Tax Operations Leader - Global Financial Services

EY; Richmond (VA); Remote; USD 103,000 - 189,000; Full time

Benefits offered by this job

Medical & Dental

401(k) Pension

Paid time off

Job summary

EY is seeking a seasoned Tax Operations leader to oversee the Customer Tax Operations and Reporting (CTORS) team in the US. You will manage data preparation, reporting, and filings for cross-border and domestic tax operations across financial services clients.

The role emphasizes leadership, process improvement, and ensuring quality delivery while navigating complex NRA withholding rules and FATCA requirements. A strong background in accounting/tax and client service is essential.

Qualifications

• Bachelor’s degree required in a relevant field (Accounting, Finance, Business, Tax, Law or Economics).
• 8+ years of operational delivery experience in a professional services or financial services setting.
• CPA/EA or licensed attorney preferred.
• Strong analytical, data analysis, and problem-solving skills; proficient in Excel and tax systems.

Responsibilities

• Lead the tax operations team and coordinate data preparation, aggregation, reporting, and filings.
• Monitor KPIs across work streams and ensure on-time delivery and client satisfaction.
• Provide leadership, coaching, and performance management for team members.
• Oversee standardized processes and lifecycle accounting for tax operations.
• Support client audits with documentation of current processes and controls.
• Travel up to 20% as required.

Skills

Leadership

Data analysis

Communication

Tax operations

Process improvement

Change management

Project management

Education

Bachelor's degree in Accounting, Finance, Business Admin, Tax, Law, or Economics

Tools

Excel

Word

PowerPoint

Tax accounting systems

Job description

EY is seeking a seasoned Tax Operations leader to oversee the Customer Tax Operations and Reporting (CTORS) team in the US. You will manage data preparation, reporting, and filings for cross-border and domestic tax operations across financial services clients.

The role emphasizes leadership, process improvement, and ensuring quality delivery while navigating complex NRA withholding rules and FATCA requirements. A strong background in accounting/tax and client service is essential.