Financial Services - Customer Tax Operations And Reporting - Tax Services Manager - edge

Tax Services Manager – Financial Services Office – Customer Tax Operations And Reporting (CTOR)

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry. If you have a passion for rallying together to solve complex challenges, then come join our dynamic financial services team!

Our business tax advisory practice gives you the opportunity to focus on U.S. tax information reporting & withholding matters. You will work in a group environment on challenging information reporting and withholding engagements across all financial services sectors. We offer the specialization in assisting clients with mission-critical operational tax issues and customer reporting issues. Specifically, our experienced practitioners work across tax and operations to deliver advice and support throughout the project lifecycle. You will work closely with colleagues to assist clients in understanding relevant tax rules and implementing changes to their operations, processes and systems. The CTOR team works on challenging information reporting and withholding engagements in the financial services, banking, insurance, and multinational sectors. As you progress within EY and our CTOR tax team, you will become a trusted business advisor to your clients.

Your key responsibilities include interfacing daily with superiors, peers and subordinates and clients on large and small CTOR projects. This could include interpreting IRS Code and Regulations, drafting guidance, data analyzation and requirements development that help clients translate and implement these rules. You may conduct a gap analysis of the current state of clients' policies, procedures and systems and write business requirements. You will be part of a team that prepares documentation including presentations and flow charts. You will be involved in technical analysis, process improvement and respond to requests for proposals from clients. You will also get the opportunity to support the development of innovative technology solutions, as well as train and manage staff located in remote delivery centers.

To qualify for the role, you must have at a minimum a bachelor's degree from an accredited college/university and J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) preferred. A minimum of 5 years of relevant tax consulting or tax operational experience is required. Be a licensed attorney, CPA, Project Management Professional, Six Sigma, Lean or equivalent certification or a certified member of the Institute for Professionals in Taxation or have the ability to obtain one of these designations. We are interested in candidates with strong organizational skills and a proven record of multitasking and working effectively across multiple projects and deadlines. Successful candidates also possess great communication and leadership skills and thrive in an exciting and growing team environment.

At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. Join us in our team-led and leader-enabled hybrid model. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis.