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

About the role

The Customer Tax Operations and Reporting (CTORS) team works on challenging information reporting and withholding engagements in the financial services, banking, insurance, and multinational sectors. These engagements will primarily focus on non-resident alien (NRA) withholding and reporting (IRC Sections 1441 to 1446), Foreign Account Tax Compliance Act (FATCA), and domestic withholding and reporting matters as well as non-US indirect taxes, such as foreign transaction taxes, stamp duty, and value-added taxes.

Responsibilities

• Serve as lead of tax operations team.
• Responsible for actioning all team escalations related to data preparation, data aggregation, report preparation, report submission, filings and other various reporting activities for tax information reporting and transaction taxes.
• Manage operations team by directing and coordinating day-to-day interactions with clients (as needed), reviewing key performance indicators by work stream, driving delivery of services to meet deadlines and client expectations, developing internal team members, and managing engagement economics.
• Manage and monitor team's work, progress reporting, workload, quality and utilization/overtime distribution across the team.
• Responsible for all escalation and resolution 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.
  • A 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 for Success

  • 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.
  • This position requires a keen focus on the performance of multiple tax operations workstreams and coordination with both domestic and international delivery team leads.
  • Works independently, with leadership guidance in only the most complex situations.
  • Has the authority to make significant choices and decisions, without specific guidance or direction from leadership.
  • Works with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
  • Excellently strong organization, process and people management 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.

  Pay

  $103,100 to $188,900 base salary range for all geographic locations in the US.

  Schedule

  Flexible vacation policy, 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.