Jobs · Finance · Oregon

Financial Services - Global Compliance and Reporting - Real estate -Tax Services Manager-EDGE

EY · Portland, OR · 2 wk ago
On-siteFinance$105k–$192k/yrFull-time

About the role

EY's Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. The practice operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.

Responsibilities

  • Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution
  • Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables
  • Ability to lead projects and work independently, with guidance in only the most complex situations
  • Incumbent has specialized depth and/or breadth of expertise
  • Support effective long-term client relationships by demonstrating your knowledge of the real estate, hospitality, and construction industry. Communicate with client tax liaisons, client administration teams, and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting
  • Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics
  • Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors
  • Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations
  • Provide effective leadership, formal and informal feedback, and coaching to team members

Requirements

  • Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
  • Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry
  • Broad exposure to real estate tax technical and transaction skills, including partnership taxation, REITs taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring
  • Experience managing budgets, people, and projects
  • Excellent teaming, leadership, organizational, and verbal/written communication skills
  • Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney

Qualifications

  • Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed
  • Experience presenting in client conversations regarding complex or difficult topics
  • Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations
  • Ability to manage multiple work assignments, team members and deadlines simultaneously

Skills and attributes for success

  • Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed
  • Experience presenting in client conversations regarding complex or difficult topics
  • Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations
  • Ability to manage multiple work assignments, team members and deadlines simultaneously

Pay

The base salary range for this job in all geographic locations in the US is $104,600 to $191,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $125,400 to $217,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.

Schedule

Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year.

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