Tax Manager - Indirect Tax - Sales and Use Lookback Review

EY · Boca Raton, FL · 3 wk ago

On-siteAccounting$105k–$193k/yrFull-time

About the role

Our Sales and Use Tax Lookback Review COE is a national team that leads large multi-state, sales and use tax recovery projects for EY's largest clients. This role involves advising on indirect tax regulatory changes, designing strategies, operating models, processes, and compliance frameworks, identifying opportunities for tax optimization, credits, and refund recovery, managing strategies, compliance, remediation, controversies, and corrective filings. You'll also support process review and technology transformation, translate regulatory changes into practical compliance and reporting solutions, implement operating models and frameworks across the indirect tax lifecycle, lead optimization, recovery, and exposure-reduction initiatives, and lead workstream delivery.

Responsibilities

Lead workstream delivery, track status and deliverables, and participate in client working sessions.
Identify opportunities for additional services, contribute to RFPs, manage engagement economics, and implement resource plans and budgets.
Guide teams, drive improvement, and recommend solutions by interpreting internal/external issues.
Travel regularly for external clients.
Develop solutions to complex problems and select suitable methods and criteria.
Recommend policy changes and establish procedures for your area or function.
Apply depth of expertise to guide others toward quality solutions.
Research our clients' business operations and build long-lasting relationships with them.
Identify applicable sales and use tax exemptions and exclusions.
Identify potential overpayment opportunities or risks and communicate these to our clients.
Maintain awareness of current tax law changes to maintain credibility as a trusted advisor.
Prepare and defend sales and use tax refund claims.
Manage a motivated team of professionals, ensuring they have the skills, knowledge, and opportunities to reach their full potential.

Requirements

You must have a Bachelor’s degree in Accounting, Finance, Business, or a related discipline, an achieved CPA qualification, membership in a state Bar, certification as a member of the Institute for Professionals in Taxation, or a CMI designation. A minimum of 5 years of relevant experience in a broad range of sales and use tax processes, concepts, and tools is required. Experience managing budgets, people, and projects, and technical writing and research experience in a tax context are also essential. The ability to prioritize complex projects, communicate with impact, and manage stakeholders is crucial. Additionally, you should have experience leading workstreams across planning, execution, and closure, contribution to RFP responses and sales growth, practical management of engagement economics and resource planning, and daily participation in client working sessions.

Qualifications

Bachelor’s degree in Accounting, Finance, Business, or a related discipline.
Achieved CPA qualification, member of a state Bar, certification as a member of the Institute for Professionals in Taxation, or CMI designation.
Minimum of 5 years of relevant experience in a broad range of sales and use tax processes, concepts, and tools.
Experience managing budgets, people, and projects.
Technical writing and research experience in a tax context.
The ability to prioritize when working on multiple complex projects.
Strong influencing skills and the confidence to question existing processes.
Depth of expertise to guide others toward quality solutions.
Research our clients' business operations and build long-lasting relationships with them.
Identify applicable sales and use tax exemptions and exclusions.
Identify potential overpayment opportunities or risks and communicate these to our clients.
Maintain awareness of current tax law changes to maintain credibility as a trusted advisor.
Prepare and defend sales and use tax refund claims.
Manage a motivated team of professionals, ensuring they have the skills, knowledge, and opportunities to reach their full potential.

Skills

Client-facing delivery leadership.
Disciplined quality and risk management.
Continuous improvement.
The ability to guide teams toward outcomes.
Advise on indirect tax regulatory changes.
Design strategies, operating models, processes, and compliance frameworks.
Identify opportunities for tax optimization, credits, and refund recovery.
Manage strategies, compliance, remediation, controversies, and corrective filings.
Support process review and technology transformation.
Translate regulatory changes into practical compliance and reporting solutions.
Implement operating models and frameworks across the indirect tax lifecycle.
Lead optimization, recovery, and exposure-reduction initiatives.

Benefits

Base salary range for this role in all geographic locations in the US is $105,100 to $192,600. The base salary range for New York City Metro Area, Washington State, and California (excluding Sacramento) is $126,100 to $218,900. Individual salaries within these ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills, and geography. In addition, our Total Rewards package includes medical and dental coverage, pension, and 401(k) plans, and a wide range of paid time off options.

Pay

The base salary range for this role in all geographic locations in the US is $105,100 to $192,600. The base salary range for New York City Metro Area, Washington State, and California (excluding Sacramento) is $126,100 to $218,900. Individual salaries within these ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills, and geography.

Schedule

Most people in external, client-serving roles 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 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.

What We Offer

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. The package includes medical and dental coverage, pension, and 401(k) plans, and a wide range of paid time off options. 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 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.

What We Look For

Leaders who balance client impact with quality and risk discipline, apply sound judgment to ambiguous problems, and elevate outcomes through team guidance, clear communication, and a global, inclusive mindset. Proactive about improvement, commercially savvy, and energized by collaboration with clients.

EY

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.