Tax Senior Services Manager - FSO - Private Client Services EDGE

Tax Senior Services Manager – FSO - EY EDGE

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!

Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.

The Opportunity

When you join EY EDGE, you’ll be at the heart of EY’s critical mission to build a better working world by applying your knowledge, skills and experience in assisting clients in meeting their business objectives. You will learn, grow and contribute — building new relationships and discovering the satisfaction that comes with producing high-quality, valued work and advice. 

Your Key Responsibilities

Serve as the Tax Functional Leader across compliance, advisory or annuity tax service delivery.  Lead tax processes by directing and coordinating day-to-day interactions with the team, reviewing engagement work product, driving delivery of services to meet deadlines for client deliverables, developing internal team members, and managing the functional efforts of such tax processes.

Independently recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and tax projects are timely and accurately completed.  Serve as a trusted advisor and role model across multiple teams, research tax law issues, provide advice and assistance managing risks and across tax compliance and/or advisory services.

Responsibilities include:

• Direct and coordinate all work activities relating to the preparation and delivery of tax compliance client service
• Lead tax delivery processes and build alliances through teaming, and/or act as a deep subject matter expert.
• Oversee large 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
• Troubleshoot and identify complex process problems, process data submissions, analyze and resolve complex issues
• Take responsibility for quality of tax work product, and manage opportunity and engagement risk for the same
• Leverage the usage of standard technologies and processes while driving efficiency and quality of deliverables.
• Leverage LEAD for career, development, and performance conversations. Act as a counselor and coach and develop a team of tax professionals and actively participate in their performance management

Skills and Attributes for Success

• Working independently with direct supervisory responsibilities
• Specialized depth and/or breath of expertise
• Ability to provide leadership (advising and providing) direction to others in financial areas of specialization and lead coordination of daily work activities and review the most complex work of other teammates
• Employee may also regularly lead multiple projects
• 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
• CPA, EA or licensed attorney
• Minimum of 10 years of work experience in professional services or professional tax organization
• Ability to prioritize, handle and track multiple assignments
• Ability to work in unstructured environment, demonstrated ability to resolve complex tax issues across multiple functions
• Strong analytical and problem-solving skills
• 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
• Experience with financial and tax applications such as GoSystems, CorpTax, Onesource, as required by area of specialism
• Proficient using Microsoft products such as Excel, Word, and Power Point
• Proficiency in tax accounting systems

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.

• 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.