Financial Services - Customer Tax Operations and Reporting - Tax Manager

Location: New York Other locations: Anywhere in Region Date: Sep 26, 2025 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. Tax Services Manager – Financial Services Office – Customer Tax Operations and Reporting Services (CTORS) 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. The opportunity Our Business Tax Advisory practice gives you the opportunity to focus on US 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. Your key responsibilities You will interface daily with superiors, peers and subordinates and clients on large and small CTORS projects. This could include interpreting IRS Code and Regulations, drafting guidance, data analyzation and requirements development that help clients translate and implement these rules. 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 offer you 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. Join us in our team-led and leader-enabled hybrid model. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. Equal Employment Opportunity 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.

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