Tax Process Advisor - FSO Tax - Tax Tech - Trans - Manager - Multiple Positions - 1742256

EY; Irvine (CA); Hybrid; USD 180,000 - 210,000; Full time

Benefits offered by this job

Hybrid work model

Medical and dental coverage

Pension and 401(k)

Job summary

EY in Irvine, CA seeks a Manager-level Tax Process Advisor in Tax Technology & Transformation to lead tax process improvement and automation for financial services clients. You will configure tax tech apps, build Power BI solutions, and guide cross-functional teams on delivery and client service.

Join EY’s hybrid work model, apply your CPA or equivalent credentials, and drive value through analytics, automation, and innovative tax software solutions for complex reporting and planning needs.

Qualifications

• Bachelor’s degree in a related field and 5 years progressively responsible tax process improvement experience, or a Master’s degree with 4 years’ experience.
• 4 years of experience in tax/finance process improvement, with at least 1 year in financial services.
• 3 years in business process analytics and/or product management for tax tech solutions including ONESOURCE, Corptax, Sabrix, Vertex, MS SharePoint, PFI, or RPA.
• 2 years supervising teams on multiple projects with 2+ people.
• 2 years managing custom applications including Power BI, Visual Studio, VBA/VSTO, MS SharePoint, MS SQL Server, Power Automate, Power Apps or RPA.
• At least one of many certifications including CPA, CMI, CDPM, CPM, CFA, SAP, Azure, DevOps, Power Platform.
• Willingness to travel up to 50% domestically.

Responsibilities

• Provide tax process and tax technology services to financial services clients.
• Configure tax technology applications and automate workflows.
• Develop custom tax apps using Power BI, Visual Studio, VBA/VSTO, MS SharePoint, SQL Server, Power Automate, Power Apps or RPA.
• Monitor tasks, document requirements, test systems and drive process changes.
• Lead diverse teams and foster long-term client relationships.

Skills

Tax process improvement

Team supervision

Business process analytics

ERP and tax systems

Education

Bachelor’s degree in Accounting, Tax, Business Administration, Finance, Computer Science, Information Systems, Engineering or related field

Master’s degree in Accounting, Tax, Business Administration, Finance, Computer Science, Information Systems, Engineering or related field

Tools

ONESOURCE

Corptax

Sabrix

Vertex

MS SharePoint

PFI

RPA software

Power BI

Visual Studio

VBA/VSTO

MS SQL Server

Power Automate

Power Apps

Job description

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.

Tax Process Advisor, FSO Tax - Tax Technology & Transformation (Manager) (Multiple Positions) (1742256), Ernst & Young U.S. LLP, Irvine, CA.

Provide business tax services and tax technology services to help client financial services companies meet complex demands for direct tax reporting, compliance and planning. Review tax and finance processes for financial services clients by gathering business requirements, evaluating workflows and controls, analyzing tax and financial data, and identifying opportunities for tax technology automation/configuration and process improvement. Assist with the production of leading practice tax software solutions, and support and automate internal and external operations of multinational tax departments. Assist with the production of tax software solutions by configuring tax technology applications, supporting ERP and tax system integrations, and developing automated workflows. Develop custom tax applications and automation solutions for using Microsoft Power BI, Visual Studio, VBA/VSTO, Microsoft SharePoint, Microsoft SQL Server, Power Automate, Power Apps, and/or RPA software. Monitor assigned tasks until completion, including documenting requirements, configuration, testing, debugging systems, documenting and implementing process change and monitoring overall project profitability for financial services clients in the Insurance, Banking Capital Markets and Wealth and Asset Management industries. Identify ways to automate manual tasks using existing and emerging technologies. Consolidate tax data to make analysis and planning more efficient. Improve reporting capabilities to enhance our clients’ ability to evaluate risk and capitalize on opportunities.

Manage and motivate teams of professionals with diverse skills and backgrounds. Consistently deliver quality client services by monitoring progress. Demonstrate in-depth technical capabilities and professional knowledge. Maintain long-term client relationships and networks. Cultivate business development opportunities.

Full time employment, Monday – Friday, 40-45 hours per week, 8:30 am – 5:30 pm.

Minimum Requirements:

• Must have a Bachelor’s degree in Accounting, Tax, Business Administration, Finance, Computer Science, Information Systems, Engineering or a related field, and 5 years of progressive, post-baccalaureate work experience in tax process improvement. Alternatively, will accept a Master’s degree in Accounting, Tax, Business Administration, Finance, Computer Science, Information Systems, Engineering or a related field, and 4 years of work experience in tax process improvement.
• Must have 4 years of experience in tax or finance process improvement, with at least 1 year of experience dealing with financial services industry.
• Must have 3 years of experience in business process analytics and/or product management for tax technology solutions including at least one of the following: ONESOURCE, Corptax, Sabrix, Vertex, MS SharePoint, PFI, and/or RPA software.
• Must have 2 years of experience in supervising teams consisting of at least 2 people on multiple projects and providing direction to team members.
• Must have 2 years of experience with managing custom applications including at least one of the following: Microsoft Power BI, Visual Studio, VBA/VSTO, MS SharePoint, MS SQL Server, Power Automate, Power App, and/or RPA software.
• Must hold at least one of the following certifications/accreditations: Certified Digital Product Manager (CDPM); Certified Product Manager (CPM); Master's degree in Business Administration, Finance, Economics, Computer Science, Information Systems, Engineering, or Quantitative Economics; Certified Member of the Institute (CMI) for Professionals in Taxation; Certified Public Accountant (CPA) or foreign equivalent; US state Bar license or foreign equivalent; SAP Certified Professional; Certified SAFe Professionals; Chartered Financial Analyst (CFA); Vertex Certified Implementer; Thomson Reuters ONESOURCE Certified Implementer Program (CIP); Microsoft Azure or Azure AI Certified; Microsoft DevOps Engineer Certified; and/or Microsoft Power Platform Certified.
• Requires domestic travel up to 50% in order to serve client needs.
• Employer will accept any suitable combination of education, training, or experience.

What We Offer

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 for this job is $189,051.00 per year. 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.

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

The Exceptional EY Experience. It’s Yours To Build.

EY | Building a better working world

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.

Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.

EY is committed to providing reasonable accommodation to qualified individuals with disabilities, including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY’s Talent Shared Services Team or email SSC Customer Support at [e-mail].

This particular position at Ernst & Young in the United States requires the qualified candidate to be a "United States worker" as defined by the U.S. Department of Labor regulations at 20 CFR 656.3. You can review this definition at https://www.gpo.gov/fdsys/pkg/CFR-2011-title20-vol3/pdf/CFR-2011-title20-vol3-sec656-3.pdf at the bottom of page 750. Please feel free to apply to other positions that do not require you to be a "U.S. worker".