Service Delivery Center Manager - Financial Services Organization - Tax, Investment Accountant

Service Delivery Center Manager – Financial Services Organization – Tax, Investment Accountant

EY is the only professional services firm with a separate business unit (FSO) that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry.  This practice also has several Service Delivery Centers that are made up of high-performing US-based resources who work closely with our experienced client-serving professionals to deliver project-based work and managed services to our US-based Financial Services clients.  If you have a passion for rallying together to solve the most complex challenges in the financial services industry, come join our dynamic FSO team!

The opportunity

We are looking for a motivated Manager to support our Service Delivery Center (SDC) Tax Practice in investment accounting. The successful candidate will assist in providing financial and management accounting support for a portfolio of investments, while also contributing to the development of junior team members.

Your key responsibilities

• Manage and provide timely and high-quality services and work products that exceed client expectations
• Assist in the recording and reporting of investment transactions, ensuring compliance with accounting standards.
• Support the preparation of financial statements and monthly reporting packages.
• Collaborate with team members to gather and organize client data for reporting purposes.
• Contribute to the technical development of the team by sharing knowledge and best practices.
• Seek feedback and guidance from team leadership to enhance personal and team performance.

Skills and attributes for success:

• Ability to train and mentor junior team members.
• Demonstrated project management and teamwork skills.
• Strong attention to detail and commitment to delivering high-quality work.
• Demonstrated ability to analyze financial data including trading of securities and investments.

To qualify for the role you must have:

• Bachelor’s degree in accounting, finance, or a related field.
• A minimum of 5 years of relevant experience in tax and/or accounting, preferably in investment accounting.
• Experience in analyzing financial data including trading of securities and investments and an understanding of trading terms related to securities trading and investing.
• Excellent communication skills, oral and written, using a consultative approach and demonstrating an ability to clearly communicate expectations
• Demonstrated ability to lead a team to achieve results and be solution oriented
• Proficiency in Microsoft Office Suite and willingness to learn firm-specific technologies.
• Experience with analyzing and solving problems
• Experience working with business, management and technology concepts
• Experience in analyzing financial data including trading of securities and investments and an understanding of trading terms related to securities trading and investing.
• Demonstrate project management, teaming, organizational, analytical and problem-solving skills
• Experience at creating a positive continual learning environment for team members
• Ability to address escalated issues or engage others to provide guidance
• Effective organization and time management skills with the ability to work under pressure and adhere to deadlines
• Proficient in Microsoft Word, Excel and PowerPoint
• Confident at effectively guiding in a virtual or distributed team environment (this means flexible and fast paced, as the task requires)
• Ability to effectively own and manage others working on concurrent projects, and prioritize multiple tasks, including multi-location coordination
• Adept at summarizing and concluding activities, applying appropriate documentation standards

What we look for

We are interested in leaders with a genuine creative vision and the confidence to make it happen. The successful candidate will be interested in developing their own skills while making sure to support their colleagues when they need it.

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.