Tax Manager

Location: New York, Chicago, Los Angeles, Boston, Dallas, San Francisco, Seattle, Hoboken, Iselin, Jericho, Stamford, McLean. About EY 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 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 focuses on U.S. tax information reporting and withholding matters. You will work in a collaborative environment on complex engagements across a variety of financial services sectors, providing advice and support throughout the project lifecycle. Role Summary As a Manager in Customer Tax Operations and Reporting (CTORS), you will play a pivotal role in supporting financial institutions with regulatory compliance and tax reporting. Key responsibilities include: Managing the end‑to‑end process for FATCA and CRS compliance, ensuring accuracy and timeliness. Advising clients on regulatory changes and supporting adherence to economic substance laws. Overseeing the delivery of comprehensive tax reporting services, utilizing advanced technology to drive efficiency and compliance. Key Responsibilities Interface daily with superiors, peers, subordinates, and clients on a variety of CTORS projects. Interpret IRS Code and Regulations, draft technical guidance, perform data analysis, and develop requirements that help clients understand and implement complex tax rules. Conduct gap analyses of clients’ current policies, procedures, and systems; document business requirements. Develop project documentation, including presentations and process flowcharts. Support the development of innovative technology solutions and collaborate with staff in remote delivery centers. Manage and deliver one or more processes, solutions, or projects with a strong focus on quality and risk management. Continuously seek process improvements and innovative solutions, drawing on research, analysis, and best practices. Lead workstreams, identify opportunities for additional services, manage engagement economics, and implement resource plans and budgets. Travel as needed by external clients. Analytical/Decision Making Responsibilities Develop solutions to complex problems, exercising judgment in selecting methods and evaluation criteria. Recommend changes to policies and establish procedures that affect your immediate work area and potentially the broader business function. Lead implementation of innovative solutions and continuous process improvements. Skills and Attributes for Success Ability to read and interpret IRS Code, regulations, and instructions. Strong writing skills for policy and procedure development. Ability to interface with all facets of the business. Effective management of one or more processes, solutions, or projects. Guidance to others and interpretation of internal/external issues to recommend quality solutions. Continuous process improvement and identification of innovative solutions through research and analysis. Experience managing or supervising professional employees to deliver complex technical initiatives. Meeting performance objectives and metrics set locally (client service, quality and risk management, sales and business growth, solution development, and teaming). Qualifications Bachelor’s degree required (4‑year degree). Typically 4–6 years of relevant tax consulting or tax operational experience. Licensed attorney or CPA. Ideally, You’ll Also Have Active participation in industry groups such as SIFMA, ABA, IIB. Understanding and implementation of tax rules. Interest or experience in tax information reporting and withholding work in Chapter 3, Chapter 4, and Chapter 61. Experience managing professional employees or supervising others to deliver complex technical initiatives. Demonstrated ability to lead workstreams, manage engagement economics, and implement resource plans and budgets. Strong analytical and decision‑making skills, with a track record of developing solutions to complex problems. Experience in a client‑facing, billable role with regular travel requirements. What We Look For We seek individuals who are passionate about delivering high‑quality solutions, thrive in dynamic environments, and are committed to continuous improvement. Top performers demonstrate strong leadership, analytical thinking, and the ability to build trusted client relationships. They are adaptable, commercially astute, and excel at managing change and driving outcomes. What We Offer You Comprehensive compensation and benefits package, with base salary ranges in the U.S. between $103,600 and $235,300 (adjusted by geography). Benefits include medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Hybrid work model: most external, client‑serving roles share in‑person collaboration 60% of the time over the course of an engagement, project, or year. Flexible vacation policy, allowing you to decide how much vacation time you need based on your personal circumstances, along with time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence. Equal Employment Opportunity 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. Accommodation for Disabilities 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 requesting accommodation, please contact 1‑800‑EY‑HELP3 (Option 2 for candidate related inquiries, then Option 1 for candidate queries, and finally Option 2 for candidates with an inquiry) or email View email address on click.appcast.io. #J-18808-Ljbffr