Tax Services Senior Manager - FSO - Banking and Capital Markets, EDGE
Listed on 2026-02-21
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Finance & Banking
Corporate Finance, Financial Compliance, Accounting & Finance, Financial Analyst
Tax Services Senior Manager - FSO - Banking and Capital Markets, EDGE
Location:
New York
Other locations:
Primary Location Only
Date:
Feb 17, 2026
Requisition
At EY, we’re all in to shape your future with confidence.
We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
Tax – Global Compliance & Reporting Banking and Capital Markets - Senior Manager - EDGE The opportunityEY 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!
As a Manager in the FSO Tax Banking and Capital Markets ('BCM') practice you will be the center of engagements with multinational financial institutions. You will be entrusted with leading teams of people, running the operations of engagements that have significant importance to the firm, ensuring the quality and timeliness of deliverables to clients, building relationships with engagement stakeholders, and developing tax technical positions relating to ever evolving tax technical regulations.
Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.
Your key responsibilitiesYou will support the development of younger members of the firm by being a mentor or coach. You will develop work plans, formulate tax technical points of view, and ultimately create deliverables for the client. You will learn to anticipate client inquires, questions, needs, and issues. Engagements may involve tax accounting, tax compliance, federal/state/international tax planning, process improvements, information reporting and withholding.
You will have continual direct contact with clients, internal executives, industry groups and peers. You will build deep relationships by participating in round table discussions, client events, EY team building activities and through day-to-day interactions. You will support a diverse array of clients, from organizations focused on a single strategy (e.g., retail banking) to multinational financial conglomerates who are actively involved in all
financial businesses. You will be exposed to and relied on to understand these client business activities and advise on the tax regulations which continue to evolve.
Skills and attributes for success To qualify for the role, you must have· Bachelor's Degree with a minimum of 8 years of relevant Tax experience
· CPA, licensed Attorney, or Enrolled Agent
· Tax experience in the banking industry or with banking clients is highly desired
· A firm grasp on the sections of the Internal Revenue Code and Treasury Regulations that are relevant to FSO clients
· Experience in identifying opportunities for improvements in operating efficiencies on both internal projects and client engagements
· An ability to synthesize information quickly and efficiently resolve issues
· Mastering a working knowledge of tax compliance forms including state, and local jurisdictions and how they interact with one another
· Complete oversight of the engagement economics of each of the engagements to which you are assigned
· Broad exposure to federal income taxation
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