FY26 - Tax Senior Services Manager - Financial Services-Customer Tax Operations and Reporting - EDGE

About the role

The opportunity is to join the EY EDGE practice, focusing on US and global tax information reporting and withholding matters. You will work in a group environment on challenging tax information reporting and withholding engagements across all financial services sectors.

Responsibilities

• Serve as lead of tax operations team.
• Manage operations team by directing and coordinating day-to-day interactions with clients (as needed).
• Review key performance indicators by work stream, drive delivery of services to meet deadlines and client expectations.
• Develop internal team members, manage engagement economics.
• Manage all escalations and resolutions, provide visibility to leadership.
• Ensure consistent and standardized processes and procedures are implemented and in place for all tax operations and coordinate training as needed.
• Support client internal audits and external audits as needed to provide supporting documentation of current processes.
• Evidence performance and introduce efficiencies via production of the appropriate KRI's and KPI's for Management.
• Take responsibility for Service Quality, and manage opportunity and engagement risk for engagements.
• Understand the business financials that ensure work is accomplished on budget through review of team's out-of-scope efforts and client billable hours.
• Leverage the usage of standard technologies and processes while driving efficiency and quality of deliverables.
• Act as a counsellor and coach and develop a team of tax professionals and actively participate in their performance management.
• Travel 20% or less.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.
• Minimum of 8+ years of operational delivery experience.
• CPA, EA, or licensed attorney.
• Strong analytical and problem-solving skills.
• Strong data analysis capabilities.
• Ability to prioritize, handle and track multiple assignments.
• Strong operations skills, tax technical skills not a requirement.
• Experience managing a production line team.

Skills and Attributes

• Provide leadership (advising and providing direction) to others in financial areas of specialization while leading the coordination of daily work activities and review the most complex work of other teammates.
• Keen focus on the performance of multiple tax operations workstreams and coordination with both domestic and international delivery team leads.
• Works independently, with leadership guidance in only the most complex situations.
• Works with people from all backgrounds, from executives and entrepreneurs to investors and families.
• Uses experience and status as a trusted advisor to maintain and further our reputation for excellence.
• Uses Microsoft products such as Excel, Word, and Power Point.
• Proficient using tax accounting systems.

Pay

$127,900 to $291,900 for the base salary range in all geographic locations in the US.

Schedule

Flexible vacation policy, with the option to work in person 60% of the time over the course of an engagement, project or year.