Financial Services - Information Reporting and Withholding - Tax Manager

EY•Town of Oyster Bay, NY

5d•$103,600 - $267,400•Hybrid

About The Position

EY’s Financial Services Organization (FSO) Business Tax Advisory practice focuses on U.S. tax information reporting and withholding matters for financial services clients. The Global Information and Withholding (GIRW) team supports clients across financial services, banking, insurance, and multinational sectors on matters including non-resident alien withholding and reporting under IRC Sections 1441–1446, cost basis reporting, and other customer tax operations and reporting matters. As a Manager in GIRW, you will support financial institutions with regulatory compliance and tax reporting. The work includes gathering and verifying customer documentation under FATCA and CRS, updating client records, providing indirect tax reporting services such as WHT, GST, and VAT, and supporting local and global compliance, entity classification, registration, due diligence, and economic substance law advisory. You will use technology to deliver tax reporting services that address evolving customer-related regulatory requirements. You will work with clients and colleagues on projects involving interpretation of IRS Code and Regulations, technical guidance, data analysis, requirements development, policy and system gap analyses, and documentation. The role leads workstreams and manages delivery of processes, solutions, or projects, with responsibility for quality, risk management, process improvement, engagement economics, resource plans, budgets, and project status. You may manage or supervise professional employees and work with staff in remote delivery centers. The position is billable and may require regular travel based on client needs. EY’s stated work model is hybrid, with most client-serving employees expected to work together in person 60% of the time over an engagement, project, or year.

Requirements

Bachelor’s degree (four-year degree) required.
Typically at least 4–6 years of relevant tax consulting or tax operational experience.
Must be a licensed attorney or CPA.
Ability to read and interpret IRS Code, regulations, and instructions.
Strong writing skills for developing policies and procedures.
Ability to interface with all facets of the business.
Ability to manage delivery of processes, solutions, or projects with attention to quality and risk management.
Ability to guide others and interpret internal and external issues to recommend quality solutions.
Ability to drive continuous process improvement and identify innovative solutions.
Ability to meet performance objectives and metrics for client service, quality and risk management, sales and business growth, solution development, and teaming.

Nice To Haves

Active participation in industry groups such as SIFMA, ABA, or IIB.
Ability to understand and implement tax rules.
Demonstrated interest in tax information reporting and withholding under Chapter 3, Chapter 4, or Chapter 61, or experience working with these matters.
Experience managing professional employees or supervising others on 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 record of developing solutions to complex problems.
Experience in a client-facing, billable role with regular travel requirements.

Responsibilities

Manage end-to-end FATCA and CRS compliance processes, ensuring accuracy and timeliness.
Advise clients on regulatory changes and support compliance with economic substance laws.
Oversee comprehensive tax reporting services, using technology to improve efficiency and compliance.
Interface with superiors, peers, subordinates, and clients on GIRW projects.
Interpret IRS Code and Regulations, draft technical guidance, perform data analysis, and develop requirements to help clients understand and implement tax rules.
Conduct gap analyses of client policies, procedures, and systems and help document business requirements.
Contribute to project documentation, including presentations and process flowcharts.
Support development of technology solutions and coordinate with staff in remote delivery centers.
Manage and deliver one or more processes, solutions, or projects, maintaining quality and effective risk management.
Identify process improvements and innovative solutions through research, analysis, and best practices.
Manage or supervise professional employees and deliver complex technical initiatives as needed.
Lead workstream delivery, track deliverables and project status, and participate in client working sessions.
Identify opportunities for additional services, manage engagement economics, and implement resource plans and budgets.
Recommend policy changes, establish procedures, and lead implementation of solutions and continuous process improvements.
Meet local performance objectives and metrics related to client service, quality and risk management, sales and business growth, solution development, and teaming.