Financial Services - Tax Controversy - Manager

Location: Anywhere in Country

About the role

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.

As a Manager in Tax Controversy, you will assist clients in responding to and managing tax controversies—from risk identification, to dispute prevention, through to litigation and appeals. You will utilize EY’s Tax Controversy Framework effectively through all phases of tax risk assessment, tax risk management, and tax audit management.

Responsibilities

• Conducting tax risk assessments to help clients end controversies by identifying and tracking evolving risks before they arise.
• Creating risk assessment procedures and a global tax risk register, and implementing heat maps to help identify specific pain points.
• Supporting clients in devising comprehensive risk management strategies, validating tax controls, improving documentation, and using dispute prevention tools and techniques.
• Supporting tax audit management through exam management, appeals, mediation, arbitration, and litigation.
• Utilizing tax governance activities and technology tools to support the overall tax controversy lifecycle.
• Assisting clients before the IRS Exam and Appeals Divisions, penalty relief and abatement requests, and advising on Alternative Dispute Resolution.
• Managing and delivering one or more processes, solutions, and projects, ensuring a focus on quality and effective risk management.
• Leading continuous process improvement, identifying innovative solutions through research and analysis, and applying best practices.
• Managing professional employees or supervising others to deliver complex technical initiatives, with accountability for performance and results.
• Applying expertise to guide others and interpret internal/external issues to recommend quality solutions.
• Meeting performance objectives and metrics set locally (client service, quality and risk management, sales and business growth, solution development, and teaming).
• Traveling regularly to meet client needs and actively participating in client working sessions on a daily basis.

Analytical/Decision Making Responsibilities

• Develops solutions to complex problems.
• Recommends changes to policies and establishes procedures that affect your immediate work area and possibly the broader business function.
• Exercises judgment in selecting methods, techniques, and evaluation criteria for obtaining results.

Skills

• Researching tax issues to develop effective tax resolution strategies.
• Translating complex data from a range of sources into client-ready insights and deliverables.
• Building effective long-term relationships with clients, understanding their unique needs to provide a tailored service.
• Communicating complex tax issues to non-tax professionals and clients.
• Managing and delivering processes, solutions, and projects while maintaining a focus on quality and risk management.
• Leading continuous process improvement and identifying innovative solutions through research and analysis.
• Guiding and supervising others to deliver complex technical initiatives, with accountability for performance and results.
• Interpreting internal and external issues to recommend quality solutions.
• Meeting performance objectives and metrics in client service, risk management, sales, and business growth.

Requirements

• Bachelor’s degree required (4-year degree).
• Typically, no less than 4 - 6 years relevant experience in government or a professional tax organization dealing with controversy matters.
• Licensed attorney or CPA.
• Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds.
• Strong analytical skills and attention to detail.
• Ability to adapt your work style to work with both internal and client team members.

Preferred Qualifications

• Experience leading workstream delivery and tracking project status.
• Ability to implement resource plans and budgets for complex initiatives.
• Experience managing engagement economics and identifying opportunities for additional services.
• Exposure to leading RFP responses and participating in client working sessions.

Benefits

• Comprehensive compensation and benefits package.
• Medical and dental coverage.
• Pension and 401(k) plans.
• Wide range of paid time off options, including flexible vacation policy.
• Designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed.

Pay

The base salary range for this job in all geographic locations in the US is $103,600 to $189,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $124,300 to $215,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills, and geography.

Schedule

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.