Federal Tax Services Manager - FSO - GCR/Insurance EDGE

Ernst and Young; Lansing (MI); On-site; USD 89,000 - 164,000; Full time

Job summary

An established industry player is seeking a dynamic Services Manager for their EDGE Insurance Tax practice. This role offers the opportunity to engage with a diverse range of clients in the insurance sector, overseeing tax compliance projects and leading a talented team. You will be responsible for delivering exceptional service, managing client relationships, and ensuring compliance with tax regulations. This innovative firm provides a supportive environment that encourages personal and professional growth, where your contributions will help shape the future of tax services. If you are passionate about tax and ready to take on new challenges, this opportunity is perfect for you.

Benefits

Flexible vacation policy

Comprehensive benefits package

Performance-based rewards

Qualifications

• 5+ years of tax experience with a focus on compliance and consulting.
• Strong knowledge of ASC 740 and SSAP 101 is essential.

Responsibilities

• Oversee financial statement audits and review tax returns.
• Manage multiple projects to deliver exceptional client service.

Skills

Tax Compliance

Project Management

Client Communication

Problem Solving

Leadership

Education

Bachelor's Degree in Accounting

Certified Public Accountant (CPA)

Enrolled Agent (EA)

Law Degree

Job description

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 you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all.

The exceptional EY experience. It's yours to build.

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.

The opportunity

We currently have an opportunity for you to join our EDGE Insurance Tax practice as a Manager. Working with dedicated professionals in the insurance industry, you will be involved in dynamic tax compliance projects to develop your tax technical knowledge.

Your key responsibilities

As a Services Manager, you will juggle multiple tasks in a high performing environment. You will oversee financial statement audits as well as review tax returns. You will also be responsible for delivering and managing multiple projects to continue to provide exceptional client service to our Insurance clients.

Responsibilities include

1. Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution.
2. Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables.
3. Ability to lead projects and work independently, with guidance in only the most complex situations.
4. Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting.
5. Support effective long-term relationships and manage workflow effectively with our clients.
6. Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics.
7. Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors.
8. Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations.
9. Provide effective leadership, formal and informal feedback, and coaching to team members.

Skills and attributes for success

1. Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed.
2. Experience presenting in client conversations regarding complex or difficult topics.
3. Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations.
4. Ability to manage multiple work assignments, team members and deadlines simultaneously.

To qualify for the role you must have

1. Bachelor's Degree in Accounting, Finance, Business Administration, Tax, Law, or Economics with a minimum of 5 years of Tax experience.
2. Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney.
3. Strong knowledge of ASC 740 and SSAP 101.
4. Income tax support for audits and income tax experience for Insurance companies as well as C Corporations.
5. At least 4 - 5 years of experience in preparing 1120, 1120 PC, 1120 L and consolidated group returns; experience reviewing these returns is a must.

Ideally, you'll also have

1. Direct experience in state and local taxation (e.g., state return compliance, state income tax accounting, state apportionment fundamentals).
2. SEC experience.
3. Proven experience in managing teams.

What we look for

We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.

What we offer

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. The base salary range for this job in all geographic locations in the US is $89,400 to $163,800. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $107,400 to $186,200. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.

Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances.

EY accepts applications for this position on an on-going basis. If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

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.

Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.