Financial Services - State and Local Tax - Tax Controversy - Senior
- . Should combine similar points but not invent. Must preserve all substantive info; we can list each distinct responsibility.
- Requirements: maybe the qualifications (education, experience). Could be separate from Skills. The instruction says we can have sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide what goes where. Typically Requirements could be education/experience; Qualifications could be specific expertise; Skills could be attributes. But we can combine if content overlaps. However we must not create empty sections.
We need to include Pay section only if posting states them. It does: base salary range for this job: 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. Also mentions Individual salaries determined by factors. So we can include Pay section with that info.
Benefits: The posting mentions Total Rewards package includes medical and dental coverage, pension and 401(k) plans, wide range of paid time off options. Under flexible vacation policy, you decide how much vacation time you need based on personal circumstances. Also granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, other leaves. So we can include Benefits section with that.
Schedule: The posting mentions hybrid model: 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 info. So we can include Schedule section with that.
Now we need to avoid boilerplate like "Are you ready to shape your future with confidence? Apply today." repeated. Also remove duplicated lines, navigation, legal, EEO, scam-warning, application instructions like "limit yourself to two applications within a six-month period", "EY accepts applications...", "For those living in California, please click here", etc. Also remove the EEO paragraph at end.
We must preserve all substantive information. So we need to keep the description of the role, responsibilities, qualifications, skills, benefits, pay, schedule.
We need to avoid repeating same content. Let's extract distinct pieces.
First, location list at top: "Location: New York, Jericho, Hoboken, Boston, Charlotte, Chicago, Houston, Dallas, Los Angeles, Irvine". This is location info. Might be considered metadata; but we could include it in About the role? The instruction says do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Location is minor metadata; we could fold into a short p under About the role or maybe drop it. Since we need to preserve ALL substantive information; location is substantive? It's about where the job is located. Could be considered important. But we could include it in a short paragraph under About the role. The instruction: "fold minor metadata into a short
or drop it." So we can include a short p with location list. Now About the role: we can summarize: "EY's State and Local Tax (SALT) team is a growing practice within the Financial Services Organization. As a Tax Senior, you'll contribute to a dynamic and expanding team that aims to double in size over the next few years. You'll advise on indirect tax regulatory changes, support compliance and reporting needs for 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." That captures the role. We need to avoid fluff like "Will you shape the future or will the future shape you?" That's boilerplate? It's motivational but maybe considered filler. We can drop it. Now Responsibilities: we need to list bullet points. Let's gather all responsibility statements: From "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. From "Your Key Responsibilities" paragraph (maybe repetitive): - 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 From "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.": - 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. From "Skills And Attributes For Success" list (these are skills, not responsibilities). But some overlap with responsibilities: "Strong tax technical skills and experience in tax research and writing, income and franchise taxes and transfer taxes", etc. We'll treat those under Skills. We need to ensure we don't duplicate. We'll compile a unique list of responsibilities. Let's list distinct responsibilities: 1. Identifying opportunities for tax optimization, credits, and refund recovery, as well as exposure reduction. 2. Managing indirect tax strategies, compliance processes, remediation, controversies, and corrective filings. 3. Supporting tax process reviews and technology transformation to enhance service offerings. 4. Spending most of time on a diverse array of projects, responsibilities, and tasks, with a focus on tax controversy and advisory matters. 5. Leveraging 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. 6. Contributing to the overall success of the team by developing a thorough understanding of EY methodologies and tools. 7. Challenging traditional procedures and finding new approaches to address complex tax matters. 8. Building client relationships and demonstrating knowledge of the financial services industry. 9. Staying abreast of state and local tax developments and emerging trends within the marketplace. 10. Contributing to the delivery of processes, solutions, and projects, applying sound judgment and selecting appropriate methodologies to inform recommendations. 11. Being accountable for meeting own targets, which directly impact immediate team, and may help coordinate work of junior colleagues. 12. Defining and executing deliverables, tracking project status, and maintaining engagement economics reports. 13. Working on complex issues where analysis of variable factors is required; learning through daily client interaction and exposure to diverse tax scenarios. 14. Regular travel as required by external clients. 15. Making decisions based on broad policies, applying personal knowledge and experience to resolve issues. 16. Implementing procedures and guidelines, often working on complex issues requiring in-depth evaluation. 17. Providing general guidance to others newer to the role or at a lower level. We could combine some similar points: e.g., #10 and #1 maybe overlapping but keep. Now Requirements: education and experience. From "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's a long list; many are skills/qualifications. We could split: Requirements could be education and experience (Bachelor's degree, 2-4 years relevant experience). Qualifications could be the rest (expertise, experience, etc.). Skills could be the attributes list (strong communication, emotional agility, etc.). But the instruction says we can have sections for Requirements, Qualifications, Skills. We need to decide what goes where to avoid duplication and keep sections meaningful. We could treat: - Requirements: Bachelor’s degree (4-year) with emphasis in accounting, finance, or economics; Typically 2-4 years relevant experience. - Qualifications: 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. - Skills: