Tax Manager - Tax and Finance Operate (TFO) - various locations

Ernst & Young Advisory Services Sdn Bhd; San Francisco (CA); Hybrid; USD 123,000 - 214,000; Full time

Job summary

Join a forward-thinking firm where you can shape your future with confidence. As a Manager in the Tax and Finance Operate team, you will play a vital role in helping clients navigate their global compliance and reporting obligations. This position offers the opportunity to work with high-profile clients, leveraging innovative technology to drive process improvements and efficiencies. With a focus on team collaboration and exceptional client service, you will develop into a trusted advisor while being mentored by industry leaders. Embrace the chance to make a significant impact in a dynamic and inclusive environment.

Benefits

Medical and Dental Coverage

Pension and 401(k) Plans

Flexible Vacation Policy

Paid Time Off Options

Winter/Summer Breaks

Qualifications

• Minimum of five years of related work experience.
• Approved technical certification or CPA license preferred.

Responsibilities

• Establish relationships with clients and deliver exceptional service.
• Manage global tax processes and related technology.

Skills

Analytical Skills

Problem-Solving Skills

Leadership Skills

Communication Skills

Time Management

Education

Bachelor's Degree in a Related Field

Tools

Microsoft Excel

Job description

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Other locations: Anywhere in Region

Date: May 7, 2025

Requisition ID: 1604768

Location: San Francisco, San Jose

At EY, we’re all in to shape your future with confidence.

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

US – Tax – National Tax - Tax and Finance Operate (TFO) and Global Operations – Implementation and Transition – Manager

The EY Tax and Finance Operate (TFO) practice serves high-profile, national, and multinational clients, providing a range of domestic and international transactional tax planning services and tax-related advisory services.

Our TFO practice provides the processes, technology, and people for functional outsourcing, enabled by leading-edge technology and client platforms. Our quality service and technical network enable you to help clients reduce inefficiencies, mitigate risk, and drive process improvement within their tax and finance functions. We believe that, by managing clients' tax obligations, we can make a critical difference, and you'll be at the center of this mission.

The opportunity

Our TFO/GO team works with clients to manage their global compliance and reporting obligations proactively and responsibly. Our services including global bookkeeping, statutory accounting and reporting, direct tax compliance and accounting, indirect tax compliance, payroll, and tax controversy.
TFO/GO is supported by our industry-leading Global Tax Platform (GTP) which is redefining how accounting and tax operate and how we serve our clients.
We operate as advisors to our client's Finance and Tax leaders and play this critical role as their managed services provider. Our high growth practice attracts the interest of our largest, most complex clients as well as mid-market clients looking to focus their accounting and tax resources on other priorities.

The implementation and transition team uses a standard global TFO methodology to provide clients with an integrated, end-to-end service that unlocks the full potential of the tax function across the entire life cycle.

We are seeking high-performing managers and leaders. As part of this role, you will be mentored by nationally recognized professionals (including the firm's most senior executives) and develop into a trusted business advisor for EY's Clients. This directly aligns to EY's mission statement of building a better working world.

Your key responsibilities

Your role will focus on establishing relationships with client personnel at appropriate levels while working to consistently deliver exceptional client service across the implementation and transition of the global tax processes and related technology. Additionally, you may be tasked with the management of the various processes within the global TFO engagement, including:

Teaming across service lines and technical specialties, and country teams

Developing and executing integrated (cross-services) implementation and transition workplans

Mobilizing global delivery capability and standardized process implementation

Implementing and transforming the tax operating model (people, process, technology, data), governance structure and reporting protocols

Monitoring progress, managing risk, maximizing operational efficiencies, and making sure that key stakeholders are kept informed about progress and expected outcomes

Working with client and global EY team to set the strategy for the successful transfer of Managed Services to EY from the client, including standing up operational processes

Working with client and global EY team to develop the implementation scope of services and approach related to moving the function(s) from the client environment to EY. This includes but is not limited to knowledge transfer, technology and tool implementation, identification of data requirements, process changes and day 1 readiness criteria

Managing the operating governance structure and reporting protocols comprising of global implementation management, tax data operations and commercial management

Skills and attributes for success

Strong ability to foster an innovative and inclusive team-oriented work environment

Strong ability to understand business challenges and translate them into value-add solutions

Strong analytical and problem-solving skills

Strong leadership and teaming skills and ability to work with minimal guidance

Strong written and verbal communication skills and presentation skills

To qualify for the role, you must have:

A bachelor's degree in a related field and a minimum of five years of related work experience

Approved technical certification, CPA license or membership to state Bar or progress to attaining those mentioned

Strong team, project, and people management skills with an ability to work under tight deadlines

Strong analytical, interpersonal, and written/verbal communication skills, as well attention to detail and an entrepreneurial approach to work

Effective organization and time management skills with the ability to work under pressure and adhere to project deadlines

Ability to lead global virtual and on-site teams, mentor counselees and manage client-serving business

Strong proficiency and a high level of comfort working with new and emerging technologies

Strong organizational and time management skills with a demonstrated ability to capture and synthesize business requirements

Commercial management of contract, budget and change management

Ideally, you'll also:

Demonstrate professionalism through a positive and cooperative attitude and by maintaining the confidential and proprietary nature of client relationships and related work products

High-level understanding of the various compliance and reporting services with a preferred deep understanding of one or more

Take ownership of tasks and have the proper judgment to make critical decisions

Have a strong ability to work under pressure and adhere to strict deadlines

Contribute to the overall success of the team by developing a thorough understanding of EY methodologies and tools to enhance implementation and transition, keep team members informed of work status, actively seek assignments when unassigned, challenge traditional procedures used in the past, and attempt to find new approaches and opportunities for process improvement

Coach/mentor junior team members to help EY continue to build an inclusive culture and high-performing teams

Have advanced Microsoft Excel skills and program management experience

What we look for

We are seeking to identify high-potential managers to deliver exceptional client service and enable the continued growth of our practice.

What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learnmore .

• 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 $102,600 to $188,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $123,100to $213,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
• Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
• Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an on-going basis.

For those living in California, please click here for additional information.

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

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