Financial Services - Senior Manager - Tax Technology Atlassian Lead - EDGE

Tax – Financial Services Organization – Other Tax – Atlassian Platform Lead – Senior Manager

Will you shape the future or will the future shape you?

The opportunity 

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 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.

We are seeking a strategic and transformational Senior Manager to serve as the accountable owner for the Atlassian platform across multiple tax groups within our Financial Services Organization. This role will drive the evolution of the Atlassian suite into a fully integrated system of record for planning, execution, and knowledge management. The successful candidate will lead platform standardization, governance, and operational excellence—enabling enhanced portfolio visibility, improved delivery predictability, and meaningful efficiency gains. This is a high-impact leadership role responsible for turning a fragmented toolset into a cohesive, enterprise-grade capability that supports decision-making and execution at scale.

Your key responsibilities

• Define and implement a unified Atlassian operating model across FSO environments
• Establish standards for project and space structures, taxonomy, workflows, and data models
• Ensure alignment with enterprise architecture, security, and portfolio governance expectations
• Drive consistency in access controls and compliance processes
• Enable end-to-end planning and execution visibility from ideation through delivery
• Standardize the use of Jira Product Discovery for road mapping and Jira for execution tracking
• Implement KPI-driven reporting and real-time analytics to support leadership decision-making
• Improve portfolio transparency and planning accuracy across stakeholders
• Own the configuration, administration, and optimization of the Atlassian environment
• Ensure strong data governance practices, including data security and access management
• Maintain consistent workflows, schemas, and integrations across platforms
• Oversee environment segmentation and ensure scalability across multiple business units
• Establish and lead a centralized Atlassian support function
• Define intake processes, service catalog, and standardized support delivery model
• Implement SLAs and operational processes leveraging Jira Service Management
• Enhance user experience through structured, responsive, and scalable support services
• Drive integration of Atlassian tools with enterprise data platforms, reporting solutions, and DevOps pipelines
• Leverage advanced capabilities such as AI (Rovo), automation, and analytics to reduce manual effort
• Identify opportunities to continuously improve platform efficiency and business value
• Serve as the enterprise owner of the Atlassian suite, including Confluence, Jira, Jira Service Management, Jira Product Discovery, Assets, Compass, Atlassian Analytics, and Rovo
• Drive consistent adoption across FSO tax groups
• Reduce tool fragmentation and manual reporting through standardized platform utilization

Skills and attributes for success

• Deep expertise across Atlassian tools, including Jira, Confluence, and related ecosystem capabilities
• Proven experience leading enterprise platform transformation and governance initiatives
• Strong understanding of Agile, Kanban, and modern product operating models
• Demonstrated ability to build and lead centralized support and service operations functions
• Experience integrating platforms with data, analytics, and DevOps ecosystems
• Strong focus on data governance, compliance, and risk management
• Exceptional executive communication and stakeholder alignment skills
• Ability to drive adoption, influence change, and deliver measurable business outcomes

To qualify for the role, you must have 

• Bachelor’s degree required (4-year degree) Accounting, Finance, Information Systems, Economics and/or a master’s degree in Accounting, Tax Technology, Management Information Systems, or Computer Science or related field; master's degree preferred.
• A minimum of eight years of relevant experience

• You are required to have one of the following certifications: CPA, EA, JD, Master’s degree in business administration, finance, economics, computer science, information systems or engineering, Quantitative Economics or Quants
• Exposure to the financial services industry, accounting/finance/tax, tax or finance performance improvement, tax software development and/or implementation 

• 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

Ideally, you’ll also have

• Professional certification requirements as defined by each service line
• Emotional Agility and Hybrid Collaboration skills
• Experience in Leading Teams and Learning Agility

What we look for 

We are looking for top performers who demonstrate the ability to be client-focused, results-driven, and innovative. You should possess strong leadership skills, the ability to think critically and solve complex problems, and a passion for delivering high-quality user experiences. Your ability to communicate effectively and manage client relationships will set you apart as a candidate for this role.