Financial Services - International Corporate Tax Advisory - Manager

EY•Charlotte, NC

5d•$116,200 - $242,000•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! The International Tax and Transaction Services practice is comprised of three competencies focused on advising corporate and private equity clients on all aspects of their capital agenda – Transaction Tax Advisory, International Corporate Tax Advisory and Transfer Pricing. ITTS is unique in that it is a joint venture between the Transaction Advisory Services and Tax service lines allowing ITTS to maximize market opportunities as well as the growth and development of ITTS professionals. The transactions market is a major part of EY’s market strategy and a huge opportunity for both the business and EY professionals. With this many service offerings, you will have the opportunity to participate in cross-competency trainings to help develop your career through a broad scope of engagements, mentoring and formal learning. The International Corporate Tax Advisory competency (ICTA) is responsible for advising clients on international tax operations, including cross-border controversy, international policy advisory, international tax quantitative services, internal restructuring and refinancing. As a Manager in Cross Border Tax, you will advise on complex cross-border tax issues and help clients strategically align different areas of taxation. You’ll build investment models, support cross-border investment methods and disputes, and contribute to corporate acquisitions. Your work will guide foreign entities on cross-border planning strategies, operational risk, and supply-chain projects while assessing the potential consequences of client positions using relevant legal authorities for specific jurisdictions. You’ll review and identify issues such as taxation of foreign income, tax treaty implementations, permanent establishments, and withholding tax implications. You will drive complex planning, implementation, and structuring/restructuring projects and design cross-border holding investments by leveraging a deep understanding of the worldwide treaty network, including how bilateral and multilateral treaties shape the overall tax position of global organizations. Exposure to daily client interactions, leadership of mission-critical workstreams, and the chance to shape global tax outcomes while enhancing commercial acumen and advisory impact.

Requirements

Bachelor’s degree required (4-year degree)
Typically, no less than 4–6 years relevant experience
A US CPA license or US state bar membership
Tax due diligence, deal-structuring, and post-acquisition planning experience and/or inbound and outbound transaction consulting with international tax research, planning and compliance experience
Cross-border Capital Structure Planning
Foreign Tax Treaties
Cross-border Tax Implication Analysis
Global Tax Policy Design and Implementation
International Tax Structures
Corporate Acquisitions and Restructuring
BEPS Planning
Sustainability and Cross-Border Impact Analysis
Global/international Tax Planning
Ability to succinctly and clearly communicate complex tax concepts to clients
Experience managing budgets, projects and people

Nice To Haves

Strong writing, research, analytical, communication and presentation skills
Ability to work in fast-paced professional services environment
Experience supervising or guiding professional staff to deliver complex technical initiatives.
Demonstrated leadership of workstreams and active participation in daily client sessions.
Proven engagement economics management and resource planning/budget implementation.
Familiarity with RFP leadership and identifying opportunities for additional services.

Responsibilities

Provide strategic advice on cross-border tax planning and operational risk.
Lead complex planning and structuring projects for global organizations.
Review and identify tax issues related to foreign income and treaty implementation.
Manage and deliver one or more processes, solutions, or projects with a strong focus on quality and risk management.
Champion continuous process improvement and innovative solutions through research, analysis, and best-practice insight.
Manage professional staff or supervise others to deliver complex technical initiatives, with accountability for performance and results.
Guide teams, interpreting internal and external issues to recommend quality solutions while meeting locally set objectives (client service, quality and risk management, sales and business growth, solution development, teaming).
Billable to external clients, leading workstream delivery, tracking deliverables and project status, and traveling regularly as needed by the client.
Daily participation in client working sessions, leading workstreams across planning, execution, and closure; identifying opportunities for additional services; managing engagement economics; and implementing resource plans and budgets.
Develop solutions to complex problems.
Recommend changes to policies and establish procedures affecting your area and potentially the broader function.
Exercise judgment in selecting methods, techniques, and evaluation criteria to obtain results.
Identifying and addressing domestic and international tax matters for clients.
Providing technical tax advice and planning services across a portfolio of engagements.
Building long-lasting client relationships and developing a deep understanding of their unique needs and business objectives.
Staying current on emerging tax trends, technologies, and leading practices to maintain trusted advisor status.
Responsible for effective management and delivery of processes, solutions, and/or projects.
Applies depth of expertise to guide others; interprets internal/external issues to recommend quality solutions.
Meets locally set performance objectives (client service, quality/risk, sales growth, solution development, teaming).
Develops solutions to complex problems; recommends policy/procedure changes.
Exercises sound judgment in choosing methods, techniques, and evaluation criteria.