Financial Services - State and Local Tax - Tax Controversy - Manager

EY•Town of Oyster Bay, NY

7d•$105,100 - $218,900•Hybrid

About The Position

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! EY's State and Local Tax (SALT) team is a growing practice within the organization, and you'll see that growth reflected in your career. As a Tax Manager, you'll play an important role within a rapidly expanding team that has experienced significant recent growth and aims to double in size over the next few years. With support from some of the most engaging professionals in the business, you can expect to further develop your tax technical skills, leadership capabilities, and business experience. It's all about taking on new challenges and responsibilities as they arise while making the most of our dedicated mentors and training programs. Advise on indirect tax regulatory changes; design strategies, operating models, processes, and compliance frameworks that raise efficiency and meet requirements. Identify opportunities for tax optimization, credits and refund recovery, exposure reduction; manage strategies, compliance, remediation, controversies, and corrective filings. Support process review and technology transformation. Translate regulatory changes into practical compliance and reporting solutions. Implement operating models and frameworks across the indirect tax lifecycle. Lead optimization, recovery, and exposure‑reduction initiatives.

Requirements

Bachelor’s degree (4‑year degree) with an emphasis in accounting, finance, or economics
Typically 4–6 years of relevant experience
Strong tax technical skills including tax research and writing skills, flow through entity taxation, income and franchise taxes, transfer taxes, and compliance skills as it relates to multi-state jurisdictions
Project management experience in delivering high-quality work products in a fast-paced environment
Excellent verbal and written communication skills
Tax legislation and impact assessment.
Indirect tax refund and recovery review.
Tax planning and optimization.
Audit quality and remediation techniques.
Process improvement and optimization.
Operating model design and analysis.
Credit modelling.
Data quality.
Accounting principles and standards.
Risk mitigation.
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.

Nice To Haves

Experience leading workstreams across planning, execution, and closure.
Practical management of engagement economics and resource planning.
Experience communicating with tax authorities, advocating on behalf of clients and writing persuasively.
Experience collaborating with teams and providing input on performance evaluations and hiring.

Responsibilities

You'll likely spend most of your time on a diverse array of projects, responsibilities, and tasks, with a focus on tax controversy and advisory matters. To support these efforts, we'll look to you to apply your extensive knowledge of state and local tax concepts and law. You can expect to be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role.
Contributing to the overall success of the team by developing a thorough understanding of EY methodologies and tools
Challenging traditional procedures and finding new approaches to address tax matters
Building client relationships and demonstrating your knowledge of the financial services industry
Staying abreast of state and local tax developments and emerging trends affecting the marketplace
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 required 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.
Manage and deliver processes, solutions, and projects with a focus on quality and risk.
Lead or supervise professionals to deliver complex technical initiatives with accountability for results.
Interpret internal/external issues to recommend innovative, practical solutions.
Meet locally set performance metrics across client service, quality, sales, solution development, and teaming.