Financial Services - Customer Tax Operations and Reporting - Tax Manager

Location New York, Chicago, Los Angeles, Boston, Dallas, San Francisco, Seattle, Hoboken, Iselin, Jericho, Stamford, McLean Overview 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. 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. The Opportunity Our Business Tax Advisory practice gives you the opportunity to focus on US tax information reporting & withholding matters. 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 1441‑1446), Foreign Account Tax Compliance Act (FATCA), and domestic withholding and reporting matters. As you progress within EY and our CTORS tax team, you will become a trusted business advisor to your clients. As you develop, you will benefit from being led and mentored by nationally recognized tax professionals who include some of the firm’s most senior tax talent. The CTORS Tax Services practice invests in the development of its team, with frequent virtual training, update calls and in‑person trainings to help individuals develop technical skills and learn about new areas of the law. Through your experiences, you will develop your skill sets and learn how CTORS requirements are managed within large to medium‑size companies. 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, data analysis, and requirements development that help clients translate and implement these rules. You may conduct a gap analysis of the current state of clients’ policies, procedures and systems and write business requirements. You will be part of a team that prepares documentation including presentations and flow charts. You will be involved in technical analysis, process improvement and respond to requests for proposals from clients. You will also get the opportunity to support the development of innovative technology solutions, as well as train and manage staff located in remote delivery centers. Skills and Attributes for Success Ability to read and interpret IRS Code, regulations and instructions Strong writing skills for policy and procedure writing Ability to interface with all facets of our business Ability to multitask and project manage Creative problem‑solving and strong critical thinking Ability to drive success as both an individual contributor and a team member Minimum Qualifications A Bachelor’s degree from an accredited college/university; J.D., LL.M. in Taxation, and/or Master’s in Taxation (MST) preferred A minimum of 5 years of relevant tax consulting or tax operational experience Licensed attorney or CPA Ideal Qualifications Active participation in industry groups such as SIFMA, ABA, IIB The ability to understand and implement tax rules Demonstrated interest in tax information reporting and withholding work in Chapters 3, 4, and 61 or experience working with these matters What We Look For We are interested in candidates with strong organizational skills and a proven record of multitasking and working effectively across multiple projects and deadlines. Successful candidates also possess great communication and leadership skills and thrive in an exciting and growing team environment. What We Offer 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. Compensation and Benefits Comprehensive pay package with base salary ranging from $128,400 to $235,300 for all US geographic locations. For New York City Metro Area, Washington State and California (excluding Sacramento), base salary ranges from $154,000 to $267,400. Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Hybrid model: most external, client‑serving roles expect to be in person 60% of the time. Flexible vacation policy based on personal circumstances and designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence. Application Information EY accepts applications for this position on an on‑going basis. If you have a disability and may need assistance applying online or requesting accommodations, please call 1‑800‑EY‑HELP3 or email View email address on click.appcast.io. Equal Opportunity Employment 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 accommodations to qualified individuals with disabilities, including veterans with disabilities. Contact Are you ready to shape your future with confidence? Apply today. #J-18808-Ljbffr EY