Financial Services - Information Reporting and Withholding - Tax Senior Manager

EY•Town of Oyster Bay, NY

24d•$130,600 - $390,500•Hybrid

About The Position

EY’s Financial Services Organization (FSO) Business Tax Advisory practice is hiring a Tax Senior Manager for its Global Information Reporting and Withholding (GIRW) team. The role focuses on US tax information reporting and withholding, including engagements across financial services, banking, insurance, and multinational sectors. Work may cover non-resident alien withholding and reporting under IRC Sections 1441 to 1446, FATCA, domestic withholding and reporting, cost basis reporting, and other global compliance and reporting initiatives. The Senior Manager leads complex tax reporting engagements and solutions, advises financial institutions on compliance and reporting, and oversees technology-driven tax reporting processes. Responsibilities span client and team leadership, technical analysis, translating tax rules into operational requirements, process improvement, delivery quality and risk management, engagement economics, and business growth. The position involves regular interaction with clients and travel as required by external clients. The role uses EY’s team-led, leader-enabled hybrid model. For most external, client-serving roles, the expectation is to work together in person 60% of the time over the course of an engagement, project, or year.

Requirements

Bachelor’s degree (four-year degree) required, with an emphasis in Accounting, Finance, or Economics.
Typically, at least 5–7 years of relevant tax consulting or tax operational experience.
Must be a licensed attorney or CPA.
Ability to manage and direct the work of others.
Initiative to seek out opportunities with current and potential clients.
Ability to read and interpret IRS Code, regulations, and instructions.
Knowledge of securities processing and operations.
Strong writing skills for policy and procedure writing.
Ability to interface with all facets of the business.
Demonstrated ability to manage and deliver complex processes, solutions, and projects while maintaining quality and risk management.
Experience building and managing client relationships, generating revenue, and managing commercial relationships.
Strong leadership skills, including directing and providing feedback to teams and driving performance objectives.
Deep insight into tax operations, with a track record of solving complex problems and driving innovation.
Experience meeting performance objectives and metrics through client service, solution development, and business growth.

Nice To Haves

Master’s degree in Tax, Accounting, Business Administration, Finance, or Law.
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 in Chapter 3, Chapter 4, or Chapter 61, or experience working with these matters.
Experience managing professional employees or supervising others to deliver 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 track record of developing solutions to complex problems.
Experience in a client-facing, billable role with regular travel requirements.
Experience leading engagement delivery and managing engagement economics.
Ability to develop resource plans and budgets for large-scale projects.
Experience collaborating with senior management and providing input on performance evaluations and hiring.
Familiarity with global regulatory compliance and advanced tax technology solutions.

Responsibilities

Lead the delivery of complex tax reporting solutions and ensure adherence to global and local regulatory standards.
Manage client relationships and provide advisory support on compliance and reporting matters.
Oversee the implementation of technology-driven tax reporting processes.
Interface with superiors, peers, subordinates, and clients on large and small GIRW projects.
Interpret IRS Code and regulations, draft guidance, conduct data analysis, and develop requirements to help clients translate and implement tax rules.
Conduct gap analyses of client policies, procedures, and systems, and write business requirements.
Prepare documentation, including presentations and flow charts, and perform technical analysis and process improvement activities.
Manage complex processes, solutions, and projects with a focus on quality and risk management.
Manage engagement budgets, delivery, performance objectives, economics, resource plans, and budgets.
Build and manage client relationships, generate revenue, and lead teams across multiple activities.
Provide insight into tax operations, drive innovation, and meet performance metrics through client service, solution development, and business growth.
Lead client engagements from planning through closure.
Gather and verify customer documents under FATCA and CRS guidelines, update client records, and provide indirect tax reporting such as WHT, GST, and VAT.
Support local-to-global compliance, entity classification, registration processes, due diligence, and advice on economic substance laws.