EY
Financial Services - Customer Tax Operations and Reporting - Tax Manager
EY, Jericho, New York, United States, 11753
Financial Services - Customer Tax Operations and Reporting - Tax Manager
Join to apply for the 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 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 support a globally connected team working with clients across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. EY helps build a financial services industry that is trusted and flourishing.
The Tax Services – Financial Services Office – Customer Tax Operations and Reporting Services (CTORS) team focuses on US tax information reporting and withholding matters. You will work on engagements across the financial services sectors, focusing on non-resident alien withholding and reporting (IRC 1441-1446), FATCA, domestic withholding and reporting, FATCA reporting, cost basis reporting, and CRS. You will collaborate with colleagues to advise clients on tax rules and implement changes to operations, processes and systems.
The CTORS team works on engagements in the financial services, banking, insurance, and multinational sectors. You will develop as a trusted business advisor, with mentoring from senior tax professionals and opportunities to participate in virtual and in-person trainings to grow technical knowledge.
Your Key Responsibilities
Interface daily with superiors, peers, subordinates and clients on CTORS projects.
Interpret IRS Code and Regulations, draft guidance, perform data analysis and requirements development to help clients translate and implement rules.
Conduct gap analyses of clients’ policies, procedures and systems and write business requirements.
Prepare documentation including presentations and flow charts.
Engage in technical analysis, process improvement and respond to requests for proposals from clients.
Support development of innovative technology solutions and train/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
Ability to interface with all facets of the business
Ability to multitask and manage projects
Creative problem solving, strong critical thinking
Ability to contribute as an individual and as part of a team
To qualify for the role, you must have at a minimum
Bachelor’s degree; J.D., LL.M. in Taxation, and/or MST preferred
Minimum 5 years of relevant tax consulting or tax operational experience
Licensed attorney, CPA, PM professional, Six Sigma/Lean or equivalent certification, or eligibility to obtain one of these designations
Ideally, you’ll also have
Active participation in industry groups such as SIFMA, ABA, IIB
Ability to understand and implement tax rules
Interest or experience in tax information reporting and withholding (Chapter 3, 4, and 61) matters
What We Look For Strong organizational skills with the ability to multitask across multiple projects and deadlines. Effective communication and leadership abilities, and a collaborative mindset in a growing team environment.
What We Offer You
Comprehensive compensation and benefits package. Salary range: $129,500 to $237,500 (US). NYC Metro, WA, CA ranges: $155,400 to $269,800. Salaries vary by education, experience, knowledge, skills and geography. Total Rewards includes medical/dental, pension/401(k) and paid time off.
Hybrid work model with most client-facing work expected in person 40-60% of the time.
Flexible vacation policy and designated EY holidays, breaks, and leave options to support well-being.
Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis.
EY provides equal employment opportunities to all applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law. EY also provides reasonable accommodation for qualified individuals with disabilities, including veterans with disabilities. For accommodation requests, please contact EY’s Talent Shared Services Team.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Management
Industries
Professional Services
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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 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 support a globally connected team working with clients across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. EY helps build a financial services industry that is trusted and flourishing.
The Tax Services – Financial Services Office – Customer Tax Operations and Reporting Services (CTORS) team focuses on US tax information reporting and withholding matters. You will work on engagements across the financial services sectors, focusing on non-resident alien withholding and reporting (IRC 1441-1446), FATCA, domestic withholding and reporting, FATCA reporting, cost basis reporting, and CRS. You will collaborate with colleagues to advise clients on tax rules and implement changes to operations, processes and systems.
The CTORS team works on engagements in the financial services, banking, insurance, and multinational sectors. You will develop as a trusted business advisor, with mentoring from senior tax professionals and opportunities to participate in virtual and in-person trainings to grow technical knowledge.
Your Key Responsibilities
Interface daily with superiors, peers, subordinates and clients on CTORS projects.
Interpret IRS Code and Regulations, draft guidance, perform data analysis and requirements development to help clients translate and implement rules.
Conduct gap analyses of clients’ policies, procedures and systems and write business requirements.
Prepare documentation including presentations and flow charts.
Engage in technical analysis, process improvement and respond to requests for proposals from clients.
Support development of innovative technology solutions and train/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
Ability to interface with all facets of the business
Ability to multitask and manage projects
Creative problem solving, strong critical thinking
Ability to contribute as an individual and as part of a team
To qualify for the role, you must have at a minimum
Bachelor’s degree; J.D., LL.M. in Taxation, and/or MST preferred
Minimum 5 years of relevant tax consulting or tax operational experience
Licensed attorney, CPA, PM professional, Six Sigma/Lean or equivalent certification, or eligibility to obtain one of these designations
Ideally, you’ll also have
Active participation in industry groups such as SIFMA, ABA, IIB
Ability to understand and implement tax rules
Interest or experience in tax information reporting and withholding (Chapter 3, 4, and 61) matters
What We Look For Strong organizational skills with the ability to multitask across multiple projects and deadlines. Effective communication and leadership abilities, and a collaborative mindset in a growing team environment.
What We Offer You
Comprehensive compensation and benefits package. Salary range: $129,500 to $237,500 (US). NYC Metro, WA, CA ranges: $155,400 to $269,800. Salaries vary by education, experience, knowledge, skills and geography. Total Rewards includes medical/dental, pension/401(k) and paid time off.
Hybrid work model with most client-facing work expected in person 40-60% of the time.
Flexible vacation policy and designated EY holidays, breaks, and leave options to support well-being.
Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis.
EY provides equal employment opportunities to all applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law. EY also provides reasonable accommodation for qualified individuals with disabilities, including veterans with disabilities. For accommodation requests, please contact EY’s Talent Shared Services Team.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Management
Industries
Professional Services
#J-18808-Ljbffr