Tax Manager - Financial Services Organization - Tax Technology & Transformation

Locations: New York City, Jericho, Hoboken, Los Angeles, Irvine, San Diego, Greenville, Denver, Charlotte, Chicago, Boston, Baltimore, Raleigh, Stamford

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 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

EY’s FSO Technology and Transformation practice will give you the opportunity to further develop your skills while assisting our financial services clients in dealing with the operational challenges that their world class tax functions are facing today. We offer a broad array of services, including tax accounting and compliance process improvement, tax sensitization of ERP systems, automation of complex hedge fund allocations, and enhancement of tax processes and/or technology to deal with ongoing legislative and regulatory changes. You will be working with clients to improve the operational effectiveness and efficiency of their tax functions and assists them to better connect with executive management.

Your key responsibilities

Depending on the needs of our clients and your work experience, there are many different types of projects you could be working on; identifying ways to improve operational effectiveness in tax functions, reviewing the process and controls that are in place including technology, looking at effectiveness of the various technology systems our tax clients use to increase automation and data quality throughout tax processes, assessing the overall risk to establish a proper control environment; designing and building custom tax applications. As a manager, you would be working with leadership to run these exciting and impactful projects.

In this role, we will need you to have the ability to travel 30-80% of the time depending on home location and client projects.

Skills and attributes for success

• Strong leadership ability, attention to detail, problem-solving skills, analytical abilities
• Excellent verbal and written communication skills
• Managing quality of deliverables from offshore teams (as needed) to deliver projects to time, cost and quality requirements
• Documenting technical and business requirements, including Identifying and prioritizing issues
• Have an interest and experience in improving the performance of tax functions, the demonstrated ability to team with and motivate others, and willingness to develop meaningful and influential relationships with clients and colleagues

To qualify for the role you must have

• A bachelor's degree and approximately 5 years of relevant work experience; or a master's degree and approximately 4 years of relevant work experience
• Exposure to the financial services industry, accounting/finance/tax, tax or finance performance improvement, tax software development and/or implementation
• CPA, JD, Six Sigma Green/Black Belt and/or Project Management Professional “PMP” or the ability to get one of these certifications within 1 year from when you join EY

Ideally you’ll also have

• Knowledge in implementing tax technology solutions (e.g., CorpTax, ONESOURCE, Sabrix, Vertex, SharePoint, PFI, RPA software)
• Embedding tax requirements into financial/business systems and processes (e.g., Oracle, SAP, Hyperion, PAM, Investran)
• Developing and implementing custom applications (e.g., Visual Studio, VBA/VSTO, SQL Server, MS PowerBI Suite)

What we look for

We are looking for individuals that are proactive and self-motivated who have a willingness to learn new skills and approaches to challenges that our clients are facing in today’s climate. You will need to be an analytical thinker and problem solver who has the ability to come up with innovative solutions.

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 $127,100 to $233,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $152,500 to $264,800. 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 40-60% 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.

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

EY accepts applications for this position on an on-going basis.

For those living in California, please click here for additional information.

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

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 [email protected].