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

About the role

EY's Financial Services Organization (FSO) is a dedicated business unit serving the global financial services marketplace across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. The State and Local Tax (SALT) team is a growing practice that has experienced significant recent growth and aims to double in size over the next few years. As a Tax Senior in Indirect Tax, you will advise on indirect tax regulatory changes and support compliance and reporting needs for both public and private entities, developing and implementing strategies, operating models, and compliance frameworks to manage indirect taxes throughout the tax lifecycle.

This position requires regular travel as required by external clients.

Responsibilities

• Identify opportunities for tax optimization, credits, and refund recovery, as well as exposure reduction
• Manage indirect tax strategies, compliance processes, remediation, controversies, and corrective filings
• Support tax process reviews and technology transformation to enhance service offerings
• Contribute to the overall success of the team by developing a thorough understanding of EY methodologies and tools
• Challenge traditional procedures and find new approaches to address complex tax matters
• Build client relationships and demonstrate knowledge of the financial services industry
• Stay abreast of state and local tax developments and emerging trends within the marketplace
• Contribute to the delivery of processes, solutions, and projects, applying sound judgment and selecting appropriate methodologies to inform recommendations
• Be accountable for meeting personal targets that directly impact the immediate team
• Help coordinate the work of junior colleagues
• Define and execute deliverables, track project status, and maintain engagement economics reports
• Make decisions based on broad policies, applying personal knowledge and experience to resolve issues
• Implement procedures and guidelines, often working on complex issues requiring in-depth evaluation
• Provide general guidance to others newer to the role or at a lower level

Skills and Attributes for Success

• 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

Qualifications

• 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, candidates will also have experience in a professional services environment.

What We Look For

Top performers who are analytical, adaptable, and proactive—individuals who thrive in dynamic environments, demonstrate strong judgment, and are committed to delivering high-quality client service. The ideal candidate is a collaborative team player, eager to learn, and able to navigate complex challenges with confidence and professionalism.

Benefits

EY offers a comprehensive compensation and benefits package where you'll be rewarded based on performance and recognized for the value you bring to the business.

• Medical and dental coverage
• Pension and 401(k) plans
• Wide range of paid time off options
• Flexible vacation policy — you decide how much vacation time you need based on your own personal circumstances
• Designated EY Paid Holidays
• Winter/Summer breaks
• Personal/Family Care leave
• Other leaves of absence when needed to support physical, financial, and emotional well-being

Pay

The base salary range for this job varies by office location:

• 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 office locations in the US, including Sacramento: $81,700 to $135,000

Individual salaries within these ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills, and geography.