EY
Financial Services - Customer Tax Operations and Reporting - Tax Manager
EY, Chicago, Illinois, United States, 60290
Overview
Financial Services - Customer Tax Operations and Reporting - Tax Manager role at EY. Locations: New York City, Chicago, Los Angeles, Boston, Dallas, San Francisco, Seattle, Hoboken, Iselin, Jericho, Stamford, McLean. EY is a leader in serving the global financial services marketplace with a dedicated Financial Services Organization (FSO). The CTORS team focuses on US tax information reporting & withholding matters within the financial services sector, including non-resident alien withholding, FATCA, CRS, and related reporting and compliance initiatives. You will work with colleagues to advise clients on relevant tax rules and implement changes to their operations, processes and systems. Key Responsibilities
Interface daily with superiors, peers, subordinates, and clients on CTORS projects Interpret IRS Code and Regulations, draft guidance, analyze data, and develop requirements to help clients translate and implement these rules Conduct gap analyses of current policies, procedures, and systems; write business requirements Prepare documentation including presentations and flow charts; participate in technical analysis and process improvement Respond to client requests for proposals and support the development of innovative technology solutions Train and manage staff located in remote delivery centers Qualifications
To qualify for the role, you must have at a minimum: A Bachelor's degree from an accredited college/university; 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 Preferred/Ideal
Active participation in industry groups such as SIFMA, ABA, IIB Ability to understand and implement tax rules; demonstrated interest in tax information reporting and withholding work in Chapter 3, Chapter 4 and Chapter 61 or related experiences What We Look For
Strong organizational skills, ability to multitask across multiple projects and deadlines, effective communication and leadership abilities, and a collaborative attitude to thrive in a growing team environment. Candidates who take ownership of their development and can make a measurable difference in their career and community are encouraged to apply. What We Offer You
Comprehensive compensation and benefits package with a base salary range depending on location; Total Rewards includes medical/dental coverage, pension and 401(k), and paid time off Hybrid work model with most client-serving roles expected to be in person 40-60% of the time Flexible vacation policy and designated EY holidays, personal/family care time, and other leave options Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis. For California residents, additional information is available here. EY is committed to equal employment opportunity and to providing reasonable accommodations during the application process. EY | Building a better working world
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Financial Services - Customer Tax Operations and Reporting - Tax Manager role at EY. Locations: New York City, Chicago, Los Angeles, Boston, Dallas, San Francisco, Seattle, Hoboken, Iselin, Jericho, Stamford, McLean. EY is a leader in serving the global financial services marketplace with a dedicated Financial Services Organization (FSO). The CTORS team focuses on US tax information reporting & withholding matters within the financial services sector, including non-resident alien withholding, FATCA, CRS, and related reporting and compliance initiatives. You will work with colleagues to advise clients on relevant tax rules and implement changes to their operations, processes and systems. Key Responsibilities
Interface daily with superiors, peers, subordinates, and clients on CTORS projects Interpret IRS Code and Regulations, draft guidance, analyze data, and develop requirements to help clients translate and implement these rules Conduct gap analyses of current policies, procedures, and systems; write business requirements Prepare documentation including presentations and flow charts; participate in technical analysis and process improvement Respond to client requests for proposals and support the development of innovative technology solutions Train and manage staff located in remote delivery centers Qualifications
To qualify for the role, you must have at a minimum: A Bachelor's degree from an accredited college/university; 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 Preferred/Ideal
Active participation in industry groups such as SIFMA, ABA, IIB Ability to understand and implement tax rules; demonstrated interest in tax information reporting and withholding work in Chapter 3, Chapter 4 and Chapter 61 or related experiences What We Look For
Strong organizational skills, ability to multitask across multiple projects and deadlines, effective communication and leadership abilities, and a collaborative attitude to thrive in a growing team environment. Candidates who take ownership of their development and can make a measurable difference in their career and community are encouraged to apply. What We Offer You
Comprehensive compensation and benefits package with a base salary range depending on location; Total Rewards includes medical/dental coverage, pension and 401(k), and paid time off Hybrid work model with most client-serving roles expected to be in person 40-60% of the time Flexible vacation policy and designated EY holidays, personal/family care time, and other leave options Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis. For California residents, additional information is available here. EY is committed to equal employment opportunity and to providing reasonable accommodations during the application process. EY | Building a better working world
#J-18808-Ljbffr