Federal Tax Services Manager - FSO - GCR/Insurance EDGE

EY; Hartford (CT); Remote; USD 89,000 - 164,000; Full time

Job summary

EY is seeking a Federal Tax Services Manager to join their EDGE Insurance Tax practice. This role involves managing tax compliance projects, overseeing audits, and providing exceptional client service. Candidates should have a Bachelor's degree, CPA certification, and at least 5 years of tax experience. EY offers a competitive salary, comprehensive benefits, and a commitment to continuous learning in a diverse environment.

Benefits

Health coverage

401(k)

Paid time off

Flexible work arrangements

Qualifications

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

Responsibilities

• Oversee financial statement audits and manage multiple projects.
• Deliver compliance and consulting services to meet deadlines.
• Advise on complex tax matters and manage client communications.

Skills

Problem-solving

Client presentation

Project management

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. Join us to create an exceptional experience for yourself and a better working world for all.

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

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

Our Financial Services EY EDGE practice consists of 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.

The opportunity

We are currently 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 knowledge.

Your Key Responsibilities

As a Services Manager, you will manage multiple tasks in a high-performing environment. Your responsibilities include overseeing financial statement audits, reviewing tax returns, and managing multiple projects to deliver exceptional client service to our Insurance clients.

Responsibilities Include

• Consult with clients, demonstrate professionalism, escalate complex tax and client relationship issues appropriately, coordinate efforts, and manage expectations regarding response and resolution timelines.
• Deliver and manage compliance and consulting services to meet deadlines.
• Lead projects and work independently, seeking guidance only in complex situations.
• Apply specialized expertise in your work.
• Manage communications with client tax liaisons, trust administration teams, and trust officers to gather information, share insights, and obtain necessary instructions for 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.
• 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 work.
• Experience presenting complex topics to clients.
• Skill in breaking down complex projects into manageable parts and developing client-centric solutions.
• 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 certification.
• 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 Forms 1120, 1120-PC, 1120-L, and consolidated returns.

Preferred Qualifications

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

What We Look For

Tax professionals committed to providing outstanding service to influential clients, using their experience as trusted advisors, and maintaining EY's reputation for excellence.

What We Offer

Competitive salary range ($89,400 - $163,800 nationwide; higher in NYC, Washington, CA), comprehensive benefits including health coverage, 401(k), paid time off, and flexible work arrangements. We promote continuous learning, leadership development, and an inclusive culture where everyone’s voice is valued.

We accept applications on an ongoing basis. If you meet the criteria, please contact us promptly.

EY is dedicated to building a better working world, providing trust through assurance, and helping clients grow and transform. We are committed to equal employment opportunity and providing accommodations for applicants with disabilities.