Apply now »

Tax Manager-Financial Services-Customer Tax Operations and Reporting - Open US location

Location:  New York
Other locations:  Anywhere in Country
Salary: Competitive
Date:  Jun 24, 2024

Job description

Requisition ID:  1434166
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. 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.

Tax Services Manager – Financial Services Office – Customer Tax Operations and Reporting (CTOR)  

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 and Insurance. 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 

Our Business Tax Advisory practice gives you the opportunity to focus on U.S. tax information reporting & withholding matters.  You will work in a group environment on challenging information reporting and withholding engagements across all financial services sectors. We offer the specialization in assisting clients with mission-critical operational tax issues and customer reporting issues. Specifically, our experienced practitioners work across tax and operations to deliver advice and support throughout the project lifecycle. You will work closely with colleagues to assist clients in understanding relevant tax rules and implementing changes to their operations, processes and systems. The 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.  You can expect to work on engagements dealing with the FATCA, cost basis reporting, and various other global compliance and reporting initiatives, such as the Common Reporting Standard (CRS). As you progress within EY and our CTOR tax team, you will become a trusted business advisor to your clients. As you develop, you will benefit from being led and mentored by nationally recognized tax professionals who include some of the firm’s most senior tax talent.  


The CTOR Tax Services practice invests in the development of its team, with frequent virtual training, update calls and in-person trainings to help individuals develop technical skills and learn about new areas of the law. Through your experiences, you will develop your skill sets and learn how CTOR requirements are managed within large to medium size companies. 


Your key responsibilities 

You will interface daily with superiors, peers and subordinates and clients on large and small CTOR projects.  This could include interpreting IRS Code and Regulations, drafting guidance, data analyzation and requirements development that help clients translate and implement these rules.  You may conduct a gap analysis of the current state of clients’ policies, procedures and systems and write business requirements.  You will be part of a team that prepares documentation including presentations and flow charts.  You will be involved in technical analysis, process improvement and respond to requests for proposals from clients.  You will also get the opportunity to support the development of innovative technology solutions, as well as train and manage staff located in remote delivery centers.           


Skills and attributes for success 

  • Ability to read and interpret IRS Code, regulations and instructions 

  • Strong writing skills for policy and procedure writing is a must 

  • Ability to interface with all facets of our business 

  • Ability to multitasking and project management capability 

  • Creative problem solving, strong critical thinking 

  • Ability to drive success as both an individual contributor and team member. 


To qualify for the role, you must have at a minimum 

  • A Bachelor's degree from an accredited college/university and J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) preferred   

  • A minimum of 5 years of relevant tax consulting or tax operational experience  

  • Be a licensed attorney, CPA, Project Management Professional, Six Sigma, Lean or equivalent certification or a certified member of the Institute for Professionals in Taxation or have the ability to obtain one of these designations  


Ideally, you’ll also have 

  • Active participation in industry groups such as SIFMA, ABA, IIB  

  • The ability to understand and implement tax rules 

  • A demonstrated interest in tax information reporting and withholding work in Chapter 3, Chapter 4 and Chapter 61 or some experience working with these matters 


What we look for 

We are interested in candidates with strong organizational skills and a proven record of multitasking and working effectively across multiple projects and deadlines. Successful candidates also possess great communication and leadership skills and thrive in an exciting and growing team environment. Ultimately, if you are ready to progress in your career, take ownership of your development and make a measurable difference in both your career and your community, this role is for you. 



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 $109,600 to $200,900. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $131,500 to $228,300.  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

Apply now »