Client Solutions Manager Jobs in Appleton, WI (NOW HIRING)

Why Ryan?

• Hybrid Work Options

• Award-Winning Culture

• Generous Personal Time Off (PTO) Benefits

• 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)

• Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement

• Benefits Eligibility Effective Day One

• 401K with Employer Match

• Tuition Reimbursement After One Year of Service

• Fertility Assistance Program

• Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service

The Senior Consultant, Tax Technology partners primarily with internal stakeholders and also supports external clients to identify business challenges, analyze tax processes and systems, and design scalable solutions that improve operational efficiency and client value. This position performs requirements analysis, process design, data evaluation, extract, transform, and load (ETL) activities, solution configuration, testing, and documentation to support business and technology initiatives. The Senior Consultant uses tools such as Alteryx, Power BI, Databricks, Microsoft Power Platform, and other low-code/no-code technologies to deliver data-driven tax solutions while exercising independent judgment, mentoring team members, and contributing to high-quality client outcomes.

Duties and Responsibilities, as They Align to Ryan's Key Results

People

• Create a positive team experience through collaboration, accountability, and professional conduct.

• Provide guidance, mentorship, and training to junior team members on business analysis, data analysis, solution documentation, testing, and tax technology delivery practices.

• Review work products for accuracy, completeness, data integrity, and overall quality.

• Support cross-functional collaboration across internal teams, global counterparts, technology teams, tax subject matter experts, and client-facing delivery teams.

• Contribute to a culture of continuous improvement, knowledge sharing, and practical adoption of tax technology tools and solutions.

Client

• Interface directly with internal and external stakeholders to understand business needs, operational challenges, and system requirements.

• Translate business requirements into functional specifications and solution designs.

• Provide proactive status updates and maintain effective communication throughout project life cycles.

• Assist with data gathering, extraction, reconciliation, and analysis.

• Develop and deliver high-quality client documentation, reports, and presentations.

• Support resolution of client inquiries, technical questions, and service-related matters.

Value

• Analyze existing business and system processes to identify inefficiencies and improvement opportunities.

• Develop and document scalable business process and solution designs aligned to client objectives.

• Create, configure, implement, test, and support business and technology solutions based on defined requirements.

• Build, execute, and document test scenarios to ensure solution quality and performance.

• Assist in the development of project plans, timelines, and deliverables to ensure successful execution.

• Identify risks and escalate issues appropriately to support timely resolution.

• Contribute to operational excellence by delivering accurate, timely, and high-quality results.

Education and Experience

• Bachelor's degree in business, accounting, finance, information systems, computer science, technology, data analytics, or a related field; or an equivalent combination of education and professional experience.

• Minimum of three (3) years of experience in consulting, business analysis, tax technology, technology implementation, data analysis, extract, transform, and load (ETL) processes, process improvement, or a related professional services environment.

• Experience working in or supporting tax, finance, accounting, enterprise technology, or client solutions environments preferred.

• Demonstrated experience analyzing complex business processes, tax processes, data structures, and system requirements and translating them into actionable solutions.

• Experience supporting project delivery, including requirements gathering, documentation, data analysis, testing, stakeholder coordination, and implementation support.

• Experience with low-code/no-code tools, ETL processes, automation, data visualization, and reporting preferred.

• Proven ability to manage multiple priorities in a fast-paced, deadline-driven environment.

• Process, project management, tax technology, data, or analytics certifications, such as Six Sigma, Project Management Professional (PMP), Alteryx, Microsoft Power Platform, Power BI, or related certifications, are a plus.

Technical Skills

• Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and other Microsoft Office applications.

• Advanced Excel skills preferred, including data analysis, formulas, pivot tables, reconciliations, and reporting.

• Experience with ETL, data transformation, and low-code/no-code automation tools such as Alteryx required or strongly preferred.

• Experience with Microsoft Power Platform, Power BI, and other low-code/no-code ETL, automation, and data visualization tools preferred.

• Experience with Databricks, data lakes, data pipelines, notebooks, or cloud-based data platforms a plus.

• Working knowledge of data structures, data models, data mapping, querying concepts, relational databases, and reporting logic.

• Experience with Structured Query Language (SQL) or similar data querying languages preferred.

• Experience with transaction tax engines such as Vertex, OneSource, or Avalara, including configuration, data flows, testing, troubleshooting, and reporting.

• Experience integrating tax engines with enterprise resource planning (ERP) systems such as SAP, Oracle, or Microsoft Dynamics, with a strong preference for SAP, including S/4HANA and ERP Central Component (ECC).

• Familiarity with integrations across ERP, e-commerce platforms, billing systems, tax engines, third-party vendor software, and enterprise reporting platforms.

• Experience with application programming interfaces (APIs), system integrations, and data mapping concepts, including representational state transfer (REST), Simple Object Access Protocol (SOAP), JavaScript Object Notation (JSON), and Extensible Markup Language (XML).

• Working knowledge of tax data structures and reporting requirements for United States sales and use tax and/or international value-added tax (VAT).

• Experience building dashboards, reports, workflows, reconciliations, data validation routines, or automated data processes that support tax, finance, or operational decision-making.

• Experience with project management, software management, and collaboration tools such as Microsoft Project, Planner, Jira, Azure DevOps, Asana, ClickUp, or similar tools.

• Ability to quickly learn and adapt to new tax, data, reporting, automation, and technology platforms.

Certificates and Licenses

Valid driver's license required.

Supervisory Responsibilities

This position has no supervisory responsibilities.

Work Environment

• Standard indoor working environment.

• Long periods of sitting while working at a computer.

• Position requires regular interaction with employees at all levels of the Firm and vendors, both in person and via email and telephone.

• Independent travel requirements: up to 25%, depending on client.

Compensation Pay Transparency

• For certain California based roles, the base salary hiring range for this position is $86,500.00 - $114,125.00

• For other California based roles, the base salary hiring range for this position is $79,500.00 - $104,775.00

• For Colorado based roles, the base salary hiring range for this position is $75,500.00 - $99,825.00

• For Illinois based roles, the base salary hiring range for this position is $79,500.00 - $104,775.00

• For other Illinois based roles, the base salary hiring range for this position is $75,500.00 - $99,825.00

• For Maryland based roles, the base salary hiring range for this position is $75,500.00 - $99,825.00

• For Massachusetts based roles, the base salary hiring range for this position is $79,500.00 - $104,775.00

• For other Massachusetts based roles, the base salary hiring range for this position is $75,500.00 - $99,825.00

• For New Jersey based roles, the base salary hiring range for this position is $86,500.00 - $114,125.00

• For New York based roles, the base salary hiring range for this position is $86,500.00 - $114,125.00

• For other New York based roles, the base salary hiring range for this position is $72,000.00 - $95,150.00

• For Washington based roles, the base salary hiring range for this position is $79,500.00 - $104,775.00

Equal Opportunity Employer: disability/veteran

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