Lead Engagement Manager

Corporation Service Co Chicago , IL 60602

Posted 2 months ago

Corptax is a market leader in leading-edge commercial tax software and process solutions . Through our unique ERP solution, we unlock the value of the tax function, transforming it into a center of insight and efficiency. For more than 35 years, Corptax has supported the evolving tax needs of the world's most recognizable and sophisticated organizations. We provide solutions to a multitude of Fortune 1000 firms, including more than 50% of the Fortune 500 and nine out of the top 10.


  • Manage customer projects, including project scoping, process re-engineering, delivery of designed solution, quality control of results, staff, invoicing and receivables, status reporting and overall customer satisfaction

  • Design and manage day-to-day work plan activities on engagements and accounting processes, including audit, reconciliation and bookkeeping

  • Act as the day-to-day client point person

  • Manage project plan for both on-site/off-site activities/opportunities while focusing on delivering work remotely

  • Manage engagement profitability deliverables/milestones and budget

  • Prepare status reports for implementation projects covering a wide range of subject matter, including federal and state income tax compliance systems as well as tax provision systems, and review them with client and Corptax management

  • Rresponsible for the profitability of assigned engagements to ensure that all project related financial activities are completed on a timely basis

  • Participate in sales and marketing activities

  • Provide feedback to management to ensure compliance with all corporate professional policies

  • Develop training plans and train consultants

  • Lead special projects within the Professional Services team.


  • Bachelor's degree in accounting, finance, engineering or related field (willing to accept foreign education equivalent) as well as five years of accounting or finance experience or, alternatively

  • A master's degree and three years of experience as noted above

  • Experience must include: accounting processes, including audit, reconciliation and bookkeeping; income tax accounting and financial statement provisioning; client facing presentation or training delivery

  • Client engagement and project management

Special notes

  • Position requires frequent travel to various client sites within the US including to Corptax's headquarters (75+%)
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Lead Engagement Manager

Corporation Service Co