Tax Senior Manager - FSO - Indirect Tax, Credits & Incentives

EY; San Diego (CA); Remote; USD 133,000 - 306,000; Full time

Job summary

An established industry player is seeking a Tax Senior Manager to join their dynamic Financial Services Organization. This role offers the opportunity to engage with the evolving financial services landscape, providing strategic tax advice and insights to a diverse range of clients. As a key player in a collaborative team, you will analyze complex tax operations, mentor professionals, and develop long-term client relationships. With a competitive salary and a performance-based compensation package, this position is ideal for proactive individuals eager to enhance their professional reputation while contributing to a trusted financial services industry.

Benefits

Medical benefits

Dental benefits

401(k) plan

Paid time off

Flexible work arrangements

Qualifications

• 8+ years of experience in state and local Credits and Incentives tax processes.
• Proven excellence in a professional services or tax organization.

Responsibilities

• Provide up-to-date tax advice in a collaborative culture.
• Engage with evolving state and local tax environments.

Skills

Analyzing complex tax operations

Identifying opportunities and risks

Researching market trends

Developing strategic plans

Building long-term relationships

Supervising and mentoring

Education

Bachelor’s degree in Accounting, Finance, Business

CPA, licensed Attorney, or IPT certification

Tools

Microsoft Excel

One Source Tax Compliance Software

Corptax

Premium Pro

Job description

Tax Senior Manager - FSO - Indirect Tax, Credits & Incentives

Join to apply for the Tax Senior Manager - FSO - Indirect Tax, Credits & Incentives role at EY.

Location: Anywhere in Country

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. We value your unique voice and perspective to help us improve. Join us to create an exceptional experience for yourself and contribute to a better working world.

EY emphasizes high ethical standards and integrity among its employees, expecting all candidates to demonstrate these qualities.

We are a leader in serving the global financial services marketplace, with a dedicated Financial Services Organization (FSO). Our focus is on reshaping the industry, working with a range of clients from established institutions to new entrants across Banking, Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality, and Construction. Our purpose is to help build a trusted and thriving financial services industry, supporting a healthy, growing, and secure global economy. If you are passionate about solving complex challenges collaboratively, join our dynamic FSO team.

The opportunity

As a Tax Senior Manager, you will gain firsthand experience of the financial services industry by engaging with evolving state and local tax environments across banking, capital markets, insurance, and wealth and asset management clients.

Your Key Responsibilities

Expect a diverse range of projects and responsibilities. You will provide up-to-date tax advice, working in a collaborative culture that values sharing information and teamwork.

Skills And Attributes For Success

• Analyzing complex tax operations to provide meaningful insights
• Identifying opportunities and risks, communicating these effectively
• Researching market trends to maintain credibility as a trusted advisor
• Developing strategic plans to improve clients’ tax activities
• Building long-term relationships by understanding clients’ business operations
• Supervising and mentoring a team of professionals to reach their potential

Minimum Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or related field
• CPA, licensed Attorney, or IPT certification
• At least 8 years of experience in state and local Credits and Incentives tax processes
• Experience managing budgets, teams, and projects
• Proven excellence in a professional services or tax organization
• Strong research, technical writing, and prioritization skills
• Effective influencing skills and confidence to challenge existing processes

Preferred Qualifications

• Experience in professional services or in-house financial industry roles
• Proficiency with Microsoft Excel, One Source Tax Compliance Software, Corptax, or Premium Pro
• Coaching and mentoring experience
• Ability to adapt work style to internal and client teams

What We Look For

We seek proactive individuals who are eager to improve processes, possess strong software skills, and can handle complex data. If you aim to grow your reputation as a professional advisor, this role is ideal.

What We Offer

Our compensation package is performance-based, including a base salary range of $133,700 to $305,400 in the US, with higher ranges in certain regions. Benefits include medical, dental, pension, 401(k), paid time off, and flexible work arrangements. We promote continuous learning, leadership development, diversity, and inclusion.

We accept applications continuously. If you meet the criteria, please contact us promptly.

EY is committed to diversity and equal opportunity, providing reasonable accommodations for applicants with disabilities.