Federal Tax Services Manager - FSO - GCR/Insurance EDGE

EY; Birmingham (AL); Remote; USD 89,000 - 164,000; Full time

Job summary

Join EY as a Federal Tax Services Manager, where you'll lead tax compliance projects in the insurance sector. This role emphasizes client relationships, team management, and delivering high-quality tax services while ensuring compliance with regulations. EY offers a supportive culture and comprehensive benefits.

Benefits

Medical and Dental Coverage

Pension

401(k)

Paid Time Off

Flexible Work Arrangements

Continuous Learning Opportunities

Qualifications

• At least 5 years of Tax experience.
• CPA, EA, or licensed attorney required.

Responsibilities

• Consult with clients and manage expectations.
• Deliver compliance and consulting services.
• Lead projects and manage team resources.

Skills

Problem Solving

Client Communication

Project Management

Education

Bachelor's Degree in Accounting

Bachelor's Degree in Finance

Bachelor's Degree in Business Administration

Bachelor's Degree in Tax

Bachelor's Degree in Law

Bachelor's Degree in Economics

Job description

Federal Tax Services Manager - FSO - GCR/Insurance EDGE

Join to apply for the Federal Tax Services Manager - FSO - GCR/Insurance EDGE role at EY.

Location: Anywhere in Country

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 yourself. We value your unique voice and perspective to help EY improve. Join us to create an exceptional experience for yourself and contribute to a better working world.

EY emphasizes high ethical standards and integrity among its employees, expecting all candidates to demonstrate these qualities.

We are a leader in serving the global financial services marketplace, with a dedicated business unit for the industry—the Financial Services Organization (FSO). Our focus and bold ambition position us at the forefront of industry changes, working with a range of clients from established institutions to innovative newcomers across Banking, Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality, and Construction. Our purpose is to foster a trustworthy, flourishing financial industry and a healthy, growing, and secure global economy. If you are passionate about solving complex challenges collaboratively, consider joining our dynamic FSO team.

Our Financial Services EY EDGE practice comprises professionals providing specialized tax technical services to US and global clients. EDGE stands for Exceptional Delivery and Growth Engine, operating in a technical environment with deep process and service delivery expertise that sets EY apart in the marketplace.

The Opportunity

We are currently seeking a Manager to join our EDGE Insurance Tax practice. Working with dedicated professionals in the insurance sector, you will engage in dynamic tax compliance projects to enhance your tax technical expertise.

Your Key Responsibilities

• Consult with clients, demonstrate professional discretion, escalate complex tax and client relationship issues to senior management, coordinate efforts, and manage expectations regarding response and resolution timelines.
• Deliver and oversee compliance and consulting services to meet client deadlines.
• Lead projects and work independently, seeking guidance only in complex situations.
• Possess specialized depth and/or breadth of expertise.
• Manage communications with client tax liaisons, trust administration teams, and trust officers to gather information, share insights, and obtain necessary instructions or authorizations for timely, accurate tax reporting.
• Support long-term client relationships and manage workflow effectively.
• Manage engagement deliverables and team resources to ensure timely, accurate tax compliance services while managing engagement economics.
• Advise on complex tax matters, set expectations, coordinate daily activities, and assign tasks to staff and seniors.
• Review and evaluate staff work for accuracy, completeness, and compliance with relevant laws and regulations.
• Provide leadership, feedback, and coaching to team members.

Skills and Attributes for Success

• Ability to identify and address problem areas to ensure timely, accurate tax returns, research, and projects.
• Experience presenting complex topics in client discussions.
• Skill in breaking down complex tax projects, analyzing information, and developing client-centric solutions compliant with laws and regulations.
• Ability to manage multiple assignments, team members, and deadlines simultaneously.

Minimum Qualifications

• Bachelor's Degree in Accounting, Finance, Business Administration, Tax, Law, or Economics with at least 5 years of Tax experience.
• CPA, EA, or licensed attorney.
• Strong knowledge of ASC 740 and SSAP 101.
• Experience supporting income tax audits and working with insurance companies and C Corporations.
• Experience preparing and reviewing 1120, 1120 PC, 1120 L, and consolidated group returns.

Preferred Qualifications

• Experience with state and local taxation and SEC matters.
• Proven team management experience.

What We Look For

Tax professionals committed to delivering outstanding service to influential clients, using their experience and trusted advisor status to uphold EY’s reputation for excellence.

What We Offer

Comprehensive compensation and benefits, including a salary range of $89,400 to $163,800 (or higher in certain regions), medical and dental coverage, pension, 401(k), paid time off, flexible work arrangements, and a culture of continuous learning, leadership, diversity, and inclusion.

EY is committed to equal employment opportunities and providing reasonable accommodations for individuals with disabilities or veterans.