Tax Senior - Financial Services Organization - Tax Technology & Transformation

Iris Software; New York (NY); On-site; USD 114,000 - 180,000; Full time

Job summary

Join a leading financial services organization as a Senior Tax Technology Consultant. This role involves enhancing tax function performance, leveraging technology solutions, and working on a variety of impactful projects. Ideal candidates will possess strong leadership and problem-solving skills, along with relevant industry experience.

Benefits

Medical and dental coverage

401(k) plans

Flexible vacation policy

Paid time off options

Professional development opportunities

Qualifications

• Must have a minimum of 2 years of relevant work experience.
• Knowledge of tax functions and technology is crucial.
• Certifications like CPA or PMP are required.

Responsibilities

• Identify and improve operational effectiveness in tax functions.
• Assess risks and control environments related to tax technology.
• Develop and implement custom tax applications.

Skills

Leadership

Problem Solving

Analytical Skills

Communication

Project Management

Education

Bachelor’s degree in Accounting, Finance, Information Systems

Master’s degree in Accounting, Tax Technology, Management Information Systems

Tools

Microsoft Power BI

Microsoft Office VBA

SQL Server

Job description

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all. The exceptional EY experience. It's yours to build. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!

FSO Tax Technology and Transformation offers services to companies in response to the impact of existing and emerging technology, including the growing data burden that many businesses face, driving efficiencies to create a cost-effective tax function and the need to understand how to make data an asset. The underlying objective of the combined offerings is to help businesses navigate the digital age of tax transparency alongside new trends in tax compliance and tax audit methods, as well as helping to solve the most pressing challenges that businesses face. Tax Technology and Transformation is composed of the following services:

• Digital tax transformation
• Tax applications-as-a-service
• Tax data management and improvement
• Tax analytics and reporting enhancement
• Emerging tax technology, including robotic process automation (RPA), artificial intelligence (AI), blockchain, cloud solutions, data lake development and business intelligence innovation
• Tax technology program mobilization
• Custom tax technology application development and deployment
• Tax technology strategy and road mapping
• Direct and indirect tax systems implementation and configuration
• Post-transaction (M&A) tax function operational services
• Tax operating model transformation, including process improvement, risk and controls
• Tax function assessments

The Opportunity

Our FSOTax Technology and Transformationpractice will give you the opportunity to further develop your skills while assisting our financial services clients in dealing with the operational challenges that their world class tax functions are facing today. You will be working with clients to improve the operational effectiveness and efficiency of their tax functions and assist them to better connect with executive

management.

This is an area that has seen plenty of recent growth and investment – and you will see that reflected in your career. The field of taxation is constantly changing as new laws, regulations and technologies are created, and this is your opportunity to be part of that development.

Your Key Responsibilities

Depending on the needs of our clients and your work experience, there are many different types of projects you could be working on; identifying ways to improve operational effectiveness in tax functions, reviewing the process and controls that are in place including technology, looking at effectiveness of the various technology systems our tax clients use to increase automation and data quality throughout tax processes, assessing the overall risk to establish a proper control environment; designing and building custom tax applications. As a Senior, you would be working with leadership as a part of these exciting and impactful projects. In addition, you will be required to:

• Understand key tax processes, technology, data, analytics, and risks/controls
• Establish relationships with peers and effectively balance projects across teams
• Support a team in planning and executing internal and external projects
• Grow technical skills and business knowledge through training and hands-on experience

Based on projects and your location, this role may require travel. Some employees in this role travel between30-80% of the time.

Skills and Attributes for Success

• Have an interest and experience in improving the performance of tax functions, the demonstrated ability to team with and motivate others, and willingness to develop meaningful and influential relationships with clients and colleagues

• Taking ownership of assigned tasks and monitoring them until completion, including documenting requirements, configuration, testing, debugging, project profitability, and tax systems and process configuration

• Strong leadership ability, attention to detail, problem-solving skills, analytical abilities
• Identifying ways to automate manual tasks using existing financial or tax systems and emerging technologies
• Ability to work on deliverables from offshore teams (as needed) to deliver projects to time, cost and quality requirements
• Consolidating tax data to make analysis and planning more efficient
• Improving reporting capabilities to enhance our clients’ ability to evaluate risk and capitalize on opportunities
• Desire and demonstrated ability to provide leadership within a team

To qualify for therole, you must have

• A bachelor’s degree in Accounting, Finance, Information Systems, Economics and/or a master’s degree in Accounting, Tax Technology, Management Information Systems, or Computer Science or related field and a minimum of 2 years of related work experience
• You are required to have one of the following certifications, or the ability to obtain one of these certifications when you join EY: CPA, JD, Six Sigma Green/Black Belt and/or Project Management Professional “PMP”; Master’s degree in Accounting, Tax, Business Administration, Finance, Computer Science, Information Systems or Engineering; Certain other certifications accepted, please inquire for additional details
• Exposure to the financial services industry, accounting/finance/tax, tax or finance performance improvement, tax software development and/or implementation
• A strong interest in technology and its use in business processes
• Excellent communication and business writing skills
• Demonstrated ability to capture and synthesize business requirements
• A natural flair for problem solving and an entrepreneurial approach to work
• Strong organizational and time management skills, with exceptional client-serving consulting skills

Ideally, you may also have

• Experience in project management
• Experience implementing third-party direct or indirect tax systems (such as ONESOURCE, CorpTax, Vertex, Avalara, Longview, etc.)
• Microsoft Office VBA development
• Microsoft Power BI suite, including Power Pivot, Power Query, Power View and Power Map
• Knowledge and experience in the design and development of databases (specifically SQL Server)
• Experience with developing ETL solutions using SSIS or other tools
• ERP experience, including SAP and/or Oracle
• SharePoint development
• Experience managing large, multidisciplinary projects that impact tax (e.g., ERP implementations, tax co-sourcing engagements, finance transformations)

What We Look For

We are looking for knowledgeable technical professionals that are proactive and self-motivated who have a willingness to learn new skills and approaches to challenges that our clients are facing in today's climate. You will need to be an analytical thinker and problem solver whohas the ability tocome up with innovative solutions.

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 range for this job in all geographic locations in the US is $95,600 to $157,900. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $114,700to $179,400. 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.

• 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.

EY accepts applications for this position on an on-going basis. If you can demonstrate that you meet the criteria above, please contact us as soon as possible. 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. For those living in California, please click here for additional information.

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, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at [e-mail].