Financial Services - State and Local Tax, Income Tax - Senior
EY · Charlotte, NC · 1 mo ago
Hybrid$98k–$147k/yrFull-time
We need to produce HTML fragment with headings
for sections present: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections with real specific content. We need to extract content from posting. First, location list: "Location: New York, Jericho, Hoboken, Boston, Charlotte, Chicago, Houston, Dallas, Los Angeles, Irvine". This is location metadata; we can put in a short
maybe. Then intro paragraphs: "At EY, we’re all in to shape your future with confidence..." etc. That's about the role/company. Could be "About the role" or maybe "About EY". The instruction: use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should create sections accordingly. We need to preserve all substantive info, not invent. We need to remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Also remove repeated "Are you ready to shape your future with confidence? Apply today." etc. We need to include Pay section only if posting actually states them. It does: base salary ranges listed. So include Pay. Benefits: posting mentions "We offer a comprehensive compensation and benefits package... medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Under our flexible vacation policy..." So Benefits section. Schedule: Not mentioned explicitly. There's mention of travel: "This position would need regular travel as required by external clients." That's not schedule. No explicit schedule like full-time/part-time. So we should NOT include Schedule section. Qualifications vs Requirements: The posting has "To qualify for the role, you must have 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..." That's qualifications/requirements. Also "Skills And Attributes For Success" list. So we can have Requirements (maybe combine qualifications and experience) and Skills. We need to avoid duplicate content. Let's parse sections: - About the role: Could include the introductory paragraphs describing EY, FSO, SALT team, role description. We'll capture substantive info: description of EY, FSO, SALT, role as Tax Senior, responsibilities overview. - Responsibilities: The posting has "Key responsibilities include:" list, then "Your Key Responsibilities" paragraph, then further responsibilities later. We'll combine into a bulleted list. - Requirements/Qualifications: Bachelor's degree, 2-4 years experience, expertise in tax legislation, indirect tax refund and recovery review, tax planning and optimization, process improvement, tax compliance and reporting, relationship building, communication, emotional agility, hybrid collaboration, problem solving, critical thinking, drive outcomes, learning agility, ideally experience in professional services environment. - Skills: "Skills And Attributes For Success" list (strong tax technical skills, compliance skills, etc). Might overlap with requirements; but we can separate: Requirements = education/experience; Skills = technical and soft skills. - Benefits: medical/dental, pension/401k, paid time off, flexible vacation, holidays, etc. - Pay: base salary ranges per location. We need to ensure we don't include filler like "commensurate with experience". Not present. We must not repeat job title as heading. We must not include Job ID/requisition numbers. We must output only HTML fragment. Let's craft. Structure:
Location: New York, Jericho, Hoboken, Boston, Charlotte, Chicago, Houston, Dallas, Los Angeles, Irvine
About the role
... paragraphs ...
Responsibilities
- 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
- 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
- under Requirements.
Skills section: "Skills And Attributes For Success" list:
- 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.
Note many overlap with responsibilities; but we still include as skills.
We could combine but instruction: prefer few substantive sections over many thin ones. However we already have About, Responsibilities, Requirements, Skills, Benefits, Pay. That's six sections. Could we merge Skills into Requirements? But they are distinct: Requirements are education/experience; Skills are technical/soft. We'll keep both.
Now Benefits:
- medical and dental coverage
- pension and 401(k) plans
- wide range of paid time off options
- flexible vacation policy (decide how much vacation time needed based on personal circumstances)
- time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support physical, financial, and emotional well-being.
We'll list.
Pay:
- Base salary range:
- New York City, Boston, and Washington DC Metro Areas, Washington State, and Southern California offices – $98,100 to $147,300
- Bay Area California offices – $102,200 to $153,500
- All other offices locations in the US, including Sacramento – $81,700 to $135,000
- Individual salaries determined by education, experience, knowledge, skills, geography.
We'll put in
- .
Now About the role content: need to capture paragraphs:
"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? The opportunity EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! EY's State and Local Tax (SALT) team is a growing practice within the organization, and you'll see that growth reflected in your career. As a Tax Senior, you'll have the opportunity to contribute to a dynamic and expanding team that has experienced significant recent growth and aims to double in size over the next few years. With support from some of the most engaging professionals in the business, you can expect to develop your tax technical skills, management techniques, and business experience considerably. It's all about taking on new skills and responsibilities as they arise and making the most of our dedicated mentors and training programs. 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."
We need to preserve all that. We'll put in
maybe multiple paragraphs but can combine into one
with line breaks? Better to keep as
for each paragraph but not required. We'll just put as
with the content. Now ensure we removed boilerplate: The repeated "Are you ready to