Financial Services - State and Local Tax - Tax Controversy - Senior Manager

Location: New York, Jericho, Hoboken, Boston, Charlotte, Chicago, Houston, Dallas, Los Angeles, Irvine

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.

Will you shape the future or will the future shape you?

The opportunity

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!

EY's State and Local Tax (SALT) team is a growing practice within the organization, and you'll see that growth reflected in your career. As a Tax Senior Manager, you'll play a key leadership role within a rapidly growing team that has experienced significant recent expansion and aims to double in size over the next few years. With support from some of the most engaging professionals in the business, you can expect to further develop your tax technical expertise, leadership capabilities, and business experience. It's all about taking on new challenges and responsibilities as they arise and making the most of our dedicated mentors and training programs.

As a Senior Manager in Indirect Tax, you will advise on regulatory changes, assess and support compliance and reporting needs for both public and private entities. You’ll develop and implement strategies, operating models, and compliance frameworks to manage indirect taxes throughout the tax lifecycle, increasing operational efficiency and ensuring regulatory requirements are met. Key responsibilities include identifying opportunities for tax optimization, credits and refund recovery, and exposure reduction; managing indirect tax strategies, compliance, remediation processes, controversies, and corrective filings; and supporting tax process review and technology transformation to enhance service offerings.

Your key responsibilities

You’ll likely spend most of your time on a diverse array of projects, responsibilities, and tasks, with a focus on tax controversy and advisory matters. To support these efforts, we’ll look to you to apply your extensive knowledge of state and local tax concepts and law. You can expect to work in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role.

• Contributing to the overall success of the team by leveraging professional experience to best utilize EY methodologies and tools
• Challenging traditional procedures and finding new approaches to address tax matters
• Building client relationships and demonstrating your knowledge of the financial services industry
• Staying abreast of state and local tax developments and emerging trends affecting the marketplace

As a Senior Manager, your core purpose is to lead the delivery of complex processes, solutions, and projects, maintaining a strong focus on quality and risk management while navigating operational and organizational dynamics. You’ll be accountable for program and project management, resource planning, and engagement economics, and will provide leadership and direction to teams with broad visibility. This role presents the challenge of solving complex problems, driving innovation, and delivering thought leadership in a dynamic environment. You’ll learn to manage client relationships, revenue generation, and commercial engagements, while developing deep insight into indirect tax best practices. Regular travel required to meet external client needs.

Key responsibilities include:

• Exercising judgment in selecting methods, techniques, and evaluation criteria for obtaining results.
• Developing solutions to complex problems and recommending changes to policies and procedures.
• Establishing procedures that impact your immediate work area and potentially the broader business function.

Skills and attributes for success

To make an impact in this role, you’ll need a blend of technical expertise, leadership, and analytical skills. Success is driven by your ability to manage complex projects, build strong client relationships, and drive outcomes in a fast-paced environment.

• Responsible for the effective management and delivery of complex processes, solutions, and projects, with a focus on quality and risk management.
• Provides leadership and direction to teams, achieving performance objectives and driving innovation.
• Applies deep insight and best practices to solve complex problems and deliver thought leadership.
• Exercises judgment in selecting methods and developing solutions to complex challenges.
• Recommends changes to policies and establishes procedures that impact the business function.

To qualify for the role, you must have

• Bachelor’s degree required (4-year degree) with an emphasis in accounting, finance, or economics; master’s degree preferred.
• Typically, no less than 5 – 7 years relevant experience.
• A CPA certification, or good standing as a member of a state bar
• Strong tax technical skills including tax research and writing skills, flow through entity taxation, income and franchise taxes, transfer taxes, and compliance skills as it relates to multi-state jurisdictions
• Experience communicating with tax authorities, advocating on behalf of clients and writing persuasively.
• Project management experience in delivering high-quality work products in a fast-paced environment
• Excellent verbal and written communication skills
• Demonstrated expertise in tax legislation and impact assessment.
• Experience with indirect tax refund and recovery review.
• Ability to drive process improvement and optimization.
• Skills in risk mitigation and data analysis and interpretation.
• Familiarity with tax compliance and reporting requirements.
• Business skills in building and managing relationships, client trust and value, and communicating with impact.
• Complex problem-solving and critical thinking abilities.
• Proven track record in driving outcomes and learning agility.
• Commercial acumen and experience leading teams.
• Managing change, negotiation, and influencing skills.
• Experience in a professional services environment
• Experience managing client relationships and leading client engagements.
• Demonstrated ability to manage engagement economics and resource planning.
• Experience collaborating with senior management and providing input on performance evaluations and hiring.

What we look for

We seek top performers who are passionate about delivering exceptional client service, thrive in dynamic environments, and demonstrate strong leadership and analytical skills. The ideal candidate is a strategic thinker, an effective communicator, and a collaborative team leader who embraces innovation and continuous learning.

Are you ready to shape your future with confidence? Apply today.

What we offer you
At EY, we harness our collective strength to empower you to shape your future with confidence through professional growth, personal fulfillment and an inclusive culture. Learn more at ey.com/us/careers.

• 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 is:
• • New York City, Boston, and Washington DC Metro Areas, Washington State, and Southern California offices – $162,100 to $336,500
  • Bay Area California offices – $168,900 to $350,500
  • All other offices locations in the US, including Sacramento – $135,000 to $308,500
• Individual salaries within these 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.
• 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.

• To make the most of your application experience, please limit yourself to two applications within a six-month period.
• EY accepts applications for this position on an on-going basis.
• For those living in California, please click here for additional information.
• At EY, our values set the foundation for how we work and the behaviors we expect of our people. Any misrepresentation or falsification of information or lack of integrity at any point in the recruiting process may result in withdrawal of your candidacy, revocation of an offer or immediate termination of employment.

EY | Building a better working world

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

All in to shape the future with confidence.

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.

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 aiapply.co.