Tax Services Senior Analyst - FSO - Tax Technology & Transformation, EDGE

Location: Chicago, New York

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Tax Senior Analyst - Financial Services - EDGE Tax Technology and Transformation

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!

The Opportunity

As a Tax Senior in Tax Technology and Transformation you have a critical role responsible for the design, development, and implementation of innovative tax technology solutions to optimize tax function effectiveness and efficiency for our clients. You will work at the intersection of tax and technology, leveraging advanced tools and project management methodologies to drive transformation in tax processes. You will also review the work of Staff members and will provide supervision to them.

Key Responsibilities

• Design, build, develop and deploy custom tax applications and systems

• Review the work of Staff members and will provide supervision to them.

• Take ownership of milestones and monitor them until completion, including documenting requirements, configuration, testing, debugging, project profitability, benchmarking and tax systems and process configuration

• Prepare program reports and updates to stakeholders about the status, risks, and issues related to various projects, promoting transparency and informed decision-making

• Lead implementation of third-party tax applications, to support and automate internal and external operations of multinational tax departments.

• Customize and deploy direct and indirect Tax systems

• Review tax analytics and reporting applying best practices for enhancements

• Review existing procedures and provide recommendations to clients on the implementation of emerging technologies (AI, RPA, etc.), taking into account their specific business needs, goals, and capabilities to maximize operational efficiency and competitive advantage

• Develop a highly trained team, all the while handling activities with a focus on quality and commercial value.

• Maintain our reputation as trusted advisors by taking on bold initiatives and owning new challenges.

• Assess the overall risk to establish a proper control environment

• Execute on projects in a demanding, time-sensitive environment and deliver high-quality solutions through the use of cross-functional teams and remote resources

• Assist in the production of leading practice MS SQL Server, SharePoint and MS Power BI solutions

• Demonstrate deep technical excellence in specific offerings and broaden technical skills across capabilities

Skills and attributes for success

• Experience assisting with the management and support of complex client engagements to proactively action and drive successful outcomes

• Experience in project management

• Strong attention to detail, problem-solving skills, analytical abilities

• Excellent verbal and written communication skills

• Knowledge in implementing tax technology solutions (e.g., CorpTax, ONESOURCE, Sabrix, Vertex, SharePoint, PFI, RPA software)

• Developing and implementing custom applications (e.g., Visual Studio, VBA/VSTO, SQL Server, MS PowerBI Suite)

• Experience using MS Project and/or other project management tools

• ERP experience, including SAP and/or Oracle

• SharePoint development

To qualify for the role you must have

• A bachelor's degree in Accounting, Finance, Information Systems, Economics and/or a master's degree in Accounting, Tax Technology, Management Information Systems, or Computer Science and a minimum of 3 years of relevant work experience or a master's degree and approximately 2 years of relevant work experience

• The ability to obtain the following certifications: You are required to have one of the following certifications: CPA, JD, Six Sigma Green/Black Belt and/or Project Management Professional "PMP"; master's degree in Accounting, Tax, Business Administration, Finance, Computer Science, Information Systems or Engineering

• Exposure to the financial services industry, accounting/finance/tax, tax or finance performance improvement, tax software development and/or implementation

Ideally you will also have

• Experience in developing models to help clients automate their tax accounting calculations

• Supervision of Staff members reviewing their work and providing suggested modifications and revisions

• Enhanced proficiency in the use of major technology tools

• Exposure to automating manual tasks using existing financial or tax systems and emerging technologies

• Knowledge of custom tools for international, federal, and state and local tax returns

• Debugging code in existing systems experience

• The ability to produce clean, efficient code based on specifications

What we look for

We are interested in independent thinking individuals for project delivery who will be working with leadership as a part of these exciting and impactful projects.

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 $86,900 to $143,400. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $104,300 to $163,100. 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.

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