Financial Services - Customer Tax Operations and Reporting - Senior Manager
About the role
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.
Responsibilities
- Interpret IRS Code and Regulations
- Draft guidance
- Data analysis and requirements development
- Manage a team with their duties
- Prepare documentation including presentations and flow charts
- Technical analysis
- Process improvement
- Respond to RFP notices for clients
Requirements
- A Bachelor’s degree with an emphasis in Accounting, Finance or Economics; an advanced degree in Tax, Accounting, Business Administration, Finance or Law is highly desirable
- A minimum of 8 years of relevant tax consulting or tax operational experience
- Be a licensed attorney or CPA
- Be able to manage and direct the work of others
Qualifications
- Ability to read and interpret IRS Code, regulations and instructions
- Expertise in tax reporting/tax operations and corporate tax work experience
- Social Security processing and operations knowledge
- Strong writing skills for policy and procedure writing is a must
- Ability to interface with all facets of our business
- Project management capability
Skills and attributes for success
- Active participation in industry groups such as SIFMA, ABA, IIB
- The ability to understand and implement tax rules
- Chapter 3, Chapter 4 and Chapter 61 experience
Pay
The base salary range for this job in all geographic locations in the US is $150,400 to $343,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $180,500 to $390,500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.
Schedule
We offer a flexible vacation policy where 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.