Manager, Professional Services will manage a team of approximately 4-8 direct reports, although they may not be the person supervising their direct reports day-to-day activities. Travel can be as high as 40% – mostly in the U.S. and Canada. The Manager is responsible for the on-time delivery of customer projects as well as the long-term development and performance of their direct reports. A successful manager has a passion for helping people, both customers and employees.  They set high standards for customer service for the project delivery team and demonstrate ownership of the solution and a strong commitment to customer success.

Key Performance Objectives

1. Develop the Team: Understand the capabilities and development needs of each direct report, in addition to facilitate growth for indirect reports. Conduct regular assessment of performance (annual and semiannual reviews) for team members and jointly develop a career/development with each team member. Coordinate with project leaders to get feedback on performance as well as understand growth and development opportunities related to specific project assignments. Ensure new employees come up to speed quickly on both the technology and processes for client engagements. Assist Practice Lead with managing and tracking goals, including but not limited to company and department’s strategic initiatives. Promote best practices and knowledge, sharing within and across teams. Proactively address personnel issues and minimize attrition.
2. Engage in internal knowledge sharing and people development: Contribute to the knowledge growth of the entire team. Both formal and informal opportunities exist for knowledge sharing and people management via direct reporting relationships or informal mentoring/coaching respectively.
3. Provide Project Specific Problem Solving: The Manager is responsible to provide real-time problem-solving guidance and insights both to the customer and to the team during each project. Managers must be able to identify potential risks and issues quickly and either personally provide for a solution or engage the necessary resources, clarification or help needed to proactively address these challenges.
4. Understand our client’s income tax challenges and communicate PowerPlan’s software and service value proposition:  Leverage relationships and understanding of the client’s needs to identify opportunities for additional PowerPlan services. Estimate the services associated with the solution and provide client with a statement of work.
5. Identify opportunities to sell further consulting services within each client account: The best managers leverage their relationships and deep understanding of the client’s processes and needs to identify opportunities for further engagement and sales within the target accounts. Work closely with sales team, customers, and other PS team members to identify and develop PS opportunities for existing/prospective customer accounts. Develop written PS proposals and present to existing/prospective customer accounts.
6. Research Tax laws and regulations around Corporate Income Tax: Keep up with the latest federal and state income tax laws and regulation to propose creative solutions through services offerings and/or product ideas. Specific areas of focus are Tax Depreciation, Deferred Taxes, and Provision.
7. Recruiting and Hiring: Participate in the recruiting and hiring of tax team members including phone screens, interviews, and recruiting events.

Behavioral Needs

Connecting quickly with people in a poised, convincing, and enthusiastic way. Working at a fast pace and will require working cooperatively with and through people in order to complete tasks and will be integral in motivating others. The job requires team or collaborative work within the organization and will be integral in bringing out the best in others. Strong sense of urgency, initiative, and drive to get things done correctly, with emphasis on working with and through people in the process. Understanding people well and using that understanding effectively in motivating and persuading others to act, will be an important aspect of the job.

It is important in this job for goals to be set and reached, and for tasks to be completed in a timely manner. Decisions will many times have to be made under pressure and will generally need the ideas and advice of others. Details will need to be handled quickly and accurately but will not be a repetitive part of the job. Many tasks in this job may entail selling or persuading others, and/or may entail training others in some capacity.

Requirements

• Bachelor’s degree in engineering, computer science or equivalent combination of education and relevant experience
• A minimum of five (5) years’ experience in customer-facing project leadership and account management including:
  • Experience managing all phases of the implementation process
  • Experience utilizing and enhancing a robust implementation methodology
  • History of increasing responsibility or upward progression
• Effective leadership, communication, management, and customer relations skills; ability to engage and communicate at all levels is essential
• Strong business development, problem-solving, and trouble-shooting skills
• Ability to establish oneself as a trusted advisor to client, project team and PowerPlan colleagues
• Excellent organizational and time management skills
• Good interpersonal skills with ability to interact with tact and professionalism with clients, vendors, peers, management and staff
• Ability to rapidly establish rapport and develop effective business relationships with key customers, vendors and partners
• Strong project management experience and the ability to monitor and manage multiple initiatives concurrently
• Process orientation, and ability to analyze and design/build complex processes
• Ability to assist others in analyzing, designing/building complex processes

• Willingness to travel, up to 40%
• Plus: Experience with PowerPlan or other Tax Fixed Assets / Tax Provision Applications

PowerPlan is an EOE

Applicant Privacy Notice

Please note that this is a hybrid role that involves a combination of onsite work from our corporate office as well as work from home. While we strive to accommodate flexible working arrangements when sensible, there will be times when onsite work is required. This could include scheduled office days, team meetings, client meetings, or special events.