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About the Role

Our EY EDGE practice offers the opportunity to focus on US and global tax information reporting and withholding matters. You will work in a group environment on challenging tax information reporting and withholding engagements across all financial services sectors, assisting clients with mission-critical tax and customer reporting operations. The Customer Tax Operations and Reporting (CTORS) team specializes in non-resident alien (NRA) withholding and reporting, FATCA, domestic withholding and reporting, and non-US indirect taxes.

Responsibilities

Serve as lead of tax operations team, responsible for actioning all team escalations related to data preparation, data aggregation, report preparation, report submission, filings and other various reporting activities for tax information reporting and transaction taxes.
Manage operations team by directing and coordinating day-to-day interactions with clients, reviewing key performance indicators, driving service delivery to meet deadlines and client expectations, developing internal team members, and managing engagement economics.
Understand and have working knowledge of requirements of various operational taxes.
Oversee operations team and provide visibility to leadership on status, issues, or situations needing attention.
Manage and monitor team's work, progress reporting, workload, quality, and utilization/overtime distribution.
Ensure consistent and standardized processes and procedures are implemented and coordinate training as needed.
Support client internal audits and external audits by providing supporting documentation of current processes.
Evidence performance and introduce efficiencies via production of appropriate KRI's and KPI's for Management.
Take responsibility for Service Quality, and manage opportunity and engagement risk.
Understand business financials to ensure work is accomplished on budget through review of team's out-of-scope efforts and client billable hours.
Leverage the usage of standard technologies and processes while driving efficiency and quality of deliverables.
Act as a counsellor and coach, develop a team of tax professionals, and actively participate in their performance management.
Travel 20% or less.

Requirements

Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics.
A minimum of 8+ years of operational delivery experience.
CPA, EA, or licensed attorney.
Ability to prioritize, handle and track multiple assignments.
Strong analytical and problem-solving skills.
Strong data analysis capabilities.
Ability to draft/design business requirements, process flow diagrams and rules matrices.
Change management, operations and process improvement experience.
Ability to identify improvement opportunities and actively engage in implementing improvements.
Demonstrated leadership skills and proven skills in developing employees.
Strong oral and written communication as well as presentation skills.
Exceptionally strong organization, process and people management skills.
Excellent troubleshooting, execution and communication (written and verbal) skills.
Proficient using Microsoft products such as Excel, Word, and Power Point.
Proficiency in tax accounting systems.
Strong operations skills.
Experience managing a production line team.

Skills

Leadership (advising and providing direction) in financial areas of specialization.
Coordination of daily work activities.
Reviewing complex work of teammates.
Focus on performance of multiple tax operations workstreams.
Coordination with domestic and international delivery team leads.
Leading multiple engagements/workstreams.
Independent work with leadership guidance only in the most complex situations.
Authority to make significant choices and decisions without specific guidance or direction from leadership.

Location

Anywhere in Country

Work Type

Hybrid

Experience Level

8+ years of operational delivery experience

Education Level

Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
CPA
EA
Licensed attorney

Salary/Compensations

Base salary range for this job in all geographic locations in the US is $127,900 to $291,900.
Base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $153,400 to $331,700.

Benefits

Comprehensive compensation and benefits package.
Medical and dental coverage.
Pension and 401(k) plans.
Wide range of paid time off options.
Flexible vacation policy.
Time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence.

About the Company

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

Equal 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.
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.