Tax Manager - Indirect Tax - Sales and Use Lookback Review
About the role
The 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.
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 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 team of professionals to ensure they have the skills, knowledge, and opportunities to reach their full potential.
Requirements
Qualifications include 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 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.
Skills and Attributes
- Client-facing delivery leadership, disciplined quality and risk management, continuous improvement, and the ability to guide teams toward outcomes.
- Communicate with impact and bring commercial astuteness to drive growth.
- Manage and deliver processes, solutions, and projects with a focus on quality and risk.
- Interpret internal/external issues to recommend innovative, practical solutions.
- Meet locally set performance metrics across client service, quality, sales, solution development, and teaming.
Benefits
Base salary range for this role in the US is $105,100 to $192,600. For the New York City Metro Area, Washington State, and California (excluding Sacramento), the range is $126,100 to $218,900. Individual salaries are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills, and geography. EY offers a comprehensive compensation and benefits package, including medical and dental coverage, pension and 401(k) plans, and a flexible vacation policy.
Pay
The base salary range for this role in the US is $105,100 to $192,600. For the New York City Metro Area, Washington State, and California (excluding Sacramento), the range is $126,100 to $218,900. Individual salaries 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 are expected to work together in person 60% of the time over the course of an engagement, project, or year. Employees are also granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support their physical, financial, and emotional well-being.