Financial Services - Customer Tax Operations and Reporting - Tax Manager
About the role
The opportunity is to join the Business Tax Advisory practice within EY’s Financial Services Organization (FSO). This practice focuses on US tax information reporting & withholding matters, particularly in the financial services, banking, insurance, and multinational sectors. Engagements include FATCA, cost basis reporting, and CRS-related global compliance and reporting initiatives.
Responsibilities
- Interpret IRS Code and Regulations
- Write policy and procedure documents
- Conduct gap analyses and write business requirements
- Prepare documentation including presentations and flow charts
- Perform technical analysis and process improvements
- Respond to client requests for proposals
- Support the development of innovative technology solutions
- Train and manage remote staff
Requirements
- A Bachelor's degree from an accredited college/university
- A minimum of 5 years of relevant tax consulting or tax operational experience
- A license as a licensed attorney or CPA
Qualifications
- A J.D., LL.M. in Taxation, or MST preferred
- A demonstrated interest in tax information reporting and withholding work in Chapter 3, Chapter 4, and Chapter 61
Skills and Attributes
- Ability to read and interpret IRS Code, regulations, and instructions
- Strong writing skills for policy and procedure writing
- Ability to interface with all facets of the business
- Ability to multitask and manage projects
- Creative problem-solving and strong critical thinking skills
- Leadership and team collaboration skills
Pay
The base salary range for this role in the US is $128,400 to $235,300. For New York City Metro Area, Washington State, and California (excluding Sacramento), the range is $154,000 to $267,400.
Schedule
We offer a flexible vacation policy and a hybrid model where most people in external, client-serving roles work together in person 60% of the time over the course of an engagement, project, or year.