Technology & Data Collaboration Work closely with engineering teams to ensure tax logic is correctly implemented in systems Ensure electronic delivery submission to IRS via FIRE or IRIS Participate in user acceptance testing (UAT) for tax-related system enhancements Review data interfaces, mappings, and validations used for tax form production Troubleshoot form-generation issues through root-cause analysis Partner with product managers to define the product roadmap for tax reporting tools, workflows, and client-facing features Gather business requirements and translate them into actionable user stories and acceptance criteria Support feature prioritization discussions by providing SME input on operational effort, and client experience. Project Management Responsibilities Lead or support cross-functional initiatives related to tax reporting, data transformation, regulatory updates, and platform enhancements Coordinate project timelines, deliverables, and dependencies across technology, operations, product, compliance, and vendor partners Track and communicate project status, risks, and milestones to stakeholders Facilitate project meetings, prepare documentation, and ensure alignment across teams Oversee tax-season readiness plans, including project cut-offs, testing cycles, and launch support Coordinate with product manager, sales, and marketing to develop and maintain pricing for tax reporting services Manage annual SOC audits.