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

EY; San Jose (CA); Remote; USD 90,000 - 150,000; Full time

Job summary

An established industry player is seeking a Tax Senior Manager to join their dynamic FSO team. This role offers an exciting opportunity to work with a diverse range of clients in the financial services sector. You will analyze complex tax operations, develop strategies, and provide valuable insights while supervising a motivated team. With a focus on collaboration and open communication, you will thrive in an inclusive culture that values your unique perspective. If you're passionate about solving complex challenges and enhancing your reputation as a professional advisor, this position is perfect for you.

Benefits

Health coverage

Pension

401(k)

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-the-minute tax advice to clients.
• Supervise a motivated team and ensure their success.

Skills

Analyzing complex tax operations

Identifying opportunities and risks

Staying updated on market trends

Developing clear strategies

Researching clients’ business operations

Supervising a motivated team

Education

Bachelor’s degree in Accounting, Finance, Business

CPA or licensed Attorney

Certified member of the Institute for Professionals in Taxation

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

The exceptional EY experience — it's yours to build.

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

We are a leader in serving the global financial services marketplace, with a dedicated business unit for this industry—the Financial Services Organization (FSO). Our focused approach and bold ambitions have positioned us at the forefront of industry changes, working with clients from venerable institutions to innovative new entrants across Banking, Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality, and Construction. Our purpose is to foster a financial services industry where institutions are trusted and thrive, supporting a healthy, growing, and secure global economy. If you are passionate about solving complex challenges collaboratively, consider joining our dynamic FSO team.

The opportunity

As a Tax Senior Manager, you will gain firsthand experience of the financial services industry, focusing on 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, as no two days are the same. Your clients will rely on your up-to-the-minute tax advice, delivered within a highly collaborative culture that values open communication and shared knowledge.

Skills And Attributes For Success

• Analyzing complex tax operations to provide meaningful business insights
• Identifying opportunities and risks, and communicating these effectively to clients
• Staying updated on market trends to maintain credibility as a trusted advisor
• Developing clear strategies to enhance clients’ tax activities
• Researching clients’ business operations and building lasting relationships to tailor advice
• Supervising a motivated team, ensuring they have the skills and opportunities to succeed

Minimum Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or related field
• CPA, licensed Attorney, or a certified member of the Institute for Professionals in Taxation
• 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
• Technical writing and research skills in tax
• Ability to prioritize multiple complex projects
• Strong influencing skills and confidence to challenge existing processes

Preferred Qualifications

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

What We Look For

We seek proactive individuals who are eager to improve and possess strong software skills capable of handling complex data. If you aim to enhance your reputation as a professional advisor, this role is ideal.

What We Offer

Our comprehensive compensation and benefits package rewards performance and recognizes your value. Salary ranges vary by location, with additional benefits including health coverage, pension, 401(k), paid time off, and flexible work arrangements. We promote continuous learning, leadership development, and a diverse, inclusive culture where everyone’s voice matters.

We accept applications on an ongoing basis. If you meet the criteria, please contact us promptly.

EY is committed to building a better working world, fostering trust through assurance, and helping clients grow and transform globally.