Financial Services - Customer Tax Operations and Reporting - Tax Manager

Overview

Locations:
New York City, Chicago, Los Angeles, Boston, Dallas, San Francisco, Seattle, Hoboken, Iselin, Jericho, Stamford, McLean.

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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. Specifically, our experienced practitioners work across tax and operations to deliver advice and support throughout the project lifecycle.

You will work closely with colleagues to assist clients in understanding relevant tax rules and implementing changes to their operations, processes and systems. The CTORS team works on challenging information reporting and withholding engagements in the financial services, banking, insurance, and multinational sectors. These engagements will primarily focus on non-resident alien (NRA) withholding and reporting (IRC Sections 1441 to 1446), Foreign Account Tax Compliance Act (FATCA), and domestic withholding and reporting matters.

You can expect to work on engagements dealing with the FATCA, cost basis reporting, and various other global compliance and reporting initiatives, such as the Common Reporting Standard (CRS). As you progress within EY and our CTORS tax team, you will become a trusted business advisor to your clients. As you develop, you will benefit from being led and mentored by nationally recognized tax professionals who include some of the firm’s most senior tax talent.

The CTORS Tax Services practice invests in the development of its team, with frequent virtual training, update calls and in-person trainings to help individuals develop technical skills and learn about new areas of the law. Through your experiences, you will develop your skill sets and learn how CTORS requirements are managed within large to medium size companies.

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. You may conduct a gap analysis of the current state of clients’ policies, procedures and systems and write business requirements. You will be part of a team that prepares documentation including presentations and flow charts.

You will be involved in technical analysis, process improvement and respond to requests for proposals from clients. You will also get the opportunity to support the development of innovative technology solutions, as well as train and manage staff located in remote delivery centers.

• 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.

• 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

• Active participation in industry groups such as SIFMA, ABA, IIB

• The ability to understand and implement tax rules

• A demonstrated interest in tax information…