Tax Manager - Financial Services Organization - Tax Technology & Transformation

EY•New York, NY

1d•Hybrid

About The Position

EY is a leader in serving the global financial services marketplace through its Financial Services Organization (FSO), a dedicated business unit. The FSO works with a diverse range of clients, from established institutions to new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. The organization's purpose is to foster a trusted, flourishing financial services industry and a healthy, growing, and secure global economy. EY's FSO Technology and Transformation practice offers opportunities to develop skills by assisting financial services clients with operational challenges in their tax functions. Services include tax accounting and compliance process improvement, tax sensitization of ERP systems, automation of complex hedge fund allocations, and enhancement of tax processes and/or technology to address legislative and regulatory changes. The role involves working with clients to improve the operational effectiveness and efficiency of their tax functions and enhance their connection with executive management.

Requirements

A bachelor's degree.
A minimum of 5 years of related work experience.
One of the following certifications: CPA, JD, Six Sigma Green/Black Belt and/or Project Management Professional (PMP); or a master’s degree in Accounting, Tax, Business Administration, Finance, Computer Science, Information Systems or Engineering.
Exposure to the financial services industry.
Experience in accounting/finance/tax.
Experience in tax or finance performance improvement.
Experience in tax software development and/or implementation.
Strong leadership ability.
Attention to detail.
Problem-solving skills.
Analytical abilities.
Excellent verbal and written communication skills.
An interest and experience in improving the performance of tax functions.
Demonstrated ability to team with and motivate others.
Willingness to develop meaningful and influential relationships with clients and colleagues.
Proactive and self-motivated.
Willingness to learn new skills and approaches to challenges.
Analytical thinker and problem solver.
Ability to come up with innovative solutions.

Nice To Haves

Knowledge in implementing tax technology solutions (e.g., CorpTax, ONESOURCE, Sabrix, Vertex, SharePoint, PFI, RPA software).
Embedding tax requirements into financial/business systems and processes (e.g., Oracle, SAP, Hyperion, PAM, Investran).
Developing and implementing custom applications (e.g., Visual Studio, VBA/VSTO, SQL Server, MS PowerBI Suite).

Responsibilities

Identify ways to improve operational effectiveness in tax functions.
Review the process and controls in place, including technology.
Assess the effectiveness of various technology systems used by tax clients to increase automation and data quality throughout tax processes.
Assess overall risk to establish a proper control environment.
Design and build custom tax applications.
Work with leadership to run projects.
Manage quality of deliverables from offshore teams (as needed) to deliver projects to time, cost, and quality requirements.
Document technical and business requirements, including identifying and prioritizing issues.

Benefits

Comprehensive compensation and benefits package.
Rewarded based on performance and recognized for value brought to the business.
Medical and dental coverage.
Pension and 401(k) plans.
Wide range of paid time off options.
Flexible vacation policy (decide how much vacation time is needed).
Time off for designated EY Paid Holidays.
Winter/Summer breaks.
Personal/Family Care.
Other leaves of absence when needed to support physical, financial, and emotional well-being.