Director · National
CBIZ, Inc. · New Haven, Connecticut · Hybrid
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Lead tax technology and process transformation for a professional services tax function, delivering automation and analytics solutions.
Worth knowing: Experience with Thomson Reuters and Wolters Kluwer products expected
Company: Job title: Tax Transformation Leader Location: New Haven, CT, United States #LI-CF2 #LI-Hybrid CBIZ is seeking a strategic and results-driven Tax Transformation Leader to join our internal transformation team. This role is critical in advancing our vision to build a scalable, technology-enabled organization that fosters innovation, ensures operational excellence, and drives sustainable growth and market leadership. As part of this mission, you will collaborate with Tax Operations, Internal Technology, and other key stakeholders to identify, define, and deliver innovative solutions to drive efficiency, scalability, data-driven insights, and tax advisory capabilities. The ideal candidate will balance domain and technology expertise with strategic vision, effectively setting expectations, managing third-party vendor relationships, and leading a high-performing team. This role demands deep tax process knowledge and the ability to drive innovation through automation, AI, analytics, and workflow optimization. The expectation will be to develop an environment where we can leverage data-driven insights and technology to enhance the tax function's strategic advisory value. This includes developing frameworks for more effective data use, streamlining workflows, and focusing on high-impact tax advisory initiatives to support broader business objectives. The ideal candidate should have 10+ years of experience in both tax technology and tax compliance/advisory, within a multinational organization or professional services organization. Essential Functions and Primary Duties Roadmap Development: Collaborate with Tax and Internal Technology to develop a comprehensive roadmap, identifying, prioritizing, defining, and delivering innovative solutions that provide the greatest business impact for our organization. Strategy and Objectives : Partner with Tax to define and set the Tax Transformation strategy, set objectives and key results (OKRs), and establish key performance indicators (KPIs). Stakeholder Management: Build and maintain strong relationships with key stakeholders across the organization. Set and meet expectations with stakeholders on deliverables and drive communication to keep stakeholders well-informed on progress towards goals.
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