Tax Manager - Financial Services - Customer Tax Operations and Reporting

Ernst & Young Advisory Services Sdn Bhd; Jericho (NY); On-site; USD 128,000 - 236,000; Full time

Job summary

Join a forward-thinking firm as a Tax Services Manager, where you'll leverage your expertise in US tax information reporting. This role offers the chance to work on complex tax operations and reporting engagements, primarily focusing on non-resident alien withholding and FATCA compliance. You'll collaborate with a talented team to provide innovative solutions and become a trusted advisor for clients in the financial services sector. With a commitment to diversity and inclusion, this dynamic environment supports your growth and success. If you're ready to make a meaningful impact, this is the perfect opportunity for you.

Benefits

Continuous learning opportunities

Flexible work tools

Leadership coaching

Diverse and inclusive culture

Qualifications

• 5+ years of relevant tax consulting or operational experience required.
• Must be a licensed attorney, CPA, or hold equivalent certification.

Responsibilities

• Interface with clients on CTORS projects and interpret IRS Code.
• Conduct gap analyses and prepare documentation including presentations.

Skills

Ability to read and interpret IRS Code

Strong writing skills

Project management capability

Creative problem solving

Strong critical thinking

Ability to multitask

Education

Bachelor's degree

J.D. or LL.M. in Taxation

Master's in Taxation (MST)

Tools

IRS Code and Regulations

Job description

Location: New York

Other locations: Anywhere in Country

Requisition ID: 1527089

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.

Tax Services Manager – Financial Services Office – Customer Tax Operations and Reporting Services (CTORS): This position could be located in NY (primary), IL, CA, MA, TX, WA, NJ, CT, VA.

Our Business Tax Advisory practice gives you the opportunity to focus on US tax information reporting & withholding matters. You will work in a group environment on challenging information reporting and withholding engagements across all financial services sectors. We offer the specialization in assisting clients with mission-critical operational tax issues and customer reporting issues. Specifically, our experienced practitioners work across tax and operations to deliver advice and support throughout the project lifecycle. You will work closely with colleagues to assist clients in understanding relevant tax rules and implementing changes to their operations, processes and systems. The CTORS team works on challenging information reporting and withholding engagements in the financial services, banking, insurance, and multinational sectors. These engagements will primarily focus on non-resident alien (NRA) withholding and reporting (IRC Sections 1441 to 1446), Foreign Account Tax Compliance Act ( FATCA), and domestic withholding and reporting matters. You can expect to work on engagements dealing with the FATCA, cost basis reporting, and various other global compliance and reporting initiatives, such as the Common Reporting Standard (CRS). As you progress within EY and our CTORS tax team, you will become a trusted business advisor to your clients.

Your key responsibilities

• You will interface daily with superiors, peers and subordinates and clients on large and small CTORS projects. This could include interpreting IRS Code and Regulations, drafting guidance, data analyzation and requirements development that help clients translate and implement these rules.
• You may conduct a gap analysis of the current state of clients’ policies, procedures and systems and write business requirements.
• You will be part of a team that prepares documentation including presentations and flow charts.
• You will be involved in technical analysis, process improvement and respond to requests for proposals from clients.
• You will also get the opportunity to support the development of innovative technology solutions, as well as train and manage staff located in remote delivery centers.

Skills and attributes for success

• Ability to read and interpret IRS Code, regulations and instructions
• Strong writing skills for policy and procedure writing is a must
• Ability to interface with all facets of our business
• Ability to multitask and project management capability
• Creative problem solving, strong critical thinking
• Ability to drive success as both an individual contributor and team member.

To qualify for the role, you must have at a minimum

• A Bachelor's degree from an accredited college/university and J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) preferred
• A minimum of 5 years of relevant tax consulting or tax operational experience
• Be a licensed attorney, CPA, Project Management Professional, Six Sigma, Lean or equivalent certification or a certified member of the Institute for Professionals in Taxation or have the ability to obtain one of these designations

We are interested in candidates with strong organizational skills and a proven record of multitasking and working effectively across multiple projects and deadlines. Successful candidates also possess great communication and leadership skills and thrive in an exciting and growing team environment.

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 $128,200 to $235,100. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $153,900 to $267,100. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

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.

EY is an equal opportunity, affirmative action employer providing equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at [e-mail]