Financial Services - State and Local Tax - Tax Controversy - Senior
maybe under About the role? 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 paragraph. Then intro: "At EY, we’re all in to shape your future with confidence..." etc. That's about the role/company. Could be About the role. Then "The opportunity EY is a leader..." etc. That's also about role. Then "EY's State and Local Tax (SALT) team is a growing practice..." etc. That's about role. Then "As a Tax Senior, you'll have the opportunity..." etc. That's responsibilities. Then "Step into a pivotal role where you will advise on indirect tax regulatory changes..." responsibilities. Then "Key responsibilities include:" bullet list. Then "Your Key Responsibilities You'll likely spend most of your time..." more responsibilities. Then "As a Senior in Indirect Tax, you will contribute..." responsibilities. Then "This position would need regular travel as required by external clients." responsibilities. Then "Make decisions based on broad policies..." responsibilities. Then "Skills And Attributes For Success" list. Then "To qualify for the role, you must have Bachelor’s degree required..." qualifications. Then list of qualifications/experience. Then "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." That's schedule/hybrid info. Then "Ideally, you’ll also have Experience communicating with clients..." maybe skills. Then "What We Look For" etc. That's maybe skills/attributes. Then "Are you ready to shape your future with confidence? Apply today." (call to action, remove). Then "What We Offer You At EY..." benefits and compensation. Then "We offer a comprehensive compensation and benefits package..." benefits. Then "The base salary range for this job is: ..." pay. Then "Individual salaries within these ranges are determined through a wide variety of factors..." pay details. Then "In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options." benefits. Then "Under our flexible vacation policy..." benefits. Then "Are you ready to shape your future with confidence? Apply today." remove. Then "To make the most of your application experience..." remove (application instructions). Then "EY accepts applications..." remove. Then "For those living in California, please click here..." remove. Then values etc maybe not needed. We need to output sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which sections have content. About the role: we have intro paragraphs about EY, purpose, SALT team, etc. That's good. Responsibilities: we have many bullet points and paragraphs describing duties. Requirements: maybe same as Qualifications? The instruction: Use headings for Requirements, Qualifications, Skills. We need to differentiate. Usually Requirements could be mandatory (education, experience). Qualifications could be preferred? But we can combine? However we must not create empty sections. We need to see if we have distinct content for Requirements vs Qualifications vs Skills. The posting includes: "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 in tax legislation and impact assessment. Experience in indirect tax refund and recovery review. Proficiency in tax planning and optimization. Knowledge of audit quality and remediation techniques. Ability to drive process improvement and optimization. Experience in operating model design and analysis. Familiarity with credit modelling. Understanding of data quality, accounting principles, and standards. Skills in risk mitigation and data analysis/interpretation. Knowledge of tax compliance and reporting requirements. Ability to use data visualization and storytelling to communicate insights. Experience with application and tool analysis. Awareness of sustainability drivers and mega trends. 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. Commercial acumen and experience leading teams." That seems like qualifications/requirements/skills all mixed. Then "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." That seems like skills. Then "What We Look For We seek 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." That's also skills/attributes. Thus we could map: - Requirements: education and years experience (Bachelor's degree, 2-4 years). Could also include mandatory items like "Experience in indirect tax refund and recovery review." but that's more qualification. - Qualifications: the list of expertise, knowledge, abilities (tax legislation, audit quality, process improvement, operating model design, credit modelling, data quality, risk mitigation, data analysis, tax compliance, data visualization, application tool analysis, sustainability awareness, relationship building, communication, emotional agility, problem solving, learning agility, commercial acumen, leading teams). That seems like qualifications. - Skills: the "Skills And Attributes For Success" list plus "What We Look For". Could be skills. But we need to avoid duplication. However we must preserve all substantive info; we can split but ensure not repeating same sentences. Might be okay to have overlapping but we should try to allocate. Simplify: Use Requirements for education and experience. Qualifications for the list of expertise/knowledge/abilities. Skills for the "Skills And Attributes For Success" and "What We Look For". Benefits for benefits description. Pay for salary range. Schedule for hybrid model (60% in-person) and travel requirement. Let's extract. Location: list of locations. We'll put in a short p under About the role maybe. About the role: combine intro 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." That seems good. Responsibilities: combine the paragraphs about responsibilities: "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. Key responsibilities include: 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. Your Key Responsibilities You'll likely spend most of your time on a diverse array of projects, responsibilities, and tasks, with a focus on tax controversy and advisory matters. To be successful in the role, you'll leverage your knowledge of state and local tax concepts and law while working in a highly collaborative culture where listening to and sharing information with colleagues is essential. 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 As a Senior in Indirect Tax, you will contribute to the delivery of processes, solutions, and projects, applying sound judgment and selecting appropriate methodologies to inform recommendations. You’ll be accountable for meeting your own targets, which directly impact your immediate team, and may help coordinate the work of junior colleagues. You’ll define and execute deliverables, track project status, and maintain engagement economics reports. The role presents the challenge of working on complex issues where analysis of variable factors is required, and you’ll have the opportunity to learn through daily client interaction and exposure to diverse tax scenarios. This position would need regular travel as required by external clients. 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." We need to format bullet list for the "Key responsibilities include:" items. The 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. We'll put those as
- items.
Other responsibilities can be in
. Requirements: education and experience: "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". We'll put that in a
. Qualifications: the list after that: "Demonstrated expertise in tax legislation and impact assessment. Experience in indirect tax refund and recovery review. Proficiency in tax planning and optimization. Knowledge of audit quality and remediation techniques. Ability to drive process improvement and optimization. Experience in operating model design and analysis. Familiarity with