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 CPA or Attorney

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
• Creative problem-solving and strong critical thinking skills
• Excellent organizational and multitasking skills
• Leadership and communication skills