Tax Operations Lead — Global Financial Services

EY; San Jose (CA); Remote; USD 103,000 - 189,000; Full time

Job summary

EY EDGE offers the opportunity to focus on US and global tax information reporting and withholding engagements within the Financial Services Organization. Lead a tax operations team, coordinate data preparation and reporting, and drive timely deliverables for diverse financial services clients.

Ideal candidates hold a Bachelor’s degree in Accounting/Finance or related field, 8+ years of operational delivery, CPA/EA/attorney, and strong data analysis and leadership skills.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
• CPA, EA, or licensed attorney
• Ability to prioritize, handle and track multiple assignments
• Strong analytical and problem-solving skills
• Strong data analysis capabilities
• Ability to draft/design business requirements, process flow diagrams and rules matrices
• Change management, operations and process improvement experience
• Ability to identify improvement opportunities and actively engage in implementing improvements
• Demonstrated leadership skills and proven skills in developing employees
• Strong oral and written communication as well as presentation skills
• Excellent trouble shooting, execution and communication (written and verbal) skills
• Proficient using Microsoft products such as Excel, Word, and Power Point, Proficiency in tax accounting systems

Responsibilities

• Lead tax operations team. Direct and coordinate day-to-day interactions with clients and review KPI by work stream
• Drive delivery of services to meet deadlines and client expectations
• Coach and develop team members and manage engagement economics
• Provide visibility to leadership on status and issues
• Ensure standardized processes and procedures for tax operations

Education

Bachelor’s degree in Accounting/Finance/Business Administration/Tax/Law/Economics

CPA, EA, or licensed attorney

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

EY EDGE offers the opportunity to focus on US and global tax information reporting and withholding engagements within the Financial Services Organization. Lead a tax operations team, coordinate data preparation and reporting, and drive timely deliverables for diverse financial services clients.

Ideal candidates hold a Bachelor’s degree in Accounting/Finance or related field, 8+ years of operational delivery, CPA/EA/attorney, and strong data analysis and leadership skills.