Financial Services - Customer Tax Operations and Reporting - Tax Services Manager - EDGE
About the role
The opportunity is to serve as a lead of a tax operations team focusing on US and global tax information reporting and withholding matters. The role involves managing operations team, overseeing data preparation, report submission, and ensuring compliance with IRS and FATCA regulations. The team works on complex tax information reporting and withholding engagements across various financial services sectors.
Responsibilities
- Lead the tax operations team and manage day-to-day interactions with clients
- Manage and monitor team's work, progress reporting, workload, quality, and utilization/overtime distribution
- Escalate and resolve issues, and provide visibility to leadership
- Implement and maintain standardized processes and procedures for tax operations
- Support client internal audits and external audits
- Develop and introduce efficiencies through production of KRI's and KPI's
- Ensure service quality and manage engagement risk
- Track and manage out-of-scope efforts and client billable hours
- Leverage standard technologies and processes to drive efficiency and quality of deliverables
- Act as a counselor and coach, developing a team of tax professionals
- Communicate effectively and manage relationships with clients and team members
Requirements
- 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 certification
- Strong analytical and problem-solving skills
- Strong data analysis capabilities
- Ability to prioritize and handle multiple assignments
- Experience managing a production line team
Skills
- Leadership in financial areas of specialization
- Operational skills and tax technical skills
- Change management and operations/process improvement experience
- Leadership skills and proven skills in developing employees
- Excellent oral and written communication skills
- Exceptional organization, process, and people management skills
- Proficiency in Microsoft products and tax accounting systems
Benefits
Base salary range for this role in the US is $103,100 to $188,900. The base salary range for New York City Metro Area, Washington State, and California (excluding Sacramento) is $123,800 to $214,900. Individual salaries are determined based on a variety of factors including education, experience, and location.
Pay
The base salary range for this role in the US is $103,100 to $188,900. The base salary range for New York City Metro Area, Washington State, and California (excluding Sacramento) is $123,800 to $214,900. Individual salaries are determined based on a variety of factors including education, experience, and location.
Schedule
Most people in external, client-serving roles are expected to work together in person 60% of the time over the course of an engagement, project, or year. Employees are also granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support their physical, financial, and emotional well-being.