Tax Services Senior Manager - FSO - Tax Technology & Transformation, Indirect EDGE

Tax Services Manager – FSO – EDGE Tax Technology and Transformation: This position can be anywhere in the country (primary: MA).

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

A Senior Manager in Tax Technology and Transformation involves strategically leading and managing the implementation of tax technology solutions while overseeing the transformation of tax processes within the client’s organization. You will focus on the development and execution of technology-driven tax strategies that align with and support the client's overall business objectives. A Senior Manager participates in the development and implementation of data analytics, automation technologies for tax functions, digital tax operations, and other technology-driven solutions.

Your Key Responsibilities

• Improve operational effectiveness in tax functions
• Review the process and controls that are in place including technology, looking at effectiveness of the various technology systems.
• Increase automation and data quality throughout tax processes, assessing the overall risk to establish a proper control environment.
• Designing and building custom tax applications.

• Manage large-scale managed services programs and/or tax transformation projects.

• Lead Digital tax transformation projects
• Lead Tax technology strategy and road mapping
• Lead implementation and configuration of Direct and Indirect Tax systems

• Work with leadership to run these impactful projects. Successful delivery and execution of the projects is the main function of the position.

• Build and maintain client relationships, ensuring they receive excellent quality service and deliverables
• Take ownership of the delivery of external projects for clients and internal initiatives for FSO Tax.
• Understand key tax processes, technology, data, analytics, and risks/controls to mitigate risk and enhance quality
• Excellent communication and business writing skills
• A natural flair for problem solving
• Strong organizational and time management skills, with exceptional client-serving consulting skills

Skills and attributes for success

• Ability to take ownership of assigned tasks and monitoring them until completion, including documenting requirements, configuration, testing, debugging, project profitability, and tax systems and process configuration
• Identifying ways to automate manual tasks using existing financial or tax systems and emerging technologies
• Understanding of conducting dependency analyses across an integrated work plan containing multiple work streams or projects

• Embedding tax requirements into financial/business systems and processes (e.g., Oracle, SAP, Hyperion, PAM, Investran) 
• Developing test cases and debugging code in existing systems
• Producing clean, efficient code based on specifications

To Qualify

• A bachelor’s degree in Accounting, Finance, Information Systems, Economics and/or a master’s degree in Accounting, Tax Technology, Management Information Systems, or Computer Science or related field
• A minimum of 8 years of relevant work experience or a master’s degree and approximately two to three years of relevant work experience
• You are required to have one of the following certifications:  CPA, JD, Six Sigma Green/Black Belt and/or Project Management Professional “PMP”; master’s degree in Accounting, Tax, Business Administration, Finance, Computer Science, Information Systems or Engineering
• Exposure to the financial services industry, accounting/finance/tax, tax or finance performance improvement, tax software development and/or implementation  

Ideally you will also have

• Experience in project management
• Strong leadership ability, attention to detail, problem-solving skills, analytical abilities
• Excellent verbal and written communication skills
• Ability to coordinate with functions outside of Tax
• Demonstrated proactive ability to team with and motivate others and a willingness to develop meaningful and influential relationships with clients and colleagues
• Knowledge in implementing tax technology solutions (e.g., CorpTax, ONESOURCE, Sabrix, Vertex, SharePoint, PFI, RPA software) 
• Developing and implementing custom applications (e.g., Visual Studio, VBA/VSTO, SQL Server, MS PowerBI Suite)  
• Experience using MS Project and/or other project management tools
• ERP experience, including SAP and/or Oracle
• SharePoint development

What we look for

We are interested in independent thinking individuals for project delivery. In addition, someone who will be responsible for the oversight of employees from staff to senior.  Must have demonstrated ability to provide leadership to a team, provide feedback contribute to the growth of teams onshore/offshore along with managing quality of deliverables from offshore teams (as needed) to deliver projects to time, cost and quality requirements.

• 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.