Tax Director

Requisition ID # 162379 

Job Category: Accounting / Finance 

Job Level: Director/Chief

Business Unit: Customer & Enterprise Solutions

Work Type: Hybrid

Job Location: Oakland

Department Overview

Enterprise Business Processes is a cross-functional organization that is leading PG&E’s Propel program, a major business and technology modernization program to unlock customer value by simplifying the way we work together. Propel will migrate PG&E to the new version of SAP, S/4HANA, seizing this unique opportunity for PG&E to standardize business processes, clean the technology core, and enable innovation for breakthrough change across Engineering, Operations, Finance, Supply Chain, Human Resources, and Information Technology. Through a phased approach, Propel will implement process standardization, operating model changes, data improvements, SAP, and other technology applications with a focus on incrementally improving business capabilities and delivering value. Enterprise Business Processes is comprised of multi-disciplinary coworkers with deep functional and industry expertise to design and implement end-to-end business processes and technology solutions following industry leading practices. The team partners closely with IT and external partners to work collaboratively with many stakeholders to adopt standard processes and maximize use of out-of-the-box proven technology solutions to meet business needs. Each role in this department offers immense career growth potential and a once-in-a lifetime opportunity to accelerate the outcomes of our True North Strategy and deliver for our customers. 

Project Overview

Propel is a PG&E program that will lead our migration to the new version of SAP: S/4 HANA. The transition from our current version of SAP, set to expire in 2027, provides a unique opportunity to standardize end-to-end processes, clean our technology core, and enable modernization and innovation across the company.  The scope of the project includes our business processes across finance, work and asset management, supply chain, and human resources.

For Finance, in scope are our Record to Report and Forecast to Plan major processes where we are looking to build future processes by streamlining, automating, and integrating end-to-end processes not only across Finance, but across all other relevant areas such as work and asset management, supply chain, and human resources.

Currently, we recently began the Enterprise Design phase (an integrated and coordinated design phase that works across all areas of scope listed above) where we will create a process-driven, detailed outline of how S/4HANA will look across PG&E's business and application landscape. Following the Enterprise Design phase, we plan to launch Propel in four scheduled releases. This staged approach will allow us to learn from each release and make improvements. The specific order we're following will help us minimize business risk and day-to-day coworker impacts. 

Reporting Relationship:  This position reports to the Director Propel Record to Report.  It is an individual contributor role.

Position Summary

The Tax Chief role will be instrumental in leading the design, testing, integration, automation and implementation of PG&E’s tax processes of the future.  Design topics include, but are not limited to, the following: 

• Ensure tax sensitive data integrity is properly maintained and available throughout the tax life cycle 

• Deep dive into all significant tax processes to understand and determine best solutions for the processes in the new environment 

• Work with tax teams to develop the best design for tax data, analysis and automation ensuring accuracy and proper control 

• Ensure proper integration with PowerPlan tax modules and other platforms commonly used by the tax department 

The successful candidate will work closely with their Systems Integrator (SI) counterpart to run various workshops with SMEs throughout Finance and the Enterprise to evaluate and decide upon key future state designs.  Workshop preparation will be a key activity entailing benchmarking with other Finance organizations and Utilities, laying out options and explaining the impact of those choices.  Ultimately the preparation work will enable the program to make quick and well-informed decisions.  The successful candidate will continue to maintain contacts and connections within the Finance Organization and will work closely with cross-functional project teams.  This individual must be curious; open to new ideas; execution-oriented; willing to speak up; able to keep workshop groups on topic and driving decisions; willing to push our SI partners for nothing but the best. 

This position is hybrid, working from your remote office and our Oakland General Office(OGO) Tues, Wed, and Thursdays of each week.

PG&E is providing the salary range that the company in good faith believes it might pay for this position at the time of the job posting. This compensation range is specific to the locality of the job. The actual salary paid to an individual will be based on multiple factors, including, but not limited to, specific skills, education, licenses or certifications, experience, market value, geographic location, and internal equity. Although we estimate the successful candidate hired into this role will be placed between the entry point and the middle of the range, the decision will be made on a case-by-case basis related to these factors.​ This leadership role is also eligible for an annual Short Term Incentive Plan (STIP), as well as the Long Term Incentive Plan (LTIP).

A reasonable salary range is:​ 

Bay Area Minimum:      $167,000       

Bay Area Maximum:     $284,000

Job Responsibilities

• Develops workshop materials to educate and guide SMEs to make well-informed decisions. 

• Co-leads and facilitates workshops with SI Partner, avoiding diversions and staying on topic. 

• Documents and critically reviews deliverable content. 

• Assists with developing and reviewing test scenarios and test scripts. 

• Participates as SME in workshops in other areas to ensure tax requirements are met and designs are analyzed for integration impacts. 

• Anticipates challenges and bottlenecks and is resourceful at developing and implementing innovative solutions. 

• Participates in benchmarking efforts, possibly including industry sessions and conferences, to learn/share best in class practices. 

Qualifications

Minimum:

• Bachelor’s degree or equivalent experience. 

• 10 years overall tax experience with a public company combined with Big Four experience including a minimum of five years of experience managing a research/planning and/or an audit process.

Desired: 

• Master’s degree preferred

• Experience in working in or implementing S4 

• Hands on experience in tax accounting, tax return compliance and tax fixed asset processes 

• Understanding of sales/use tax and property tax processes 

• PowerTax experience (tax module and tax repairs module) 

• In depth understanding of the regulatory process  

• Experience supporting various regulatory audits or intervenor data requests 

• Advanced data visualization (of structured and unstructured data) and presentation skills to effectively convey complex information to internal and external parties of various levels 

• Ability to work in a matrixed environment and a positive execution-oriented mentality 

• Advanced knowledge of Microsoft Project, Microsoft Excel, SharePoint, Teams, Office 360 

• Ability to comprehend complex systems to help drive strategic decision making, and to recommend operational improvements 

• Proficiency in writing and developing internal communications document 

• Familiarity with Lean or other process improvement methodologies 

• Experience with process mapping and developing process improvement solutions 

• Can work in dynamic and high pressure situations, leveraging strengths across the company/industry, removing barriers and supporting gaps.  

• Develops strategy and operational plans, communicates plan and monitors results for team and upper management.  

• Identifies, evaluates and communicates resolution of critical tax risks 

• Identifies and progresses ways to proactively create sustainable value for PG&E  

• Networks and proactively reaches out to other departments and organizations within the company/industry, outstanding interpersonal skills  

• Proven track record for managing projects and outstanding organizational and people skills 

• Demonstrates ability to clearly and concisely communicate (oral and written) technical issues to upper management and those who may not have tax knowledge  

• Demonstrates excellent analytical, strategic and critical thinking skills  

• Able to lead department and company wide initiatives of the highest complexity and impact  

• Outstanding interpersonal skills, working with people, cross functional teams  

• Inspires, encourages, and builds trust and partnerships among cross functional teams 

Leadership Qualities

PG&E expects its leaders to conduct themselves with the highest ethics and integrity and to embody specific leadership qualities.

Strategic Mindset

• Sees ahead to future possibilities and translates them into breakthrough strategies.
• Operates effectively, even when things are not certain, or the way forward is not clear.

A Leader in the Community and Industry

• Effectively builds formal and informal relationship networks inside and outside the organization.
• Anticipates and balances the needs of multiple stakeholders.

Demonstrates Safety Leadership

• A safety champion in words and deeds with respect to both employee and public safety.
• Creating and maintaining a speak up culture free of retaliation.

Influences and Inspires

• Using various- communications that convey a clear understanding of the needs of different audiences.
• Maneuvering comfortably through complex policy, process, and people-related dynamics.

Optimizes Team Performance

• Building teams with a strong identity that apply their diverse skills and perspectives to achieve common goals.
• Creating a climate where people are developed and motivated to do their best to help the organization.

Values Inclusion and Respects Individual Differences

• Recognizing the value that different perspectives and cultures bring to an organization.

Fiscally Responsible

• Interpreting and applying understanding of key financial indicators to make better business decisions.
• Planning and prioritizing work to meet commitments aligned with organizational goals.

Leads Ethically and in a Compliant Manner

• Sponsoring and sustaining a high integrity speak-up corporate culture which prioritizes safety, compliance, and ethics.
• Building on necessary level of industry, company, and subject-matter expertise, including laws and regulations.

Provides a High Level of Customer Service

• Building strong customer relationships and delivering hometown, customer-centric solutions.