Tax Services Manager - FSO - Tax Technology & Transformation EDGE -

Tax Services Manager – FSO – EDGE Tax Technology and Transformation: Primary location for this role is in IL.

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

As a Tax Technology and Transformation Manager, you will manage, deliver and implement a wide array of tax technology solutions and process enhancements aimed at improving the efficiency and effectiveness of our client's tax operations. You will be responsible for leading various projects that involve integrating tax and financial systems, implementing tax software tools, and developing automated processes for tax-related tasks.

Your Key Responsibilities

• Manage large-scale managed services programs and/or tax transformation projects specifically for our Fiduciary Trust Tax and Private Tax portal

• Manage digital tax transformation projects
• Oversee tax technology strategy and road mapping
• Lead implementation and configuration of direct and indirect tax systems
• Review tax analytics and reporting and advise enhancements
• Advise tax operating model transformation
• Oversee development and deployment of custom tax systems
• Manage projects in a demanding, time-sensitive environment and deliver high-quality solutions using cross-functional teams and remote resources
• Confirm projects have the proper scope, cost and delivery schedules.
• Work on identifying ways to improve operational effectiveness in tax functions, reviewing the process and controls that are in place, including technology, looking at the 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, and designing and building custom tax applications.
• Enhance the effectiveness of the tax strategy and approach for all engagements while developing strong relationships across a network of existing and future clients and key stakeholders.
• Understand key tax processes, technology, data, analytics, and risks/controls to mitigate risk and enhance quality

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 five 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.