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Tax Manager - Financial Services Organization - Financial Instruments Tax Solutions

Location:  Houston
Other locations:  Anywhere in Region
Salary: Competitive
Date:  Jun 5, 2025

Job description

Requisition ID:  1614004

At EY, we’re all in to shape your future with confidence. 

 

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.  Join EY and help to build a better working world.

 

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 Manager in EY’s Financial Instruments Tax Solutions (FITS) - Collateralized Loan Obligation (CLO) Tax practice, you will focus on the tax compliance for equity investors in CLOs as well as consulting with asset management firms on CLOs. FITS – CLO Tax will give you the opportunity to further develop your skills while assisting our financial services clients in dealing with the tax and compliance challenges that their world class tax functions are facing today.

 

Your key responsibilities 

  • Oversee team of consultants and seniors related to performing tax compliance for CLOs
  • Improve the performance of tax functions, team with and motivate others, and develop meaningful and influential relationships with clients and colleagues
  • Serve as a technical resource for complex tax items related to CLOs
  • Help develop and maintain proprietary CLO tax technology
  • Train and develop staff members
  • Drive growth and profitability for the CLO tax practice
  • Contribute to a positive team environment by taking an active role in counseling and mentoring consultants and seniors
  • Some travel may be required (varies based on location and client need)

 

To qualify for the role, you must have

  • A bachelor's degree Accounting or related field
  • A minimum of 5 years of relevant work experience
  • CPA, JD, LLM or EA
  • Extensive tax compliance and consulting experience serving CLO clients
  • Understanding of the reporting requirements for PFICs and CFCs.
  • Strong Microsoft Excel skills
  • Excellent written and verbal communication skills
  • Knowledge of bad debt, bond premium, foreign currency transactions, market discount and original issue discount tax rules.

Ideally, you’ll also have

  • Master’s degree in Accounting or related field required
  • Exposure to the financial services industry, accounting/finance/tax, tax or finance performance improvement, tax software development and/or implementation
  • Strong attention to detail, problem-solving skills, analytical abilities
  • Project management and critical thinking skills
  • Experience with international tax compliance

 

 

What we look for

We are looking for individuals that are proactive and self-motivated who have a willingness to learn new skills and approaches to challenges that our clients are facing in today’s climate. You will need to be an analytical thinker and problem solver who has the ability to come up with innovative solutions.

 

 

What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.

  • 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 base salary range for this job in all geographic locations in the US is $102,600 to $188,000.  The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $123,100 to $213,700.  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.
  • Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
  • 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.

 

Are you ready to shape your future with confidence? Apply today. 
EY accepts applications for this position on an on-going basis.  

 

For those living in California, please click here for additional information.

 

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

 

EY  |  Building a better working world

 

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

 

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

 

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

 

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, 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 qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process,  please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.


Nearest Major Market: Houston

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