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    Tax Director, Operational Excellence

    Philadelphia, Pennsylvania, United States

    Tax Director, Operational Excellence

    • 202406364
    • Philadelphia, Pennsylvania, United States
    • Full time
    • Closing on: Jan 16 2025

    Description

    WTW has launched a national search for Director, Operational Excellence to lead the tax team in identifying tax technology needs, opportunities for process improvements, automation, and increased efficiency, and apply relevant technology to create best practices for applicable tax functions. This role is multi-faceted and provides a unique opportunity to help establish new processes and systems for the tax team, working in a collaborative partnership cross-functionally with WTW’s IT and finance operations across the entire organization.

    Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

    The Role:

    • Establish and support a data intensive, continuous improvement culture with specific goals and initiatives. 
    • Lead process to support and identify tax technology needs in partnership with the Data Strategy Office and IT/Financial Operations team.
    • Engage all key stakeholders in tax (direct, indirect, transfer pricing) to understand data sources and flows, reporting and data requirements, and opportunities to automate processes, improve quality, and enhance controls. 
    • Implement new system enhancements by gathering and documenting business requirements and partnering with IT to identify and test.
    • Lead the development and delivery of end user training materials and identify opportunities, and resources, for upskilling.
    • Conduct training on the applicable systems in support of functional processes
    • Work with all project teams and IT as subject matter expert on assigned applications.
    • Serve as the Tax Change Champion with accountability for effectiveness and efficiency of our tax processes.

    Qualifications

    The Requirements:

    • A minimum of 10 years of relevant experience in technology (programming, application development, software implementation and automation) and / or tax (with emphasis on transformation, data, and reporting) 
    • Working understanding of tax concepts and principles 
    • Experience with monthly, quarterly, year-end accounting close cycles, accounting principles (GAAP), financial reporting, and SOX controls
    • Experience gathering and documenting stakeholder requirements as well as participating in end user acceptance testing.
    • Has executed successful implementations of one or more of the following:  Oracle, Hyperion, or SAP
    • Strong working knowledge of most of the following: Sabrix, One Source, Sharepoint, MS PowerSuite, HFM, Oracle R12/Fusion Cloud, Alteryx, Tableau, and Power BI
    • A proven cross-functional partner with accounting, finance and IT teams, as well as third parties (auditors, consultants)
    • Compelling and demonstrated track record in improving processes, driving automation, and delivering value
    • Well-honed project management skills:, including ability to motivate and drive results in multi-geographic and multi-cultural environments
    • Well-developed communication skills (verbal, written) with the ability to present issues and recommendations to diverse audiences in a clear and concise manner

     

    This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.

     

    Compensation and Benefits

    Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).

     

    Compensation

    The base salary compensation range being offered for this role is USD $180,000-$240,000. This role is also eligible for an annual short-term incentive bonus.

     

    Company Benefits

    WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

    • Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
    • Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only)
    • Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans

     

    EOE, including disability/vets

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