FY- Tax Senior Services Manager - Financial Services-Customer Tax Operations and Reporting - EDGE

The opportunity

Our EY EDGE practice gives you 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. We offer specialization in assisting clients with mission‑critical tax and customer reporting operations. Experienced practitioners work across tax and operations to deliver support throughout the customer tax operations lifecycle.

The Customer Tax Operations and Reporting (CTORS) team works on challenging information reporting and withholding engagements in the financial services, banking, insurance, and multinational sectors. These engagements primarily focus on non‑resident alien (NRA) withholding and reporting (IRC Sections 1441 to 1446), FATCA, and domestic withholding and reporting matters as well as non‑US indirect taxes, such as foreign transaction taxes, stamp duty, and value‑added taxes.

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 (as needed), reviewing key performance indicators by work stream, driving delivery of services to meet deadlines and client expectations, developing internal team members, and managing engagement economics.

• Understanding and high‑level working knowledge of requirements of various operational taxes
• Oversee operations team and provide visibility to leadership on status, issues, or situations which need to be addressed
• Manage and monitor team's work, progress reporting, workload, quality and utilization/overtime distribution across the team
• Responsible for all escalation and resolution and provide visibility to leadership
• Ensure consistent and standardized processes and procedures are implemented and in place for all tax operations and coordinate training as needed
• Support client internal audits and external audits as needed to provide supporting documentation of current processes
• Evidencing performance and introducing efficiencies via production of the appropriate KRI's and KPI's for Management
• Take responsibility for Service Quality, and manage opportunity and engagement risk for engagements
• Understand the business financials that 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 and develop a team of tax professionals and actively participate in their performance management
• Travel 20% or less

Provide leadership (advising and providing direction) to others in financial areas of specialization while leading the coordination of daily work activities and review the most complex work of other teammates. This position requires a keen focus on the performance of multiple tax operations work streams and coordination with both domestic and international delivery team leads. Employee may also regularly lead multiple engagements/work streams.

Employee works independently, with leadership guidance in only the most complex situations. Employee has the authority to make significant choices and decisions, without specific guidance or direction from leadership.

• 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…