Financial Services - Tax Manager - State & Local Tax, Income Tax - EDGE

About the role

EY's Financial Services EY EDGE practice is part of the Financial Services Organization (FSO), which serves the global financial services marketplace. The FSO EDGE State and Local Tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of clients in the financial services industry.

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

• 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