Tax Operations Leader — Global Financial Services

EY; Milwaukee (WI); Remote; USD 103,000 - 189,000; Full time

Benefits offered by this job

Hybrid or flexible work options

Total Rewards package including health

Paid time off

Job summary

EY EDGE practice focuses on US and global tax information reporting and withholding engagements across financial services sectors. You will lead a tax operations team, drive data prep, reporting, and client communications, and help ensure high-quality deliverables in a dynamic environment.

The role requires 8+ years of operational delivery, CPA/EA or attorney credentials, and strong leadership, communication, and analytical skills. A hybrid work model and comprehensive rewards are offered.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
• 8+ years of operational delivery experience
• 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
• Exceptionally strong organization, process and people management 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 and manage data preparation, aggregation, reporting, filings and other related activities
• Coordinate day-to-day interactions with clients and monitor KPIs across work streams
• Develop internal team members and manage engagement economics
• Escalation and resolution with visibility to leadership
• Ensure standardized processes for tax operations and coordinate training as needed
• Support client internal and external audits with documentation of current processes
• Demonstrate performance improvements via KRIs and KPIs for management
• Manage service quality and engagement risk
• Understand business financials to keep work on budget
• Leverage standard technologies to drive efficiency and quality
• Act as a counsellor and coach for tax professionals and manage performance
• Travel 20% or less
• Provide leadership and coordinate daily work across multiple workstreams
• Lead engagements and guide junior staff
• Present complex information clearly to leadership

Skills

Leadership

Communication

Multitasking

Analytical skills

Problem solving

Education

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

Tools

Excel

Word

PowerPoint

Tax accounting systems

Job description

EY EDGE practice focuses on US and global tax information reporting and withholding engagements across financial services sectors. You will lead a tax operations team, drive data prep, reporting, and client communications, and help ensure high-quality deliverables in a dynamic environment.

The role requires 8+ years of operational delivery, CPA/EA or attorney credentials, and strong leadership, communication, and analytical skills. A hybrid work model and comprehensive rewards are offered.