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.

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.

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 not feasible.
• Set and manage expectations (time frames, 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 into performing 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.

• 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.

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