Senior Indirect Tax Controversy Advisor Financial Services

EY; Dallas (TX); Hybrid; USD 82,000 - 135,000; Full time

Benefits offered by this job

Medical and dental coverage

Pension and 401(k)

Paid time off

Flexible vacation policy

Hybrid work model

Job summary

EY is seeking a Senior Indirect Tax professional in the US to advise on state and local tax matters, manage compliance, and lead tax optimization initiatives for financial services clients. The role emphasizes collaboration, complex advisory work, and delivering high-impact outcomes across diverse engagements.

You will contribute to tax processes, support technology-driven improvements, and travel as required to serve external clients.

Qualifications

• Bachelor’s degree required (4-year degree) with emphasis in accounting, finance, or economics.
• Typically, no less than 2-4 years relevant experience.
• Demonstrated expertise in tax legislation and impact assessment.
• Experience in indirect tax refund and recovery review.
• Proficiency in tax planning and optimization.
• Knowledge of audit quality and remediation techniques.
• Ability to drive process improvement and optimization.
• Experience in operating model design and analysis.
• Familiarity with credit modelling.
• Understanding of data quality, accounting principles, and standards.
• Skills in risk mitigation and data analysis/interpretation.
• Knowledge of tax compliance and reporting requirements.
• Ability to use data visualization and storytelling to communicate insights.
• Experience with application and tool analysis.
• Awareness of sustainability drivers and mega trends.
• Ability to build and manage relationships.
• Demonstrated client trust and value.
• Strong communication skills with impact.
• Emotional agility and hybrid collaboration skills.
• Complex problem-solving and critical thinking abilities.
• Proven ability to drive outcomes and demonstrate learning agility.
• Commercial acumen and experience leading teams.
• Join us in our team-led and leader-enabled hybrid model.

Responsibilities

• Identify opportunities for tax optimization, credits, and refund recovery, as well as exposure reduction.
• Managing indirect tax strategies, compliance processes, remediation, controversies, and corrective filings.
• Supporting tax process reviews and technology transformation to enhance service offerings.
• Build client relationships and demonstrate knowledge of the financial services industry.
• Contributing to the overall success of the team by understanding EY methodologies and tools.
• Challenging traditional procedures and finding new approaches to address complex tax matters.
• Staying abreast of state and local tax developments and trends.

Skills

Tax knowledge

Multi-state tax

Client relationships

Communication

Hybrid collaboration

Education

Bachelor's degree in accounting/finance/economics

Job description

EY is seeking a Senior Indirect Tax professional in the US to advise on state and local tax matters, manage compliance, and lead tax optimization initiatives for financial services clients. The role emphasizes collaboration, complex advisory work, and delivering high-impact outcomes across diverse engagements.

You will contribute to tax processes, support technology-driven improvements, and travel as required to serve external clients.