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FY23 - Tax Sr Services Mgr - Operations lead - Financial Services Organization - EDGE - CTORS - 1

Location:  Hoboken
Other locations:  Remote
Salary: Competitive
Date:  May 26, 2023

Job description

Requisition ID:  1280481

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.


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. 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!


This position can be anywhere in the US as it is a remote role!


Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax operational 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

Our EY EDGE practice gives you the opportunity to focus on U.S. and global tax information reporting and withholding matters. You will work in a group environment on challenging tax information reporting and withholding engagements across all financial services sectors. We offer the specialization in assisting clients with mission-critical tax and customer reporting operations. Specifically, our experienced practitioners work across tax and operations to deliver support throughout the customer tax operations lifecycle. The Customer Tax Operations and Reporting (CTOR) team works on challenging information reporting and withholding engagements in the financial services, banking, insurance, and multinational sectors. These engagements will primarily focus on non-resident alien (NRA) withholding and reporting (IRC Sections 1441 to 1446), Foreign Account Tax Compliance Act (FATCA), and domestic withholding and reporting matters as well as non-US indirect taxes, such as foreign transaction taxes, stamp duty, and value-added taxes.


Your key responsibilities

Serve as lead of tax operations team. Responsible for actioning all team escalations related to data preparation, data aggregation, report preparation, report submission, filings and other various reporting activities for tax information reporting and transaction taxes.


Manage operations team by directing and coordinating day-to-day interactions with clients (as needed), reviewing key performance indicators by work stream, driving delivery of services to meet deadlines and client expectations, developing internal team members, and managing engagement economics.


Responsibilities include

  • Understanding and high-level working knowledge of requirements of various operational taxes
  • Oversee operations 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
  • Responsible for all escalation and resolution and provide visibility to leadership
  • Ensure consistent and standardized processes and procedures are implemented and in place for all tax operations and coordinate training as needed
  • Support client internal audits and external audits as needed to provide supporting documentation of current processes
  • Evidencing performance and introducing efficiencies via production of the appropriate KRI's and KPI's for Management
  • Take responsibility for Service Quality, and manage opportunity and engagement risk for engagements
  • Understand the business financials that ensure work is accomplished on budget through review of team's out-of-scope efforts and client billable hours
  • Leverage the usage of standard technologies and processes while driving efficiency and quality of deliverables
  • Act as a counsellor and coach and develop a team of tax professionals and actively participate in their performance management
  • Travel 20% or less


Skills and attributes for success

Provide leadership (advising and providing direction) to others in financial areas of specialization while leading the coordination of daily work activities and review the most complex work of other teammates. This position requires a keen focus on the performance of multiple tax operations workstreams and coordination with both domestic and international delivery team leads. Employee may also regularly lead multiple engagements/workstreams. 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
  • A minimum of 8+ years of operational delivery experience
  • Be a CPA, EA, licensed attorney, Project Management Professional, or Six Sigma Black Belt
  • Ability to prioritize, handle and track multiple assignments
  • Strong analytical and problem-solving skills
  • Strong data analysis capabilities
  • Ability to draft/design business requirements, process flow diagrams and rules matrices
  • Change management, operations and process improvement experience
  • 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
  • Exceptionally strong organization, process and people management skills
  • Excellent trouble shooting, execution and communication (written and verbal) skills
  • Proficient using Microsoft products such as Excel, Word, and Power Point, Proficiency in tax accounting systems


Ideally, you’ll also have

Strong operations skills, tax technical skills not a requirement

Experience managing a production line team


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.

What we offer


We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business.  The salary range for this job in most geographic locations in the US is $89,200 to $203,900. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $107,000 to $231,800.  Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.  In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.


  • 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.


If you can demonstrate that you meet the criteria above, please contact us as soon as possible.


The exceptional EY experience. It’s yours to build.


EY | Building a better working world


EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.


Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.


Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.


EY is an equal opportunity, affirmative action employer providing equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.


EY is committed to providing reasonable accommodation to individuals with disabilities. If you are a qualified individual with a disability and either need assistance applying online or need to request an accommodation during the interview process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY’s Talent Shared Services Team or email SSC Customer Support at

Nearest Major Market: New York City
Nearest Secondary Market: Newark

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