Client project manager direct tax

Client Project Manager

The Project Management Office within the Professional Services department is responsible for delivering a positive and efficient experience during complex technical projects and implementations for external clients within the Thomson Reuters Corporates industry. This includes managing the projects’ planning, design, progress, and closure, holding project staff accountable for delivering results, as well as serving as the primary point of contact for both external firms and internal teams.

We are seeking a self-motivated individual with direct tax experience to join our Professional Services team as an Associate client project manager, focusing on implementations and project management of Thomson Reuters ONESOURCE Direct tax technology solutions. This role will be focused on delivering project management services for both technical engagements for clients and will be working with both technical teams and end users.

Thomson Reuters ONESOURCE:

ONESOURCE is designed to provide tax software solutions for multinational corporations and accounting professionals. ONESOURCE solutions cover a broad range of taxes including Direct Tax Compliance and reporting, Indirect Tax determination and Compliance, Tax Planning and Workflow Management.

About The Role

In this opportunity as Client Project Manager , you will:

• Manage multiple projects simultaneously for all phases of customer projects.
• Deliver projects within the constraints of scope, time, and cost to agreed levels of quality, within the organization’s project management framework.
• Define, document, and manage smaller-scale projects with minimal supervision, working with multiple teams that may have differing priorities and working/cultural practices.
• Provide client service through regular, direct contact with clients through a variety of modes, such as email, telephone and live meetings or onsite visits throughout the project lifecycle.
• Bring appropriate internal individuals together to accurately scope the feasibility of projects and provide alternative solutions when projects are deemed to be not feasible.
• Set and manage expectations (timeframes, process, communications, etc.) with clients at the onset of projects, as well as throughout.
• Lead primarily Waterfall-style projects with an Agile build approach, including advocating for stakeholders and conducting project meetings with internal and external contacts.
• Serve as the primary point of contact for clients during projects and coordinating internally on behalf of customers (phone, email, and live meetings or potentially in-person onsite visits).
• Manage and execute implementation plans including managing project scope, directing staff resources (both internal and external), evaluating results, creating documentation of newly created processes and managing overall engagement.
• Collaborate with and hold internal teams accountable for ensuring deadlines are met and that concerns are addressed in a prompt and appropriate manner.
• Attain the product/process knowledge needed to step in to perform hands-on project work when delegating is not an option, as well to discuss product specifics with clients when necessary.
• Can scope out a project based on business requirements and achievable benefits.
• Recommend optimal system configuration and business processes based on industry best practices.
• Identify and develop upsell opportunities within assigned customer projects
• Contribute to the goals and tasks of the Professional Services, including assisting in the development of new offerings and processes and providing internal project management when needed.

Key Relationships:

• Work with partners on Professional Services engagements to configure and implement ONESOURCE Income Tax, ONESOURCE Tax Provision, ONESOURCE Calendar, ONESOURCE Workflow Manager, ONESOURCE General Ledger Manager, ONESOURCE Dataflow and ONESOURCE Datahub.
• Engage with other teams within Thomson Reuters as appropriate to deliver end-to-end direct tax solutions, in particular assisting sales, customer support for effective project delivery.
• Work with colleagues in a matrix organization, developing key internal relationships with peers across the organization.

About You

You are a fit for the role of Client Project Manager if you have/are:

• Able to work on hybrid in-office schedule with an expectation of 2-3 days per week and as required.
• Ability to support global teams and clients as needed.
• Occasional regional company-paid travel with possible global travel required up to 35% annually to for client site visits and occasional department or company meetings, for which notice will be provided
• Bachelor’s degree or equivalent experience (project management certification(s) preferred).
• 5 years of direct client-facing project management experience, including working directly with senior project leadership.
• Experience managing large, complex technology projects preferred.
• Experience with Tax Engine or other related document management systems preferred.
• Experience with other Tax-related industry products and other Thomson Reuters products or solutions preferred.
• Functional, technical knowledge of and experience working with Oracle and SAP, especially Oracle Fusion required.
• Experience having used ONESOURCE Direct Tax products or a background in Tax, Accounting or Finance preferred
• Strong interpersonal and written communications skills. This includes the ability to effectively communicate and build strong relationships with various roles within an end user firm (IT, staff, managing partners, etc.), as well as with various internal departments outside of Professional Services (Sales, Development, Operations, Support, etc.).
• Experience with process analysis, design, mapping and re-engineering
• Excellent organizational and analytical skills, with a methodical approach to work, problem solving and troubleshooting
• Must be creative, innovative, and flexible, with the ability to work in a matrixed environment
• Must possess strong cross-functional collaboration skills, with the ability to negotiate and influence others without direct authority
• Able to proactively identify and analyze project risks, develop risk management plans, report up and out project risks, project status, and facilitate solutions to both project leadership teams and clients.
• Proven flexibility with strong analytical and problem-solving skills.
• Successful track record of seeing projects through the full life cycle that are completed according to outlined scope and timeline.
• Project Management certification (e.g. PMP Certification or PRINCE2 Certification) desired.

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.

In the United States, Thomson Reuters offers a comprehensive benefits package to our employees. Our benefit package includes market competitive health, dental, vision, disability, and life insurance programs, as well as a competitive 401k plan with company match. In addition, Thomson Reuters offers market leading work life benefits with competitive vacation, sick and safe paid time off, paid holidays (including two company mental health days off), parental leave, sabbatical leave. These benefits meet or exceeds the requirements of paid time off in accordance with any applicable state or municipal laws. Finally, Thomson Reuters offers the following additional benefits: optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and access to Employee Stock Purchase Plan.

Thomson Reuters complies with local laws that require upfront disclosure of the expected pay range for a position. The base compensation range varies across locations.

For any eligible US locations, unless otherwise noted, the base compensation range for this role is $72,100 - $133,900.

This role may also be eligible for an Annual Bonus based on a combination of enterprise and individual performance.

Base pay is positioned within the range based on several factors including an individual’s knowledge, skills and experience with consideration given to internal equity. Base pay is one part of a comprehensive Total Reward program which also includes flexible and supportive benefits and other wellbeing programs.

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.

Thomson Reuters makes reasonable accommodations for applicants with disabilities, including veterans with disabilities, and for sincerely held religious beliefs in accordance with applicable law. If you reside in the United States and require an accommodation in the recruiting process, you may contact our Human Resources Department at [email protected]. Disability accommodations in the recruiting process may include things like a sign language interpreter, making interview rooms accessible, providing assistive technology, or other relevant accommodations. Please note this email is not intended for general recruitment questions and we will promptly respond to inquiries regarding accommodations. More information on requesting an accommodation here.

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