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

Location Anywhere in Country The Opportunity Our EY EDGE practice focuses on US and global tax information reporting and withholding matters across all financial services sectors. You will work in a group environment on challenging engagements and assist clients with mission‑critical tax and customer reporting operations. Engagements focus on non‑resident alien (NRA) withholding and reporting (IRC Sections 1441 to 1446), FATCA, domestic withholding and reporting matters, and non‑US indirect taxes such as foreign transaction taxes, stamp duty, and value‑added taxes. 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 reporting activities. Manage operations team by directing and coordinating day‑to‑day interactions with clients, reviewing KPIs by work stream, driving delivery 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 KRIs and KPIs 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 and direction to others in financial areas of specialization while coordinating daily work activities and reviewing the most complex work of teammates. This position requires keen focus on performance of multiple tax operations workstreams and coordination with domestic and international delivery team leads. Employee may also regularly lead multiple engagements/workstreams and works independently with leadership guidance only in the most complex situations. Qualifications 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 Preferred Qualifications Strong operations skills, tax technical skills not a requirement 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. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. What We Offer 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 your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more. We offer a comprehensive compensation and benefits package. 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. The 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. Application Information Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on‑going basis. Equal Opportunity Statement EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity or 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 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 EY