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

Tax Services Manager Financial Services Office Customer Tax Operations And Reporting (CTOR)

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!

Our Business Tax Advisory practice gives you the opportunity to focus on U.S. tax information reporting & withholding matters. You will work in a group environment on challenging information reporting and withholding engagements across all financial services sectors. We offer the specialization in assisting clients with mission-critical operational tax issues and customer reporting issues. Specifically, our experienced practitioners work across tax and operations to deliver advice and support throughout the project lifecycle. You will work closely with colleagues to assist clients in understanding relevant tax rules and implementing changes to their operations, processes and systems. The CTOR team works on challenging information reporting and withholding engagements in the financial services, banking, insurance, and multinational sectors. These engagements will primarily focus on non-resident alien (NRA) withholding and reporting (IRC Sections 1441 to 1446), Foreign Account Tax Compliance Act (FATCA), and domestic withholding and reporting matters. You can expect to work on engagements dealing with the FATCA, cost basis reporting, and various other global compliance and reporting initiatives, such as the Common Reporting Standard (CRS). As you progress within EY and our CTOR tax team, you will become a trusted business advisor to your clients. As you develop, you will benefit from being led and mentored by nationally recognized tax professionals who include some of the firm's most senior tax talent. The CTOR Tax Services practice invests in the development of its team, with frequent virtual training, update calls and in-person trainings to help individuals develop technical skills and learn about new areas of the law. Through your experiences, you will develop your skill sets and learn how CTOR requirements are managed within large to medium size companies.

Your key responsibilities include interfacing daily with superiors, peers and subordinates and clients on large and small CTOR projects. This could include interpreting IRS Code and Regulations, drafting guidance, data analyzation and requirements development that help clients translate and implement these rules. You may conduct a gap analysis of the current state of clients' policies, procedures and systems and write business requirements. You will be part of a team that prepares documentation including presentations and flow charts. You will be involved in technical analysis, process improvement and respond to requests for proposals from clients. You will also get the opportunity to support the development of innovative technology solutions, as well as train and manage staff located in remote delivery centers.

Skills and attributes for success include the ability to read and interpret IRS Code, regulations and instructions, strong writing skills for policy and procedure writing, ability to interface with all facets of our business, ability to multitasking and project management capability, creative problem solving, strong critical thinking, and ability to drive success as both an individual contributor and team member.

To qualify for the role, you must have at a minimum a Bachelor's degree from an accredited college / university and J.D., LL.M. in Taxation, and / or Master's in Taxation (MST) preferred, a minimum of 5 years of relevant tax consulting or tax operational experience, and be a licensed attorney, CPA, Project Management Professional, Six Sigma, Lean or equivalent certification or a certified member of the Institute for Professionals in Taxation or have the ability to obtain one of these designations.

Ideally, you'll also have active participation in industry groups such as SIFMA, ABA, IIB, the ability to understand and implement tax rules, and a demonstrated interest in tax information reporting and withholding work in Chapter 3, Chapter 4 and Chapter 61 or some experience working with these matters.

What we look for includes strong organizational skills, a proven record of multitasking and working effectively across multiple projects and deadlines, great communication and leadership skills, and the ability to thrive in an exciting and growing team environment.

What we offer you includes a comprehensive compensation and benefits package, a team-led and leader-enabled hybrid model, flexible vacation policy, and a commitment to providing equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity / expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis.