Federal Tax Services Manager - FSO - GCR/Insurance EDGE

EY; Cleveland (OH); Remote; USD 90,000 - 130,000; Full time

Job summary

EY is seeking a Federal Tax Services Manager to join their EDGE Insurance Tax practice. The role involves engaging in tax compliance projects, managing client relationships, and leading a team to deliver exceptional service. Candidates should have a strong background in tax, with at least 5 years of experience and relevant qualifications. EY offers competitive salaries, benefits, and a commitment to diversity and inclusion.

Benefits

Medical and dental benefits

401(k) and pension plans

Paid time off

Flexible work arrangements

Continuous learning opportunities

Qualifications

• At least 5 years of tax experience.
• CPA, EA, or licensed attorney required.
• Strong knowledge of ASC 740 and SSAP 101.

Responsibilities

• Consult with clients and manage expectations.
• Deliver and manage compliance and consulting services.
• Lead projects and manage engagement deliverables.

Skills

Tax Compliance

Client Consulting

Leadership

Problem Solving

Communication

Education

Bachelor's Degree in Accounting, Finance, Business Administration, Tax, Law, or 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 the 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 voice and perspective to help EY improve and grow. 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. We are a leader in serving the global financial services marketplace, with a dedicated business unit for this industry – the Financial Services Organization (FSO). Our focus is on building a trusted and thriving financial industry and a healthy, growing, and secure global economy. If you are passionate about solving complex challenges, consider joining our dynamic FSO team.

Our EY EDGE practice comprises professionals providing specialized tax technical services to US and global clients. EDGE stands for Exceptional Delivery and Growth Engine, reflecting our deep process and service delivery expertise that sets us apart in the marketplace.

The Opportunity

We are seeking a Manager to join our EDGE Insurance Tax practice. You will work with dedicated professionals in the insurance industry, engaging in dynamic tax compliance projects to enhance your tax technical expertise.

Your Key Responsibilities

• Consult with clients, escalate complex tax and relationship matters appropriately, coordinate efforts, and manage expectations regarding responses and resolutions.
• Deliver and manage compliance and consulting services to meet deadlines.
• Lead projects and work independently, seeking guidance only on the most complex issues.
• Possess specialized depth and/or breadth of tax expertise.
• Communicate effectively with client tax liaisons, trust administration teams, and officers to gather and share information, support decision-making, and ensure timely, accurate tax reporting.
• Support long-term client relationships and manage workflow efficiently.
• Manage engagement deliverables and team resources to ensure accurate and timely tax compliance services, managing engagement economics.
• Advise on complex tax matters, set expectations, coordinate daily activities, and assign tasks.
• Review staff work for accuracy, completeness, and compliance with laws and regulations.
• Provide leadership, feedback, and coaching to team members.

Skills and Attributes for Success

• Recognize and address problem areas to ensure timely and accurate tax work.
• Present effectively in client conversations on complex topics.
• Break down complex projects, analyze information, and develop client-centric solutions.
• Manage multiple assignments, teams, 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 returns such as 1120, 1120 PC, 1120 L, and consolidated group returns.

Preferred Qualifications

• Experience in state and local taxation, SEC experience, and team management.

What We Look For

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

What We Offer

Competitive salary and benefits, including medical, dental, pension, 401(k), paid time off, flexible work arrangements, and continuous learning opportunities. Salary ranges vary by location, with specific figures provided. We foster a diverse, inclusive culture where you can make a meaningful impact in your way.

We encourage applications on an ongoing basis. If you meet the criteria, contact us promptly. EY is dedicated to building a better working world, offering trust through assurance, helping clients grow, transform, and operate globally. We are committed to equal opportunity employment and providing reasonable accommodations for individuals with disabilities.