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

Overview Location: Anywhere in Country 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 place us at the center of events that reshape and redefine our industry, working with clients from 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! Your Opportunity Our EY EDGE practice focuses 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, with specialization in assisting clients with mission-critical tax and customer reporting operations. Our Customer Tax Operations and Reporting (CTORS) team works on information reporting and withholding engagements in the financial services, banking, insurance, and multinational sectors, focusing on non-resident alien (NRA) withholding and reporting (IRC Sections 1441 to 1446), 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. Responsibilities Lead the tax operations team and action all team escalations related to data preparation, data aggregation, report preparation, report submission, filings, and other reporting activities for tax information reporting and transaction taxes. Manage the operations team by directing day-to-day interactions with clients (as needed), reviewing KPIs by work stream, delivering services to meet deadlines and client expectations, developing internal team members, and managing engagement economics. Provide visibility to leadership on status, issues, or situations requiring attention; oversee the team’s work, progress, workload, quality, and utilization/overtime distribution. Ensure consistent and standardized processes and procedures for all tax operations and coordinate training as needed. Support client internal audits and external audits with documentation of current processes. Evidencing performance and introducing efficiencies via production of relevant KRIs and KPIs for Management. Take responsibility for service quality and manage opportunity and engagement risk for engagements. Understand business financials to ensure work is accomplished on budget through review of the team’s out-of-scope efforts and client billable hours. Leverage standard technologies and processes to drive efficiency and quality of deliverables. Act as a counsellor and coach to develop a team of tax professionals and participate in performance management. Travel 20% or less. Skills and Attributes for Success Provide leadership to others in financial areas of specialization, coordinating daily work activities and reviewing the most complex work of other teammates. The role requires focus on performance across multiple tax operations workstreams and coordination with domestic and international delivery leads. The position may involve leading multiple engagements or workstreams; work is largely self-directed with leadership guidance in the most complex situations. The incumbent has the authority to make significant decisions without specific guidance. Qualifications Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics 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 implement improvements Demonstrated leadership skills and experience developing employees Strong oral and written communication and presentation skills Excellent organization, process, and people management skills Excellent troubleshooting, execution, and communication skills (written and verbal) Proficient with Microsoft Excel, Word, PowerPoint; proficiency in tax accounting systems Ideally, you’ll also have Strong operations skills; tax technical skills not required Experience managing a production line team What We Look For We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. You’ll work with people from diverse backgrounds and use your experience and status as a trusted advisor to uphold EY’s reputation for excellence. What We Offer You EY offers a comprehensive compensation and benefits package, with base salary ranges and a total rewards program including medical and dental coverage, pension and 401(k), and various paid time off options. We support a hybrid work model and flexible vacation policy to help you manage work and life needs. We are committed to equal employment opportunities and to providing reasonable accommodations as required by law. EY focuses on high ethical standards and integrity among its employees, and we expect all candidates to demonstrate these qualities. EY | Building a better working world. EY teams work across assurance, consulting, tax, strategy and transactions, in more than 150 countries. This page maintains information about roles and opportunities in EY’s network and is intended for job applicants. #J-18808-Ljbffr EY