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

Location

Anywhere in Country

Our EY EDGE practice focuses on US and global tax information reporting and withholding matters across all financial services sectors. You will work in a group environment on challenging engagements and assist clients with mission‑critical tax and customer reporting operations. Engagements focus on non‑resident alien (NRA) withholding and reporting (IRC Sections 1441 to 1446), FATCA, domestic withholding and reporting matters, and 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 reporting activities. Manage operations team by directing and coordinating day‑to‑day interactions with clients, reviewing KPIs by work stream, driving delivery 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 KRIs and KPIs 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 and direction to others in financial areas of specialization while coordinating daily work activities and reviewing the most complex work of teammates. This position requires keen focus on performance of multiple tax operations work streams and coordination with domestic and international delivery team leads. Employee may also regularly lead multiple engagements/work streams and works independently with leadership guidance only in the most complex situations.

• 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 trouble shooting, 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, tax technical skills not a requirement
• Experience managing a production line team

We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds,…