Tax Transformation Vice President

New York, NY, United States

Role Overview

Tax Operations is a critical part of the firm’s global Tax function. The Business Analyst team translates tax, regulatory, risk, and business requirements into clear operating models, data requirements, controls, and technology-enabled solutions. The team partners with Tax specialists, Operations, Engineering, Controllers, business stakeholders, and governance functions to deliver compliant, scalable, and well-documented outcomes.

The role combines structured problem solving, requirements analysis, process and data design, delivery governance, testing, stakeholder management, and continuous improvement. The expected scale of ownership and leadership increases by level, while all team members are accountable for accuracy, evidence, clear communication, and disciplined execution.

Your Impact

Lead the transformation of complex Tax functions from document-heavy, manually coordinated processes into controlled, digitally enabled and AI-supported experiences. You will operate as a senior product owner and change leader, setting the vision, translating tax and business priorities into a transformation roadmap, and guiding multidisciplinary teams from discovery through adoption and measurable business outcomes.

This role requires a leader who has already transformed a Tax or similarly complex control function. The successful candidate will understand how to redesign documentation, processes, data, controls and user journeys, and will know how to apply AI selectively where it improves quality, consistency, risk visibility and efficiency without weakening tax judgment, governance or accountability.

Our Impact

Tax Operations helps the firm meet tax and reporting obligations, protect data and process integrity, respond to regulatory and audit expectations, and support business growth. The transformation function creates the strategy, product ownership, documentation discipline and delivery coordination required to move from fragmented processes to controlled, scalable and sustainable tax solutions.

Primary Responsibilities

• Create and execute a multi-year vision and roadmap for digital transformation across priority Tax processes, systems and user journeys.
• Act as product owner for strategic Tax platforms and capabilities, defining outcomes, users, pain points, requirements, priorities, success measures, release criteria and adoption plans.
• Lead current-state discovery and target-state design across tax documentation, withholding, reporting, reconciliations, inquiries and regulatory change.
• Transform documentation by establishing structured, searchable and reusable knowledge; clear rule-interpretation lineage; controlled procedures; decision models; data definitions; and audit-ready evidence.
• Redesign workflows to reduce manual handoffs, duplicate data entry, avoidable reviews and fragmented storage, while preserving appropriate challenge, approval and tax judgment.
• Lead digitization of document-intensive processes using digital intake, document extraction, validation, workflow orchestration, centralized repositories and exception-based processing.
• Define a practical AI strategy that distinguishes personal productivity, decision support, document intelligence, knowledge agents, workflow agents and engineered solutions.
• Build and prioritize an AI use-case portfolio based on business value, repeatability, data readiness, risk, feasibility, adoption needs and measurable return.
• Take AI-enabled solutions from concept through controlled implementation, including approved knowledge sources, entitlements, instructions, testing, human review, traceability, monitoring, ownership and change governance.
• Partner with Tax…