Tax Manager - Financial Services - Customer Tax Operations and Reporting

EY; Boston (MA); Hybrid; USD 128,000 - 236,000; Full time

Job summary

EY is seeking a Tax Manager for their Financial Services sector in Boston. This role involves managing tax projects, interpreting IRS codes, and mentoring staff while ensuring compliance with tax regulations. The ideal candidate will have a Bachelor's degree, relevant certifications, and extensive experience in tax consulting.

Benefits

Health coverage

Retirement plans

Generous paid time off

Flexible work arrangements

Ongoing learning opportunities

Qualifications

• 5+ years of relevant tax consulting or operational experience.
• Licensed attorney, CPA, or relevant certifications like PMP, Six Sigma.
• Strong understanding of tax rules and regulations.

Responsibilities

• Interface with clients and team members on tax projects.
• Conduct gap analyses and develop business requirements.
• Manage and mentor staff, including remote team members.

Skills

Tax rules

Writing skills

Project management

Multitasking

Education

Bachelor's degree

Advanced degrees preferred

Job description

Tax Manager - Financial Services - Customer Tax Operations and Reporting

Join us to apply for the Tax Manager - Financial Services - Customer Tax Operations and Reporting role at EY.

This position is primarily located in NY, IL, CA, MA, TX, WA, NJ, CT, or VA.

At EY, you’ll have the opportunity to build a unique career with global support, an inclusive culture, and cutting-edge technology to help you excel. We value your perspective and aim to foster a better working world.

About EY

EY is a leader in serving the global financial services marketplace, with a dedicated business unit - the Financial Services Organization (FSO). Our focus is to help build a trustworthy, thriving, and secure financial industry, working with a diverse range of clients across banking, capital markets, wealth and asset management, insurance, real estate, hospitality, and construction.

The Opportunity

Our Business Tax Advisory practice offers opportunities to focus on US tax information reporting & withholding matters, working on challenging engagements across financial services sectors. You will assist clients with operational tax issues, help interpret tax rules, and support process and system improvements, including global compliance initiatives like FATCA, CRS, and cost basis reporting.

Your Responsibilities

• Interface with clients and team members on tax projects, interpreting IRS codes and regulations.
• Conduct gap analyses, develop business requirements, and prepare documentation.
• Engage in technical analysis, process improvements, and support technology development.
• Manage and mentor staff, including remote team members.

Required Skills and Qualifications

• Bachelor’s degree (advanced degrees preferred), with 5+ years of relevant tax consulting or operational experience.
• Licensed attorney, CPA, or hold relevant certifications like Project Management Professional, Six Sigma, or membership in professional tax organizations.
• Strong understanding of tax rules, excellent writing skills, and ability to multitask and manage projects effectively.

Preferred Qualifications

• Active participation in industry groups such as SIFMA, ABA, IIB.
• Experience with tax information reporting, withholding, and related regulations.

What We Offer

Competitive salary range: $128,200 - $235,100 (varies by location and experience). Our benefits include health coverage, retirement plans, generous paid time off, flexible work arrangements, and ongoing learning opportunities.

We promote a hybrid work model, encouraging in-person collaboration 40-60% of the time, along with flexible vacation policies to support your well-being.

Equal Opportunity

EY is committed to diversity and inclusion, providing equal employment opportunities and reasonable accommodations for individuals with disabilities or veterans.

Application Process

We accept applications on an ongoing basis. If you meet the criteria, we encourage you to apply promptly.