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 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 to 1446), Foreign Account Tax Compliance Act (FATCA), and domestic withholding and reporting matters. You can expect to work on engagements dealing with the FATCA, cost basis reporting, and various other global compliance and reporting initiatives, such as the Common Reporting Standard (CRS). As you progress within EY and our CTORS tax team, you will become a trusted business advisor to your clients. Responsibilities Interface daily with superiors, peers, subordinates and clients on large and small CTORS projects. Interpret IRS Code and Regulations, draft guidance, analyze data and develop requirements to help clients translate and implement these rules. Conduct gap analyses of clients’ policies, procedures and systems and write business requirements. Prepare documentation including presentations, flow charts and other deliverables. Engage in technical analysis and process improvement. Respond to requests for proposals from clients. Support development of innovative technology solutions and train and manage staff located in remote delivery centers. Skills and Attributes 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. Capability to multitask and manage projects. Creative problem solving and strong critical thinking. Drive success as both an individual contributor and team member. Qualifications Minimum 5 years of relevant tax consulting or tax operational experience. Licensed attorney or CPA. Bachelor’s degree from an accredited college/university; J.D., LL.M. in Taxation, or Master’s in Taxation (MST) preferred. Active participation in industry groups such as SIFMA, ABA, IIB. Ability to understand and implement tax rules. Demonstrated interest in tax information reporting and withholding work in Chapters 3, 4, and 61 or some experience working with these matters. What We Look For We look for candidates with strong organizational skills and proven record of multitasking and working effectively across multiple projects and deadlines. Successful candidates possess great communication and leadership skills and thrive in an exciting and growing team environment. Offers A comprehensive compensation and benefits package with a base salary range of $128,400 to $235,300 (US total) and $154,000 to $267,400 for NYC, Washington State and California (excluding Sacramento). Includes medical and dental coverage, pension and 401(k) plans, and paid time off. Hybrid work model: most people in external roles work together in person 60% of the time. Flexible vacation policy allowing you to decide how much vacation time you need. 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 need assistance applying online or a needed accommodation, contact EY’s Talent Shared Services Team at 1-800-EY-HELP3, Option 2, Option 1, Option 2. #J-18808-Ljbffr EY