Financial Services - State and Local Tax, Income Tax - Senior

We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info, no invention. Remove boilerplate (cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions). Must not include filler like "commensurate etc. Must not create Pay/Schedule/Benefits unless posting actually states them. The posting includes Pay: base salary ranges for various locations. So we can include a Pay section with that info. Benefits: they mention comprehensive compensation and benefits package, medical/dental, pension/401(k), paid time off, flexible vacation policy, etc. So Benefits section can be included. Schedule: not mentioned explicitly (no schedule details). So omit Schedule. We need sections: About the role (maybe intro paragraph). Responsibilities (list). Requirements/Qualifications (maybe combine). Skills (list). Benefits (list). Pay (maybe list ranges). Ensure we don't duplicate content. We need to extract substantive content. Let's parse the posting: Location list: New York, Jericho, Hoboken, Boston, Charlotte, Chicago, Houston, Dallas, Los Angeles, Irvine (maybe location bullet). Not a heading; we can include in a short paragraph maybe under About the role? Could be location info. The instruction: do NOT put Job ID/requisition numbers as headings — fold minor metadata into a short

or drop it. So location can be a short p. Intro: "At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Will you shape the future or will the future shape you?" That's fluff but maybe considered boilerplate? It's marketing but not boilerplate. Could be part of About the role. Then description of EY, FSO, SALT team, Tax Senior role. That's substantive. We need to preserve all substantive info; we can summarize? The instruction says "do NOT invent or summarize away detail." Means we should not omit details; we need to preserve all substantive information. However we can rephrase? Probably we should keep the content but can format as lists. We need to include responsibilities as list items. The posting includes many responsibilities repeated. We need to extract unique responsibilities. Let's list responsibilities from text: - Identifying opportunities for tax optimization, credits, and refund recovery, as well as exposure reduction. - Managing indirect tax strategies, compliance processes, remediation, controversies, and corrective filings. - Supporting tax process reviews and technology transformation to enhance service offerings. - Contributing to the overall success of the team by developing a thorough understanding of EY methodologies and tools - Challenging traditional procedures and finding new approaches to address complex tax matters - Building client relationships and demonstrating your knowledge of the financial services industry - Staying abreast of state and local tax developments and emerging trends within the marketplace - Contributing to the delivery of processes, solutions, and projects, applying sound judgment and selecting appropriate methodologies to inform recommendations. - Being accountable for meeting your own targets, which directly impact your immediate team, and may help coordinate the work of junior colleagues. - Defining and executing deliverables, tracking project status, and maintaining engagement economics reports. - Making decisions based on broad policies, applying personal knowledge and experience to resolve issues. - Implementing procedures and guidelines, often working on complex issues requiring in-depth evaluation. - Providing general guidance to others newer to the role or at a lower level. Also earlier: "Step into a pivotal role where you will advise on indirect tax regulatory changes and support compliance and reporting needs for both public and private entities. You’ll develop and implement strategies, operating models, and compliance frameworks to manage indirect taxes throughout the tax lifecycle, increasing operational efficiency and ensuring regulatory requirements are met." That's also responsibilities. We need to avoid duplication. We'll compile a list. Now qualifications/requirements: - Bachelor’s degree required (4-year degree) with an emphasis in accounting, finance, or economics - Typically, no less than 2 - 4 years relevant experience - Demonstrated expertise in tax legislation and impact assessment. - Experience in indirect tax refund and recovery review. - Proficiency in tax planning and optimization. - Ability to drive process improvement and optimization. - Knowledge of tax compliance and reporting requirements. - Ability to build and manage relationships. - Demonstrated client trust and value. - Strong communication skills with impact. - Emotional agility and hybrid collaboration skills. - Complex problem-solving and critical thinking abilities. - Proven ability to drive outcomes and demonstrate learning agility. - Ideally, you’ll also have Experience in a professional services environment Also "To qualify for the role, you must have..." etc. Skills and Attributes For Success list (similar to qualifications). Might be overlapping. We can combine into Skills section. But we need separate sections: Responsibilities, Requirements, Qualifications, Skills. The instruction says use headings for those if content exists. We can decide to have Requirements (maybe experience/education) and Qualifications (maybe skills). But to avoid duplication, we could have Requirements (education + experience) and Skills (technical and soft skills). Qualifications maybe not needed if overlapping. However we need to preserve all substantive info; we can put education/experience under Requirements, and skills under Skills. Qualifications could be omitted if we covered elsewhere. But we need to ensure we didn't drop any substantive info like "Demonstrated expertise in tax legislation and impact assessment." That's a skill, so goes under Skills. Let's structure:

About the role

... (include location and intro description)

Responsibilities

• ...

Requirements

• Bachelor’s degree required (4-year degree) with an emphasis in accounting, finance, or economics
• Typically, no less than 2 - 4 years relevant experience

Skills

• Demonstrated expertise in tax legislation and impact assessment.
• Experience in indirect tax refund and recovery review.
• Proficiency in tax planning and optimization.
• Ability to drive process improvement and optimization.
• Knowledge of tax compliance and reporting requirements.
• Ability to build and manage relationships.
• Demonstrated client trust and value.
• Strong communication skills with impact.
• Emotional agility and hybrid collaboration skills.
• Complex problem-solving and critical thinking abilities.
• Proven ability to drive outcomes and demonstrate learning agility.
• Experience in a professional services environment (ideal).

Maybe also include "Strong tax technical skills and experience in tax research and writing, income and franchise taxes and transfer taxes" from Skills And Attributes For Success. That's also a skill. Add. Also "Compliance skills as it relates to multi-state jurisdictions". Add. Also "Responsible for contributing to the delivery of one or more processes, solutions, and/or projects by delivering agreed activities and applying judgment to inform recommendations." That's more responsibility but overlaps. Could be under Responsibilities. But we need to preserve all substantive info; we may have missed some. Let's extract from Skills And Attributes For Success block: "Strong tax technical skills and experience in tax research and writing, income and franchise taxes and transfer taxes" "Compliance skills as it relates to multi-state jurisdictions" "Responsible for contributing to the delivery of one or more processes, solutions, and/or projects by delivering agreed activities and applying judgment to inform recommendations." "Accountable for meeting personal targets that impact the immediate team." "May help coordinate the work of junior colleagues or team members." "Meets performance objectives and metrics set locally (client service, quality and risk management, sales and business growth, solution development, and teaming)." "Defines and executes deliverables, tracks deliverable completion and project status." "Makes decisions based on broad policies, applying personal knowledge and experience to guide decisions and resolve issues." "Implements procedures and guidelines, working on complex issues requiring in-depth evaluation." "Provides general guidance as needed to others newer to the role or at a lower level." Many of these overlap with responsibilities. We can incorporate them into Responsibilities list to avoid duplication but ensure we keep them. Better to have Responsibilities cover all duty-like statements. Skills cover abilities/knowledge. Thus we need to compile a comprehensive Responsibilities list from all duty statements. Let's gather all duty/responsibility statements: From early paragraph: - Advise on indirect tax regulatory changes and support compliance and reporting needs for both public and private entities. - Develop and implement strategies, operating models, and compliance frameworks to manage indirect taxes throughout the tax lifecycle, increasing operational efficiency and ensuring regulatory requirements are met. From "Key responsibilities include:" bullet list: - Identifying opportunities for tax optimization, credits, and refund recovery, as well as exposure reduction. - Managing indirect tax strategies, compliance processes, remediation, controversies, and corrective filings. - Supporting tax process reviews and technology transformation to enhance service offerings. From "Your Key Responsibilities" paragraph: - Contributing to the overall success of the team by developing a thorough understanding of EY methodologies and tools - Challenging traditional procedures and finding new approaches to address complex tax matters - Building client relationships and demonstrating your knowledge of the financial services industry - Staying abreast of state and local tax developments and emerging trends within the marketplace From later paragraph: - Contributing to the delivery of processes, solutions, and projects, applying sound judgment and selecting appropriate methodologies to inform recommendations. - Being accountable for meeting your own targets, which directly impact your immediate team, and may help coordinate the work of junior colleagues. - Defining and executing deliverables, tracking project status, and maintaining engagement economics reports. - Making decisions based on broad policies, applying personal knowledge and experience to resolve issues. - Implementing procedures and guidelines, often working on complex issues requiring in-depth evaluation. - Providing general guidance to others newer to the role or at a lower level. From Skills And Attributes For Success block (some are duty-like): - Responsible for contributing to the delivery of one or more processes, solutions, and/or projects by delivering agreed activities and applying judgment to inform recommendations. (similar) - Accountable for meeting personal targets that impact the immediate team. - May help coordinate the work of junior colleagues or team members. - Meets performance objectives and metrics set locally (client service, quality and risk management, sales and business growth, solution development, and teaming). - Defines and executes deliverables, tracks deliverable completion and project status. - Makes decisions based on broad policies, applying personal knowledge and experience to guide decisions and resolve issues. - Implements procedures and guidelines, working on complex issues requiring in-depth evaluation. - Provides general guidance as needed to others newer to the role or at a lower level. We need to deduplicate. Let's create a unique set: 1. Advise on indirect tax regulatory changes and support compliance and reporting needs for both public and private entities. 2. Develop and implement strategies, operating models, and compliance frameworks to manage indirect taxes throughout the tax lifecycle, increasing operational efficiency and ensuring regulatory requirements are met. 3. Identify opportunities for tax optimization, credits, and refund recovery, as well as exposure reduction. 4. Manage indirect tax strategies, compliance processes, remediation, controversies, and corrective filings. 5. Support tax process reviews and technology transformation to enhance service offerings. 6. Contribute to the overall success of the team by developing a thorough understanding of EY methodologies and tools. 7. Challenge traditional procedures and find new approaches to address complex tax matters. 8. Build client relationships and demonstrate knowledge of the financial services industry. 9. Stay abreast of state and local tax developments and emerging trends within the marketplace. 10. Contribute to the delivery of processes, solutions, and projects, applying sound judgment and selecting appropriate methodologies to inform recommendations. 11. Be accountable for meeting personal targets