• Define and design software applications for efficient data flow and integration.
• Manage annual and regular updates to tax software systems.
• Ensure compliance with tax year requirements and maintain system accuracy.
• Implement QA practices and risk mitigation strategies, Conduct proactive system maintenance and testing across environments, Oversee data updates across environments for consistency and reliability.
• Conduct scenario-based testing to validate software performance, Engage in team meetings and promote knowledge sharing.
• Demonstrate continuous learning in tools, software, and U.S. tax laws ,Assess resource needs and collaborate with HR for recruitment.
• Coordinate with Engineering and Innovation teams to enhance in-house applications.

About You:

• Knowledge of third-party tax software: GoSystem Tax RS, CCH Axcess, UltraTax CS Suite, Lacerte.
• Basic proficiency in Microsoft SQL.
• AI first mindset and ability to infuse AI within the existing processes to build efficiencies and robust analytics.
• Advanced proficiency in Microsoft Excel (Pivot Tables, Power Query, Power BI, VBA).
• Strong analytical and troubleshooting skills.
• Experience in bulk testing and multi-environment testing.
• Familiarity with Agile/Scrum methodologies and project management tools (e.g., ADO, JIRA, MS Project).
• Excellent interpersonal, oral, and written communication skills.
• Ability to manage multiple tasks and prioritize effectively.
• Strong attention to detail and commitment to quality.
• Understanding of U.S. tax workflows and compliance requirements.
• PMP (Project Management Professional) – PMI Microsoft Certified: Data Analyst Associate or Excel Expert
• SQL Server Certification (Microsoft or equivalent) ISTQB Certified Tester – Foundation Level
• Understanding of U.S. tax regulations and documentation standards.
• Bachelor’s degree or diploma in Information Systems, Data Analytics, or Project Management.
• Preferred: Master’s degree or diploma in Information Systems, Data Analytics, or Project Management. Technical certifications in SQL, Excel, or tax software are a plus.
• Minimum 5+ years of experience in tax technology, software implementation, or project management. Proven experience in leading cross-functional teams and delivering complex projects,Experience working in a global delivery model and managing client relationships.
• Strong understanding of U.S. tax regulations and documentation standards.
• Ability to work independently and collaboratively in a dynamic environment.
• Willingness to adapt to evolving technologies and business needs.
• Demonstrated ability to mentor junior team members and foster a culture of learning.

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What’s in it For You?

• Hybrid Work Model: We’ve adopted a flexible hybrid working environment (2-3 days a week in the office depending on the role) for our office-based roles while delivering a seamless experience that is digitally and physically connected.
• Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work-life balance.
• Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow’s challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future.
• Industry Competitive Benefits: We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.
• Culture: Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. We live by our values: Obsess over our Customers, Compete to Win, Challenge (Y)our Thinking, Act Fast / Learn Fast, and Stronger Together.
• Social Impact: Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives.
• Making a Real-World Impact: We are one of the few companies globally that helps its customers pursue justice, truth, and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world.

About Us

Thomson Reuters informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. We serve professionals across legal, tax, accounting, compliance, government, and media. Our products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world leading provider of trusted journalism and news.

We are powered by the talents of 26,000 employees across more than 70 countries, where everyone has a chance to contribute and grow professionally in flexible work environments. At a time when objectivity, accuracy, fairness, and transparency are under attack, we consider it our duty to pursue them. Sound exciting? Join us and help shape the industries that move society forward.

As a global business, we rely on the unique backgrounds, perspectives, and experiences of all employees to deliver on our business goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. Thomson Reuters is proud to be an Equal Employment Opportunity Employer providing a drug-free workplace.

We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. More information on requesting an accommodation here.

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More information about Thomson Reuters can be found on thomsonreuters.com.