Financial Services - Customer Tax Operations and Reporting - Tax Manager

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. As a Manager in Customer Tax Operations and Reporting, you will play a pivotal role in supporting financial institutions with regulatory compliance and tax reporting.

Responsibilities:

• Managing the end-to-end process for FATCA and CRS compliance, ensuring accuracy and timeliness
• Advising clients on regulatory changes and supporting their adherence to economic substance laws
• Overseeing the delivery of comprehensive tax reporting services, utilizing advanced technology to drive efficiency and compliance
• You will interface daily with superiors, peers, subordinates, and clients on a variety of CTORS projects
• This may include interpreting IRS Code and Regulations, drafting technical guidance, performing data analysis, and developing requirements that help clients understand and implement complex tax rules
• You may conduct gap analyses of clients’ current policies, procedures, and systems and help document business requirements
• You will be part of a team that develops project documentation, including presentations and process flowcharts
• You will also have the opportunity to support the development of innovative technology solutions and work with staff located in remote delivery centers
• In this role, you’ll be responsible for managing and delivering one or more processes, solutions, or projects, with a strong focus on quality and effective risk management
• You’ll continuously seek process improvements and innovative solutions, drawing on research, analysis, and best practices
• You may manage professional employees or supervise others to deliver complex technical initiatives, and you’ll be accountable for performance and results
• Your expertise will guide others, and you’ll interpret internal and external issues to recommend quality solutions
• You’ll be expected to meet performance objectives and metrics set locally, including client service, quality and risk management, sales and business growth, solution development, and teaming
• This is a billable role, leading workstream delivery, tracking deliverable completion and project status, and regularly traveling as needed by external clients
• You’ll actively participate in client working sessions, lead workstreams, identify opportunities for additional services, manage engagement economics, and implement resource plans and budgets
• Develop solutions to complex problems, exercising judgment in selecting methods, techniques, and evaluation criteria for obtaining results
• Recommend changes to policies and establish procedures that affect your immediate work area and potentially the broader business function
• Lead the implementation of innovative solutions and continuous process improvements

Requirements:

• Bachelor's degree required (4-year degree)
• Typically, no less than 4 – 6 years relevant tax consulting or tax operational experience
• Be a licensed attorney or CPA
• 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
• Experience managing professional employees or supervising others to deliver complex technical initiatives
• Demonstrated ability to lead workstreams, manage engagement economics, and implement resource plans and budgets
• Strong analytical and decision-making skills, with a track record of developing solutions to complex problems
• Experience in a client-facing, billable role with regular travel requirements