BTS - GTRS - Manager

EY; Bengaluru; On-site; INR 2,800,000 - 5,200,000; Full time

Job summary

EY India is seeking a Tax Manager for Financial Services to lead International Tax, FATCA, CRS and QI engagements in a fast-paced, client-focused environment.

You will mentor teams, support business development, review registration filings, coordinate with APAC tax authorities and ensure compliance with EY standards. The role offers exposure to cross-border taxation across Banking, Insurance and Asset Management sectors.

Qualifications

• Degree in Accountancy or related disciplines.
• Minimum 9 years of experience in tax consulting in financial services.
• Experience reading and interpreting tax laws (FATCA, CRS and QI).
• Positive work attitude with strong interpersonal skills and teamwork.
• Ability to work in a fast-paced and changing environment.

Responsibilities

• Interface daily with superiors, peers and clients in Banking, Insurance and Asset Management on FATCA/ QI/ CRS.
• Lead and coach team members; assist partners and directors in business development.
• Review FATCA/CRS registrations and annual reporting; ensure accuracy.
• Coordinate engagement teams' schedules and deadlines; manage client deliveries.
• Liaise with APAC tax authorities to agree tax positions and handle regulatory inquiries.
• Prepare documentation including presentations and flow charts; respond to proposals.

Skills

Regulatory interpretation

Communication skills

Team leadership

Time management

Analytical skills

Education

Bachelor's degree in Accountancy or related disciplines

Job description

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.

Tax, Manager– Financial Services (Customer Tax Operation Reporting (CTOR) Information Reporting & Withholding) - preferably, Mumbai or Gurugram

Our tax practice revolves around helping our clients effectively manage their tax obligations proactively and responsibly. As part of a global team of 35,000 tax professionals in 150 countries, you will advise clients on planning, compliance and reporting wherever the client has needs. Our unwavering commitment to quality service and our technical networks enable you to help clients reduce inefficiencies, mitigate risk and improve opportunities within their tax functions. Groups (or, as we call them – sub-service lines) within Tax include Business Tax Services, Global Compliance and Reporting, Indirect Tax Services, International Tax Services, People Advisory Services (Mobility) and Transaction Tax Services.

With so many offerings, you have the opportunity to develop your career through a broad scope of engagements, mentoring and formal learning. That’s how we develop outstanding leaders who team to deliver on our promises to all of our stakeholders, and in so doing, play a critical role in building a better working world for our people, for our clients and for our communities. Sound interesting? Well this is just the beginning. Because whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.

The opportunity

As part of our Financial Services tax team, we’ll look to you for delivering value to our clients by developing innovative and integrated solutions to meet their growing needs. Providing a full range of services to clients including strategy and planning solutions and ideas as well as compliance services. In our friendly, collaborative environment, you’ll receive the support, formal training and coaching you need to progress quickly along the career path you choose.

Your key responsibilities

Starting from a solid International Tax, FATCA, CRS or QI technical knowledge base, you will interact with clients, lead and coach team members, assist partners & director in business development, create market visibility and ensure that projects are well managed. You will demonstrate a pro-active, client-oriented attitude, self-learning ability, team management and acumen of understanding client business.

• You will interface daily with superiors, peers and subordinates and clients in the Banking, Insurance and Asset Management sectors on issues relating to International Tax Transparency laws primarily focusing on FATCA / QI / CRS / Economic Substance.
• Provide guidance and handling of FATCA / QI / CRS questions and issues relating to Singapore, Hong Kong, Australia and the Asia Pacific region.
• Ability to do independent research and analysis on technical issues relating to FATCA/ QI/ CRS laws including the OECD.
• Research and explain the impact of the regulations to our clients.
• Preparing advise and recommendations for our clients based on deep tax technical and business knowledge and taking into account operational ease and risk mitigation concerns
• Coordinate engagement teams’ schedules and deadlines
• Coach staff members and share experience and knowledge with them.
• Lead and manage client assignments to ensure accurate and timely client delivery as per EY standards.
• Ensuring that all internal risk policies and compliances are adhered to.
• Review self-certification forms, W-series FATCA forms, guide or perform FATCA/CRS registrations and annual reporting.
• Monitor and assess the impact of tax reform/regulatory change impacting our clients.
• Support our advisory teams in delivering solutions and insights on the FATCA / CRS / QI regulatory impact on structures.
• Liaise with the Tax authorities of the APAC region to agree Tax positions or deal with regulatory audits and inquires.
• You will be required to monitor tax and regulatory updates pertaining to tax transparency and prepare alerts that could be used for business development and client updates;
• Work on technology related project relating to taxation matters;
• Assist Partners and Directors in business development, client presentations etc;
• 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 also.

Skills and attributes for success

• Ability to read and interpret regulations and commentaries
• Ability to work in a fast-paced and changing environment
• Excellent verbal and written communication skills
• Detail oriented while multi-tasking
• Possess initiative
• Positive work attitude, team player with strong interpersonal skills
• Teaming and team leadership

What we offer with this role

• Work-life balance relative to mainstream big4 tax consulting
• Widen your horizon by gaining exposure of various International Tax Transparency initiatives within the APAC
• Experience of working with clients and the team at EY APAC offices, as well as dealing with tax authorities in Hong Kong, Singapore, Australia, etc

To qualify for the role you must have

• A degree in Accountancy or related disciplines
• A minimum of 9 years work experience in tax consulting in financial services sector. Experience must involve reading and interpretation of tax laws (preferably, FATCA, CRS and QI), understanding of client’s business and requirements, application of the laws to the client and drafting of advice.
• Positive work attitude, team player with strong interpersonal skills
• Experience of team management and meeting stakeholder’s expectations.
• Ability to work in a fast-paced and changing environment
• Strong and motivated team player with ability to build effective relationships at all levels
• Expertise in time management, and the ability to adapt to change under pressure
• A highly collaborative approach to work

Ideally, you’ll also have

• Strong analytical and problem-solving skills.

What we look for

Highly motivated individuals with excellent problem-solving skills and the ability to prioritize shifting workloads in a rapidly changing industry. An effective communicator, you’ll be a confident team player that collaborates with people from various teams while looking to develop your career in a dynamic organization.

What working at EY offers

EY offers a competitive remuneration package where you’ll be rewarded for your individual and team performance. We are committed to being an inclusive employer and are happy to consider flexible working arrangements. Plus, we offer:

• Support, coaching and feedback from some of the most engaging colleagues around
• Opportunities to develop new skills and progress your career
• The freedom and flexibility to handle your role in a way that’s right for you

EY | Building a better working world

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

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