Tax Services Manager - FSO - GCR/Insurance EDGE

EY; Chattanooga (TN); Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Tax Services Manager to lead dynamic tax compliance projects in the insurance sector. This role offers the opportunity to work with a dedicated team, providing exceptional client service while managing complex tax matters. You'll leverage your expertise to enhance client relationships and ensure compliance with tax laws. If you are passionate about solving intricate challenges and thrive in a high-performing environment, this position is perfect for you. Join a company that values diversity and continuous learning, and make a significant impact in the financial services industry.

Benefits

Medical Insurance

Dental Insurance

401(k)

Paid Time Off

Flexible Work Arrangements

Continuous Learning Opportunities

Qualifications

• 5+ years of tax experience with a Bachelor's in Accounting or related field.
• CPA, EA, or licensed attorney required.

Responsibilities

• Oversee financial statement audits and review tax returns.
• Manage client communications and ensure timely tax compliance.

Skills

Tax Compliance

Client Relationship Management

Problem Solving

Project Management

Education

Bachelor's Degree in Accounting

CPA or EA

Job description

Tax Services Manager - FSO - GCR/Insurance EDGE

Join to apply for the Tax Services Manager - FSO - GCR/Insurance EDGE 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 EY improve. Join us to create an exceptional experience for yourself and a better working world for all.

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 business unit for the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition position us at the center of industry-changing events, working with a range of clients from venerable institutions to dynamic new entrants across Banking, Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality, and Construction. Our purpose is to help build a trustworthy and flourishing financial services industry, supporting a healthy, growing, and secure global economy. If you are passionate about solving complex challenges, join our dynamic FSO team.

Our EY EDGE practice in Financial Services comprises professionals providing dedicated tax technical services to US and global clients. EDGE stands for Exceptional Delivery and Growth Engine, operating in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.

The opportunity

We are currently seeking a Manager to join our EDGE Insurance Tax practice. Working with dedicated professionals in the insurance industry, you will engage in dynamic tax compliance projects to enhance your tax technical expertise.

Your Key Responsibilities

As a Services Manager, you will manage multiple tasks in a high-performing environment. Your responsibilities include overseeing financial statement audits, reviewing tax returns, and delivering multiple projects to provide exceptional client service to our Insurance clients.

Responsibilities Include

• Consult with clients, demonstrating professional discretion by escalating complex tax and client relationship matters to senior management and subject-matter experts, coordinating efforts, and managing expectations regarding timing of responses and resolutions.
• Deliver and manage compliance and consulting services to meet deadlines for client deliverables.
• Lead projects and work independently, seeking guidance only in complex situations.
• Possess specialized depth and/or breadth of expertise.
• Manage communications with client tax liaisons, trust administration teams, and trust officers to gather information, share insights, and obtain necessary instructions for timely and accurate reporting.
• Support effective long-term client relationships and manage workflow efficiently.
• Manage engagement deliverables and team resources to ensure timely and accurate tax compliance service delivery, while managing engagement economics.
• Advise on complex tax matters, set expectations, coordinate daily activities, and assign tasks to staff and seniors.
• Review and evaluate staff work for accuracy, completeness, and compliance with tax laws and regulations.
• Provide leadership, feedback, and coaching to team members.

Skills and Attributes for Success

• Ability to identify problem areas needing escalation to ensure timely and accurate tax return completion.
• Experience presenting complex topics in client conversations.
• Ability to break down complex tax projects into manageable components, analyze relevant information, and develop client-centric solutions compliant with laws and regulations.
• Ability to manage multiple assignments, team members, and deadlines simultaneously.

Minimum Qualifications

• Bachelor's Degree in Accounting, Finance, Business Administration, Tax, Law, or Economics with at least 5 years of tax experience.
• CPA, EA, or licensed attorney.
• Strong knowledge of ASC 740 and SSAP 101.
• Income tax support for audits and experience with insurance companies and C Corporations.
• Experience preparing and reviewing 1120, 1120 PC, 1120 L, and consolidated group returns.

Preferred Qualifications

• Experience in state and local taxation, SEC, and team management.

What We Look For

Tax professionals committed to providing outstanding service to influential clients, using their experience and trusted advisor status to uphold our reputation for excellence.

What We Offer

Competitive compensation and benefits, including medical, dental, pension, 401(k), paid time off, flexible work arrangements, and a supportive culture emphasizing continuous learning, leadership, and diversity.

We accept applications on an ongoing basis. If you meet the criteria, apply promptly.

EY is dedicated to building a better working world, creating long-term value, and fostering trust through assurance, consulting, law, strategy, tax, and transactions. We promote diversity and provide accommodations for applicants with disabilities.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Other
• Industries: Professional Services