Financial Services - Customer Tax Operations and Reporting - Tax Senior Manager

Location: New York, Chicago, Los Angeles, Boston, Dallas, San Francisco, Seattle, Hoboken, Iselin, Jericho, Stamford, McLean

At EY, we’re all in to shape your future with confidence.

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

Will you shape the future or will the future shape you?

The opportunity

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!

Our Business Tax Advisory practice gives you the opportunity to focus on US Tax Information reporting & withholding. You will work in a group environment on challenging information reporting and withholding engagements across all financial services sectors. We offer the specialization in assisting clients with mission-critical operational tax issues and customer reporting issues. Specifically, our experienced practitioners work across tax and operations to deliver advice and support throughout the project lifecycle. You will work closely with colleagues to assist clients in understanding relevant tax rules and implementing changes to their operations, processes, and systems. The CTORS team works on challenging information reporting and withholding engagements in the financial services, banking, insurance, and multinational sectors. These engagements will primarily focus on non-resident alien (NRA) withholding and reporting (IRC Sections 1441 to 1446), Foreign Account Tax Compliance Act (FATCA), and domestic withholding and reporting matters. You can expect to work on engagements dealing with the Foreign Account Tax Compliance Act (FATCA), cost basis reporting, and various other global compliance and reporting initiatives.

As a Senior Manager in Customer Tax Operations and Reporting, you will play a pivotal role in ensuring regulatory compliance and delivering comprehensive tax reporting services to financial institutions. You will be responsible for gathering and verifying customer documents in line with FATCA and CRS guidelines, updating client records, and providing indirect tax reporting such as WHT, GST, and VAT. Your expertise will support local to global compliance, entity classification, registration processes, due diligence, and advisory on economic substance laws. At CTORS, you’ll leverage advanced technology to help clients meet evolving regulatory requirements. Key responsibilities include:

• Leading the delivery of complex tax reporting solutions and ensuring adherence to global and local regulatory standards.
• Managing client relationships and providing advisory support on compliance and reporting matters.
• Overseeing the implementation of technology-driven tax reporting processes.

Your key responsibilities

You will interface daily with superiors, peers, subordinates, and clients on large and small CTORS projects. This could include interpreting IRS Code and Regulations, drafting guidance, conducting data analysis, and developing requirements that help clients translate and implement these rules. You may conduct gap analyses of clients’ current policies, procedures, and systems and write business requirements. You will prepare documentation, including presentations and flow charts, and perform technical analysis and process improvement activities.

In this role, you will be at the forefront of managing and delivering complex processes, solutions, and projects, with a strong focus on quality and risk management. You will navigate operational and organizational dynamics, often being accountable for budgets, delivery, and performance objectives. Building and managing client relationships, generating revenue, and leading teams across multiple activities are central to your success. You will provide deep insight into tax operations, drive innovation, and meet performance metrics through client service, solution development, and business growth. The role requires regular travel as needed by external clients and daily interaction with client stakeholders. You will lead client engagements from planning through closure, manage engagement economics, and develop resource plans and budgets for entire engagements.

Analytical/Decision Making Responsibilities:

• Exercise judgment in selecting methods, techniques, and evaluation criteria for obtaining results.
• Develop solutions to complex problems and recommend changes to policies and procedures.
• Establish procedures that impact your immediate work area and potentially the broader business function.

Skills and attributes for success

Success in this role will be driven by your ability to manage complex projects, deliver high-quality solutions, and lead teams with broad visibility. Your analytical skills, commercial acumen, and ability to drive outcomes will set you apart.

• Ability to read and interpret IRS Code, regulations and instructions
• Securities processing and operations knowledge
• Strong writing skills for policy and procedure writing is a must
• Ability to interface with all facets of our business
• Demonstrated ability to manage and deliver complex processes, solutions, and projects while maintaining a focus on quality and risk management.
• Proven experience in building and managing client relationships, revenue generation, and commercial relationship management.
• Strong leadership skills, with the ability to provide direction and feedback to teams and drive performance objectives.
• Deep insight into tax operations, with a track record of solving complex problems and driving innovation.
• Experience in meeting performance objectives and metrics through client service, solution development, and business growth.

To qualify for the role, you must have

• Bachelor’s degree required (4-year degree) with an emphasis in Accounting, Finance or Economics; master’s degree in Tax, Accounting, Business Administration, Finance or Law preferred
• Typically, no less than 5 - 7 years relevant tax consulting or tax operational experience
• Be a licensed attorney or CPA
• Be able to manage and direct the work of others
• Have the initiative to seek out new opportunities at current clients and potential clients

Ideally, you’ll also have

• Active participation in industry groups such as SIFMA, ABA, IIB
• The ability to understand and implement tax rules
• A demonstrated interest in tax information reporting and withholding work in Chapter 3, Chapter 4 and Chapter 61 or some 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.

What we look for

We seek top performers who are passionate about delivering high-quality solutions, thrive in dynamic environments, and demonstrate strong leadership and analytical skills. The ideal candidate is adaptable, commercially minded, and committed to continuous learning and innovation.

Are you ready to shape your future with confidence? Apply today.

What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.

• We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $130,600 to $343,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $180,500 to $390,500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
• Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year.
• Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an on-going basis.

For those living in California, please click here for additional information.

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

EY | Building a better working world

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at View email address on aiapply.co.