Financial Services - State & Local Tax, Income Tax - Senior

EY•Town of Oyster Bay, NY

1d•$81,700 - $147,300•Onsite

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 Senior, you'll have the opportunity to contribute to a dynamic and 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 develop your tax technical skills, management techniques, and business experience considerably. It's all about taking on new skills and responsibilities as they arise and making the most of our dedicated mentors and training programs. Step into a pivotal role where you will advise on indirect tax regulatory changes and support compliance and reporting needs for both public and private entities. You’ll develop and implement strategies, operating models, and compliance frameworks to manage indirect taxes throughout the tax lifecycle, increasing operational efficiency and ensuring regulatory requirements are met.

Requirements

Strong tax technical skills and experience in tax research and writing, income and franchise taxes and transfer taxes
Compliance skills as it relates to multi-state jurisdictions
Responsible for contributing to the delivery of one or more processes, solutions, and/or projects by delivering agreed activities and applying judgment to inform recommendations.
Accountable for meeting personal targets that impact the immediate team.
May help coordinate the work of junior colleagues or team members.
Meets performance objectives and metrics set locally (client service, quality and risk management, sales and business growth, solution development, and teaming).
Defines and executes deliverables, tracks deliverable completion and project status.
Makes decisions based on broad policies, applying personal knowledge and experience to guide decisions and resolve issues.
Implements procedures and guidelines, working on complex issues requiring in-depth evaluation.
Provides general guidance as needed to others newer to the role or at a lower level.
Bachelor’s degree required (4-year degree) with an emphasis in accounting, finance, or economics
Typically, no less than 2 - 4 years relevant experience
Demonstrated expertise in tax legislation and impact assessment.
Experience in indirect tax refund and recovery review.
Proficiency in tax planning and optimization.
Ability to drive process improvement and optimization.
Knowledge of tax compliance and reporting requirements.
Ability to build and manage relationships.
Demonstrated client trust and value.
Strong communication skills with impact.
Emotional agility and hybrid collaboration skills.
Complex problem-solving and critical thinking abilities.
Proven ability to drive outcomes and demonstrate learning agility.

Nice To Haves

Experience in a professional services environment

Responsibilities

Identifying opportunities for tax optimization, credits, and refund recovery, as well as exposure reduction.
Managing indirect tax strategies, compliance processes, remediation, controversies, and corrective filings.
Supporting tax process reviews and technology transformation to enhance service offerings.
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 complex 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 within the marketplace
Contributing to the delivery of processes, solutions, and projects, applying sound judgment and selecting appropriate methodologies to inform recommendations.
Accountable for meeting your own targets, which directly impact your immediate team, and may help coordinate the work of junior colleagues.
Define and execute deliverables, track project status, and maintain engagement economics reports.
Working on complex issues where analysis of variable factors is required, and you’ll have the opportunity to learn through daily client interaction and exposure to diverse tax scenarios.
Make decisions based on broad policies, applying personal knowledge and experience to resolve issues.
Implement procedures and guidelines, often working on complex issues requiring in-depth evaluation.
Provide general guidance to others newer to the role or at a lower level.