Financial Services - Tax Controversy - Manager

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About the role

EY’s Financial Services Organization (FSO) is dedicated to serving the global financial services marketplace. As a Manager in Tax Controversy, you will assist clients in managing tax controversies—from risk identification and dispute prevention to litigation and appeals. You’ll work with clients across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction to help build a trusted and flourishing financial services industry.

Responsibilities

• Conduct tax risk assessments to identify and track evolving risks before they arise.
• Create risk assessment procedures, a global tax risk register, and implement heat maps to identify specific pain points.
• Support clients in devising comprehensive risk management strategies, validating tax controls, improving documentation, and using dispute prevention tools.
• Manage tax audit processes, including exam management, appeals, mediation, arbitration, and litigation.
• Utilize tax governance activities and technology tools to support the tax controversy lifecycle.
• Assist clients with IRS Exam and Appeals Divisions, penalty relief, abatement requests, and Alternative Dispute Resolution.
• Deliver complex technical initiatives, ensuring quality and effective risk management.
• Drive continuous process improvement and identify innovative solutions through research and analysis.
• Guide and supervise teams to meet performance objectives in client service, risk management, sales, and business growth.
• Actively participate in client working sessions and travel as needed to meet client needs.

Requirements

• Bachelor’s degree (4-year) required.
• Minimum 4–6 years of relevant experience in government or a professional tax organization dealing with controversy matters.
• Licensed attorney or CPA.
• Excellent collaboration, negotiation, and analytical skills.
• Ability to adapt work style to engage with both internal and client teams.
• Strong attention to detail and confidence in challenging senior colleagues and stakeholders.

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.

Skills

• Researching tax issues to develop effective tax resolution strategies.
• Translating complex data into client-ready insights and deliverables.
• Building long-term client relationships and tailoring services to unique needs.
• Communicating complex tax issues to non-tax professionals and clients.
• Managing and delivering processes, solutions, and projects with a focus on quality and risk.

Benefits

• Comprehensive compensation and benefits package, including performance-based rewards.
• Medical and dental coverage, pension, and 401(k) plans.
• Flexible vacation policy, allowing you to determine your time off based on personal circumstances.
• Designated EY Paid Holidays, Winter/Summer breaks, and Personal/Family Care leave.

Pay

The base salary range for this role in the US is $103,600 to $189,900. For New York City Metro Area, Washington State, and California (excluding Sacramento), the range is $124,300 to $215,800. Individual salaries are determined by factors including education, experience, knowledge, skills, and geography.

Schedule

This role operates under EY’s team-led and leader-enabled hybrid model. Most external, client-serving roles are expected to work in person 60% of the time over the course of an engagement, project, or year.