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

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. 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. A proven record of excellence in a professional services or tax organization. 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. Tax legislation and impact assessment, indirect tax refund and recovery review, tax planning and optimization, data analysis and interpretation, tax compliance and reporting requirements, data visualization and storytelling, application and tool analysis, sustainability drivers and mega trends, building and managing relationships, client trust and value, communicating with impact, emotional agility, hybrid collaboration, complex problem solving, critical thinking, driving outcomes, learning agility, commercial astuteness, leading teams, managing change, negotiation and influencing, sector knowledge, global mindset. Experience leading workstreams across planning, execution, and closure, contribution to RFP responses and sales growth, practical management of engagement economics and resource planning, daily participation in client working sessions, and strong stakeholder management.

Qualifications

Skills and attributes for success include client-facing delivery leadership, disciplined quality and risk management, continuous improvement, and the ability to guide teams toward outcomes. Communication with impact and bringing commercial astuteness to drive growth. Managing and delivering processes, solutions, and projects with a focus on quality and risk. Leading or supervising professionals to deliver complex technical initiatives with accountability for results. Interpreting internal/external issues to recommend innovative, practical solutions. Meeting locally set performance metrics across client service, quality, sales, solution development, and teaming.

Benefits

Comprehensive compensation and benefits package including medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Hybrid collaboration model with most people in external, client-serving roles expected to work together in person 60% of the time over the course of an engagement. Flexible vacation policy allowing you to decide how much vacation time you need based on your personal circumstances. Designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your well-being.

Pay

The base salary range for this role in the US is $105,100 to $192,600. The base salary range for the 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

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. Employees are granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support their well-being.