Financial Services - Tax Manager - State & Local Tax, Income Tax - EDGE
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.
Responsibilities
- Analyzing an evolving portfolio of complex tax operations to provide meaningful business insights
- Identifying potential opportunities and risks and communicating these to our clients
- Learning and researching current market trends, to maintain your credibility as a trusted advisor
- Developing clear, intelligent plans and approaches to improve our clients’ tax activities
- Researching our clients’ business operations and building long-lasting relationships to tailor your advice to their specific needs
- Working with a motivated team of professionals
- Building effective long-term relationships with our clients
- Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge
- Managing, coaching and developing a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel
Requirements
- A bachelor’s degree in Accounting, Finance, Business or a related discipline or a graduate degree in Tax or Law
- CPA, Enrolled Agent, or Licensed Attorney
- A minimum of 5 years of relevant work experience in professional services or professional tax organization
- A thorough understanding of automated tax processing systems and laws within your area of technical professionalism
- Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds
- A commitment to continuing your learning
Skills and Attributes for Success
- A thorough understanding of state and local partnership tax
- Proficiency in Office applications (Word, Excel, PowerPoint)
- Experience with Return Preparation Software
- Experience in working in a variety of teams
- Ability to adapt your work style to work with both internal and client team members
Pay
The base salary range for this job in all geographic locations in the US is $104,600 to $191,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $125,400 to $217,800. 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
We expect 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.
Benefits
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business.
- 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.
- Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.