Talantix.io
Falcon Rappaport Berkman•04.03.26
AI SCORE 8.5

Remote Tax Project Manager - Lead Strategic Initiatives

$90K–$120K/year
RemoteProfessional Services
Project Management•CRM•Hubspot•Clio•Financial Management•Oracle EPM•Stakeholder Management•Operational Efficiency

About the Role

We're seeking a Remote Tax Project Manager to lead strategic initiatives and ensure the successful execution of tax-related projects. In this role, you will collaborate with cross-functional teams to enhance operational efficiency and drive project success. As a Remote Tax Project Manager, you'll play a crucial role in managing stakeholder expectations and delivering high-quality results.

What You'll Do

  • Oversee tax project lifecycles from inception to completion, ensuring adherence to timelines and budgets.
  • Collaborate with stakeholders to define project scope, objectives, and deliverables.
  • Utilize CRM tools like HubSpot and legal software such as Clio to streamline project management processes.
  • Implement strategies for operational efficiency and digital asset management.
  • Facilitate transparent communication across teams to foster collaboration and engagement.
  • Monitor project performance and provide regular updates to leadership and stakeholders.
  • Identify risks and develop mitigation strategies to ensure project success.
  • Support the growth of team members through mentorship and leadership opportunities.

Requirements

  • 3-5 years of experience in project management, preferably in a tax or financial services environment.
  • Strong understanding of financial management and Oracle EPM.
  • PMP certification is a plus.
  • Excellent communication and leadership skills.
  • Proficient in project management software and CRM tools.
  • Ability to manage multiple projects simultaneously and meet deadlines.
  • Experience in stakeholder management and strategy consulting.
  • Knowledge of e-commerce and healthcare sectors is advantageous.

Nice to Have

  • Experience with digital asset management.
  • Familiarity with operational efficiency methodologies.
  • Previous experience in a leadership role.

What We Offer

  • Flexible work hours and location, allowing for a healthy work-life balance.
  • Transparent communication across the firm, fostering a collaborative environment.
  • Opportunities for professional development and growth into leadership roles.
  • Competitive salary and benefits package.
  • Supportive team culture focused on innovation and excellence.
Why This Job8.5 of 10

This Remote Tax Project Manager role offers a unique opportunity to lead strategic initiatives in a flexible work environment. With competitive compensation and growth potential, it's an attractive position for experienced project managers.

Salary Range
Required
0/1
Optional
0/1
Bonus
0/1

Who Will Succeed Here

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Proficient in CRM tools like HubSpot and Clio, with a strong ability to integrate them into project workflows to enhance stakeholder engagement and operational efficiency.

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Self-motivated and detail-oriented, capable of managing multiple tax-related projects remotely, while maintaining clear communication and accountability with cross-functional teams.

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Demonstrated experience in financial management and Oracle EPM, with a strategic mindset focused on optimizing project outcomes and driving continuous improvement in tax operations.

Learning Resources

→Project Management Basicscourse
→Oracle EPM Cloud Documentationguide
→Maximizing Efficiency with HubSpot CRMarticle

Career Path

Remote Tax Project Manager - Lead Strategic Initiatives(Now)→Tax Program Director(1-2 years)→Chief Operations Officer (COO)(3-5 years)

Market Overview

Market Size 2024
$8.5B
Annual Growth
12.5%
AI Adoption in Project Management
45%
Investment in Project Management Tools
+30%
Labour Demand for Project Managers
+20%
Avg Salary for Project Managers
$95K

Skills & Requirements

Required
Project ManagementCRMHubspot
Growing in Demand
Agile MethodologiesData AnalyticsChange Management
Declining
Waterfall Project ManagementMicrosoft Project

Domain Trends

Rise of AI in Project Management
AI tools are increasingly being integrated into project management processes, with 45% of organizations reporting the use of AI for task automation and predictive analytics.
Increased Focus on Remote Collaboration Tools
The demand for remote collaboration tools has surged, with a 60% increase in usage among project teams, driven by the shift to remote work.
Emphasis on Financial Management Integration
Organizations are prioritizing the integration of financial management software with project management tools, with 35% of companies investing in platforms like Oracle EPM to enhance operational efficiency.

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