Senior Tax Controversy Advisor - Financial Services

EY; Charlotte (NC); Hybrid; USD 82,000 - 135,000; Full time

Job summary

EY in the United States is seeking a Senior Indirect Tax professional within the SALT group to advise on state and local tax issues for financial services clients. You will develop strategies, compliance frameworks, and deliver insights across a diverse client base.

You will work in a hybrid model with regular travel to client sites, mentor juniors, and collaborate across EY's global network. The role emphasizes technical tax knowledge, communication, and client relationships.

Qualifications

• Bachelor’s degree required 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.

Responsibilities

• Identifying 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.
• Contributing to the overall success of the team by developing a thorough understanding of EY methodologies and tools
• Challenging traditional procedures and finding new approaches to address complex tax matters
• Building client relationships and demonstrating your knowledge of the financial services industry
• Staying abreast of state and local tax developments and emerging trends within the marketplace
• As a Senior in Indirect Tax, you will coordinate work of junior colleagues and deliverables.

Skills

Tax research

Tax planning

Tax compliance

State & local tax

Client relationship management

Communication skills

Tax technology

Process improvement

Education

Bachelor’s degree in accounting, finance, or economics

Job description

EY in the United States is seeking a Senior Indirect Tax professional within the SALT group to advise on state and local tax issues for financial services clients. You will develop strategies, compliance frameworks, and deliver insights across a diverse client base.

You will work in a hybrid model with regular travel to client sites, mentor juniors, and collaborate across EY's global network. The role emphasizes technical tax knowledge, communication, and client relationships.