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

Ernst & Young LLP • New York, NY

114d • $102,100 - $187,000

About The Position

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. 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! The opportunity 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.

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, 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.

Nice To Haves

• 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.

Responsibilities

• Interface daily with superiors, peers, subordinates, and clients on large and small CTOR projects.
• Interpret IRS Code and Regulations, draft guidance, and perform data analysis.
• Conduct gap analysis of clients' policies, procedures, and systems.
• Write business requirements and prepare documentation including presentations and flow charts.
• Involve in technical analysis, process improvement, and respond to requests for proposals from clients.
• Support the development of innovative technology solutions.
• Train and manage staff located in remote delivery centers.

Benefits

• Comprehensive compensation and benefits package based on performance.
• Base salary range of $102,100 to $187,000, with higher ranges for specific locations.
• Medical and dental coverage, pension and 401(k) plans.
• Flexible vacation policy allowing employees to decide how much vacation time they need.
• Time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees