Tax Services Senior Manager - Financial Services Organization - State & Local Tax, EDGE
EY
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. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
The opportunity
EY's State and Local ("SALT") team is a growing practice within the organization, and you'll see that growth reflected in your career. As a Tax Senior Manager, you'll see the financial services industry by being immersed in the evolving state and local tax environment through a diverse set of experiences in serving hedge fund and private equity clients.
Your key responsibilities
It's fair to say there's no average day for a State and Local Tax Senior Manager – so you're likely to spend your time on a diverse array of projects, responsibilities and tasks, including state tax partnership compliance, tax planning, consulting and legislative developments. Whatever you're working on, our clients will turn to you for up-to-the-minute tax advice they can always rely on. To make that happen, you'll be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role.
Skills and attributes for success
- Analyzing an evolving portfolio of complex tax operations to provide meaningful business insights
- Identifying potential opportunities and risks and communicating these to our clients
- Learning and researching current market trends, to maintain your credibility as a trusted advisor
- Developing clear, intelligent plans and approaches to improve our clients' tax activities
- Researching our clients' business operations and building long-lasting relationships to tailor your advice to their specific needs
- Supervising a motivated team of professionals, guaranteeing they have the skills, knowledge and opportunities to reach their full potential
To qualify for the role you must have
- A bachelor's degree in Accounting, Finance, Business or a related discipline
- A CPA, licensed Attorney or EA
- A minimum of 8 years professional knowledge in a broad range of state and local Income/Franchise tax processes, concepts and tools
- Experience managing budgets, people and projects
- A proven record of excellence in a professional services or tax organization
- Technical writing and research experience in a tax context
- The ability to prioritize when working on multiple complex projects
- Strong influencing skills, and the confidence to question existing processes
Ideally you'll also have
- A proven record in a professional services environment or in-house experience in a wealth and asset management company
- Experience and proficiency with Microsoft Excel, One Source Tax Compliance Software, Corptax, and/or Premium Pro
- Experience in coaching and mentoring junior colleagues
- Ability to adapt your work style to work with both internal and client team members
What we look for
We're interested in people with initiative who are not afraid to speak up, with a genuine desire to make things better across the business. You'll need strong excel and software skills and the ability to handle complex data from multiple sources. If you're ready to further build on your reputation as a professional advisor, this role is for you.
- 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.