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

About the role

EY's Financial Services EY EDGE practice, part of the FSO, offers comprehensive and specialized tax assistance tailored to the unique needs of clients in the real estate, hospitality, and construction industries. This role involves delivering and managing tax compliance and consulting work for clients, ensuring timely and accurate completion of tasks such as partnership taxation, REITs taxation and qualification, partnership allocations, and tax compliance.

Responsibilities

• Consult with clients and escalate 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.
• Lead projects and work independently, with guidance in only the most complex situations.
• Support effective long-term client relationships by demonstrating knowledge of the real estate, hospitality, and construction industry, communicating with client tax liaisons, client administration teams, and client trust officers to gather required information, 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.
• 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.

Skills and Attributes

• 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.
• Experience managing multiple work assignments, team members and deadlines simultaneously.
• Ability to lead projects and work independently, with guidance in only the most complex situations.
• Specialized depth and/or breadth of expertise in 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.
• Knowledge of the real estate, hospitality, and construction industry.
• Excellent teaming, leadership, organizational, and verbal/written communication skills.