FY26 - Tax Senior Services Manager - Financial Services-Customer Tax Operations and Reporting - EDGE

Location: Anywhere in Country The opportunity Our EY EDGE practice gives you the opportunity to focus on US and global tax information reporting and withholding matters. You will work in a group environment on challenging tax information reporting and withholding engagements across all financial services sectors. We offer the specialization in assisting clients with mission‑critical tax and customer reporting operations. Specifically, our experienced practitioners work across tax and operations to deliver support throughout the customer tax operations lifecycle. The Customer Tax Operations and Reporting (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 as well as non‑US indirect taxes, such as foreign transaction taxes, stamp duty, and value‑added taxes. Your key responsibilities Serve as lead of tax operations team. Responsible for actioning all team escalations related to data preparation, data aggregation, report preparation, report submission, filings and other various reporting activities for tax information reporting and transaction taxes. Manage operations team by directing and coordinating day‑to‑day interactions with clients (as needed), reviewing key performance indicators by work stream, driving delivery of services to meet deadlines and client expectations, developing internal team members, and managing engagement economics. Understanding and high‑level working knowledge of requirements of various operational taxes. Oversee operations team and provide visibility to leadership on status, issues, or situations which need to be addressed. Manage and monitor team's work, progress reporting, workload, quality and utilization/overtime distribution across the team. Responsible for all escalation and resolution and provide visibility to leadership. Ensure consistent and standardized processes and procedures are implemented and in place for all tax operations and coordinate training as needed. Support client internal audits and external audits as needed to provide supporting documentation of current processes. Evidencing performance and introducing efficiencies via production of the appropriate KRI's and KPI's for Management. Take responsibility for Service Quality, and manage opportunity and engagement risk for engagements. Understand the business financials that ensure work is accomplished on budget through review of team's out‑of‑scope efforts and client billable hours. Leverage the usage of standard technologies and processes while driving efficiency and quality of deliverables. Act as a counsellor and coach and develop a team of tax professionals and actively participate in their performance management. Travel 20% or less. Skills and attributes for success Provide leadership (advising and providing direction) to others in financial areas of specialization while leading the coordination of daily work activities and review the most complex work of other teammates. This position requires a keen focus on the performance of multiple tax operations workstreams and coordination with both domestic and international delivery team leads. Employee may also regularly lead multiple engagements/workstreams. Employee works independently, with leadership guidance in only the most complex situations. Employee has the authority to make significant choices and decisions, without specific guidance or direction from leadership. To qualify for the role you must have Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics. A minimum of 8+ years of operational delivery experience. CPA, EA, or licensed attorney. Ability to prioritize, handle and track multiple assignments. Strong analytical and problem‑solving skills. Strong data analysis capabilities. Ability to draft/design business requirements, process flow diagrams, and rules matrices. Change management, operations and process improvement experience. Ability to identify improvement opportunities and actively engage in implementing improvements. Demonstrated leadership skills and proven skills in developing employees. Strong oral and written communication as well as presentation skills. Exceptionally strong organization, process and people management skills. Excellent trouble‑shooting, execution and communication (written and verbal) skills. Proficient using Microsoft products such as Excel, Word, and Power Point, proficiency in tax accounting systems. Ideally, you’ll also have Strong operations skills, tax technical skills not a requirement. Experience managing a production line team. What we offer you 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 $127,900 to $291,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $153,400 to $331,700. 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. Equal Opportunity Statement 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. Accessibility Statement 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 click.appcast.io. #J-18808-Ljbffr Ernst & Young Oman