Tax Manager - Financial Services - Customer Tax Operations and Reporting

EY; Los Angeles (CA); On-site; USD 128,000 - 236,000; Full time

Job summary

An established industry player is seeking a skilled Tax Manager to join their Financial Services Office. This role focuses on Customer Tax Operations and Reporting, offering the opportunity to work on complex tax compliance issues. As a trusted advisor, you will interpret IRS regulations, conduct analyses, and support technology development. The company promotes a diverse and inclusive culture, with a commitment to continuous learning and leadership development. If you are passionate about tax advisory and looking to advance your career, this role is perfect for you.

Benefits

Medical insurance

Dental insurance

401(k) plan

Paid time off

Flexible work arrangements

Qualifications

• 5+ years of relevant tax experience required.
• Licensed attorney, CPA, or equivalent certification preferred.

Responsibilities

• Interpret IRS codes and draft guidance.
• Conduct gap analyses and develop business requirements.
• Engage in technical analysis and process improvements.

Skills

IRS codes and regulations

Writing skills for policies and procedures

Effective communication

Creative problem-solving

Leadership qualities

Education

Bachelor's degree

JD, LLM in Taxation, MST

Job description

Tax Manager - Financial Services - Customer Tax Operations and Reporting

Join us at EY as a Tax Manager - Financial Services - Customer Tax Operations and Reporting.

Overview

We are seeking a skilled Tax Manager to join our Financial Services Office, focusing on Customer Tax Operations and Reporting (CTORS). This role can be based in NY (primary), IL, CA, MA, TX, WA, NJ, CT, VA.

About EY

EY is a leader in serving the global financial services marketplace with a dedicated business unit, the Financial Services Organization (FSO). We work with a diverse range of clients to reshape the industry, ensuring a trusted and flourishing financial ecosystem. Join our dynamic team to solve complex challenges and develop your career.

The Opportunity

Our Business Tax Advisory practice offers you the chance to focus on US tax information reporting & withholding matters across financial sectors. You will work on challenging engagements involving non-resident alien withholding, FATCA, CRS, and other global compliance initiatives. As you grow, you'll become a trusted advisor, mentored by top tax professionals.

Your Responsibilities

• Interpret IRS codes and regulations; draft guidance and analyze data
• Conduct gap analyses and develop business requirements
• Prepare documentation, presentations, and flowcharts
• Engage in technical analysis, process improvements, and proposal responses
• Support technology development and staff training

Skills & Attributes

• Strong understanding of IRS codes and regulations
• Excellent writing skills for policies and procedures
• Effective communication and multitasking abilities
• Creative problem-solving and critical thinking
• Team-oriented with leadership qualities

Minimum Qualifications

• Bachelor's degree; JD, LLM in Taxation, MST preferred
• At least 5 years of relevant tax experience
• Licensed attorney, CPA, or equivalent certification

Preferred Qualifications

• Participation in industry groups such as SIFMA, ABA, IIB
• Experience with tax reporting under Chapters 3, 4, and 61

What We Offer

Competitive salary range: $128,200 - $235,100 (US-wide); higher in NYC, WA, CA. Benefits include medical, dental, 401(k), paid time off, and flexible work arrangements. We promote continuous learning, leadership development, and a diverse, inclusive culture.

Application Details

We accept applications on an ongoing basis. If you meet the criteria, contact us promptly. EY is committed to equal opportunity and providing accommodations for applicants with disabilities.