Financial Services - Customer Tax Operations and Reporting - Tax Services Manager - EDGE

About the role

The EY EDGE practice offers opportunities to focus on US and global tax information reporting and withholding matters. You will work in a group environment on challenging tax information reporting and withholding engagements across all financial services sectors.

Responsibilities

• Serve as lead of tax operations team.
• Manage operations team by directing and coordinating day-to-day interactions with clients (as needed).
• Review key performance indicators by work stream.
• Drive delivery of services to meet deadlines and client expectations.
• Develop internal team members.
• Manage engagement economics.
• Manage all escalations and resolutions and provide visibility to leadership.
• Ensure consistent and standardized processes and procedures are implemented and in place for all tax operations and coordinate training as needed.
• Support client internal audits and external audits as needed to provide supporting documentation of current processes.
• Evidence performance and introduce efficiencies via production of the appropriate KRI's and KPI's for Management.
• Take responsibility for Service Quality, and manage opportunity and engagement risk for engagements.
• Understand the business financials that ensure work is accomplished on budget through review of team's out-of-scope efforts and client billable hours.
• Leverage the usage of standard technologies and processes while driving efficiency and quality of deliverables.
• Act as a counsellor and coach and develop a team of tax professionals and actively participate in their performance management.
• Travel 20% or less.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.
• Minimum of 8+ years of operational delivery experience.
• CPA, EA, or licensed attorney.
• Strong analytical and problem-solving skills.
• Strong data analysis capabilities.
• Ability to prioritize, handle and track multiple assignments.
• Strong operations skills, tax technical skills not a requirement.
• Experience managing a production line team.

Skills and Attributes

• Provide leadership (advising and providing direction) to others in financial areas of specialization while leading the coordination of daily work activities and review the most complex work of other teammates.
• Lead the coordination of daily work activities and review the most complex work of other teammates.
• Work independently, with leadership guidance in only the most complex situations.
• Make significant choices and decisions, without specific guidance or direction from leadership.
• Understand the business financials that ensure work is accomplished on budget through review of team's out-of-scope efforts and client billable hours.
• Use Microsoft products such as Excel, Word, and Power Point.
• Proficient using tax accounting systems.

Pay

$103,100 to $188,900

Schedule

Hybrid model, with most people in external, client serving roles expected to work together in person 60% of the time over the course of an engagement, project or year. Flexible vacation policy with time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support physical, financial, and emotional well-being.