Key skills
IRS Code interpretationTax information reportingWithholding tax regulationsPolicy and procedure writingTax consultingCertified Public Accountant (CPA)Enrolled Agent (EA)Institute for Professionals in Taxation membershipTax law J.D.Tax law LL.M.Tax law MSTProject ManagementCritical ThinkingProblem Solving
About this role
EY is a leader in serving the global financial services marketplace, and they are seeking a Tax Services Manager for their Financial Services Office. The role involves focusing on U.S. tax information reporting and withholding matters, working closely with clients to implement tax rules and improve their operations.
Responsibilities:
- You will interface 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
Requirements:
- 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
- Be a licensed attorney, CPA, EA or a certified member of the Institute for Professionals in Taxation
- Ability to read and interpret IRS Code, regulations and instructions
- Strong writing skills for policy and procedure writing is a must
- Ability to interface with all facets of our business
- Ability to multitasking and project management capability
- Creative problem solving, strong critical thinking
- Ability to drive success as both an individual contributor and team member
- Active participation in industry groups such as SIFMA, ABA, IIB
- The ability to understand and implement tax rules
- 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