Indirect - License Compliance Services - Manager
About the role
The opportunity involves leading and driving the compliance function, managing the overall engagement team (US and Global Delivery Services - GDS), and supervising and evaluating the assigned analysts and seniors. This role requires a deep understanding of license compliance services, reviewing completed returns for approval and submission to clients, and training and developing junior staff.
Responsibilities
- Participate in client-facing meetings
- Communicate engagement expectations to assigned analysts and/or seniors
- Prepare engagement contracts and agreements
- Own client communications and drive solutions, focusing on client deliverables and status against plan
- Manage to projected budget and ability to forecast budget changes
- Prepare timely billings
- Able and willing to sell new solutions and work
- Manage client expectations proactively to ensure satisfaction
- Build client relationships through technical and business expertise
- Manage junior staff in actively maintaining compliance calendar (EY Decisions), monitoring deadlines, raising issues to next level, pulling reports for client delivery
- Utilize EY methodologies and tools that exist to enhance service delivery
- Deal with roadblocks and issues, providing suggestions and alternatives
- Reference and interpret standards using professional judgment, identifying noncompliance while applying a balanced view of all client matters
- Consult with Senior Leadership in the Firm as necessary
- Apply Tax Quality and Independence rules to engagements
Requirements
- Bachelor’s degree
- Minimum 8 years of experience in a professional services or tax services organization
- CPA, JD, Enrolled Agent or other appropriate designation required
- Excellent organizational and verbal/written communications skills
- Effective time management skills
- Ability to work in fast-paced professional services environment
- Computer software applications, including Microsoft Word, Excel and PowerPoint
- A commitment to following through effectively on client requests
- Ability to develop knowledge of various client industries
- Strong management skills needed to lead teams, delegate appropriately, mentor, review performance and counsel employees
- High degree of efficiency and ability to design and implement improvements in various tasks/processes on engagements
- Commitment to periodic travel (25%)
Desired Qualities
- Excellent research skills
- Capacity to work independently and effectively on a variety of tasks at the same time
- Strong analytical skills and attention to detail
- The ability to adapt work style to work with both internal and client team members
- The ability to research and interpret published statutes/ordinances/guidance to determine license compliance requirements; where guidance is not clear, make judgements and conclusions based on experience and discussions with relevant jurisdiction
- The ability to resolve issues at the jurisdiction and client level
Pay
The base salary range for this role in all geographic locations in the US is $91,700 to $168,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $110,100 to $191,000. 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
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.