Tax Services Operations Lead — Global

EY; Hartford (CT); Remote; USD 103,000 - 189,000; Full time

Benefits offered by this job

Hybrid work model?

Medical and dental coverage

Pension and 401(k) plans

Paid time off options

Job summary

EY is seeking a seasoned Tax Operations professional to lead the Customer Tax Operations and Reporting (CTORS) engagements within the Financial Services Organization. The role focuses on NRA withholding, FATCA, and domestic withholding across banking, insurance, and asset management clients.

You will manage a delivery team, drive data preparation, reporting and escalation, coach staff, and ensure on-time, high-quality results while navigating complex regulatory requirements.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.
• A minimum of 8+ years of operational delivery experience.
• CPA, EA, or licensed attorney.
• Ability to prioritize, handle and track multiple assignments.
• Strong analytical and problem-solving skills.
• Strong data analysis capabilities.
• Ability to draft/design business requirements, process flow diagrams and rules matrices.
• Change management, operations and process improvement experience.
• Ability to identify improvement opportunities and actively engage in implementing improvements.
• Demonstrated leadership skills and proven skills in developing employees.
• Strong oral and written communication as well as presentation skills.
• Exceptionally strong organization, process and people management skills.
• Excellent trouble shooting, execution and communication (written and verbal) skills.
• Proficient using Microsoft products such as Excel, Word, and Power Point, Proficiency in tax accounting systems

Responsibilities

• Lead tax operations team and manage data preparation and reporting.
• Oversee operations team, status updates and issues.
• Monitor workload, quality and utilization across the team.
• Escalation and resolution with leadership visibility.
• Ensure standardized processes for tax operations.
• Support client audits with documentation.
• Evidence performance with KRIs/KPIs for management.
• Manage service quality and engagement risk.
• Understand business financials to ensure budget.
• Leverage standard technologies to drive efficiency.
• Counsel and coach team, participate in performance management.
• Travel 20% or less.

Skills

Strong analytical skills

Strong data analysis capabilities

Excellent troubleshooting

Communication skills

Leadership abilities

Education

Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics

CPA, EA, or licensed attorney

Tools

Excel

Word

PowerPoint

Tax accounting systems

Job description

EY is seeking a seasoned Tax Operations professional to lead the Customer Tax Operations and Reporting (CTORS) engagements within the Financial Services Organization. The role focuses on NRA withholding, FATCA, and domestic withholding across banking, insurance, and asset management clients.

You will manage a delivery team, drive data preparation, reporting and escalation, coach staff, and ensure on-time, high-quality results while navigating complex regulatory requirements.