Financial Services - Information Reporting and Withholding - Senior Services Manager - EDGE

Location: Anywhere in Country

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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 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!

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.

Your key responsibilities

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 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 you 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 you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .

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.

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.

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 click.appcast.io .

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