Financial Services - Customer Tax Operations and Reporting - Tax Manager

Location:

New York, Chicago, Los Angeles, Boston, Dallas, San Francisco, Seattle, Hoboken, Iselin, Jericho, Stamford, Mc Lean

Our Business Tax Advisory practice gives you the opportunity to focus on U.S. tax information reporting and withholding matters. You will work in a group environment on challenging information reporting and withholding engagements across all financial services sectors. The CTORS team works on non‑resident alien (NRA) withholding and reporting, FATCA, domestic withholding, cost basis reporting, CRS, and other compliance initiatives. As you progress, you will become a trusted business advisor to clients, supported by senior tax professionals.

• Interface daily with superiors, peers, subordinates, and clients on large and small CTORS projects.
• Interpret IRS Code and Regulations, draft guidance, analyze data, and develop requirements to help clients translate and implement tax rules.
• Conduct gap analyses of current client policies, procedures, and systems, and write business requirements.
• Prepare documentation including presentations and flow charts.
• Engage in technical analysis, process improvement, and respond to client requests for proposals.
• Support the development of innovative technology solutions and train/manage staff in remote delivery centers.

• Ability to read and interpret IRS Code, regulations, and instructions.
• Strong writing skills for policy and procedure writing.
• Ability to interface with all facets of the business.
• Multitasking and project management capability.
• Creative problem solving and strong critical thinking.
• Ability to drive success as both an individual contributor and team member.

• A Bachelor’s degree from an accredited college/university; J.D., LL.M. in Taxation, and/or Master’s in Taxation (MST) preferred.
• Minimum of 5 years of relevant tax consulting or tax operational experience.
• Licensed attorney or CPA.

• Active participation in industry groups such as SIFMA, ABA, IIB.
• Ability to understand and implement tax rules.
• Demonstrated interest or experience in tax information reporting and withholding work in Chapters 3, 4 and 61.

• Comprehensive compensation and benefits package with base salary ranging from $128,400 to $235,300 (or $154,000 to $267,400 in selected metros). Includes medical, dental, pension and 401(k) plans, and paid time off.
• Hybrid model encouraging in‑person collaboration 60% of the time for external client‑serving roles.
• Flexible vacation policy with time off for EY paid holidays, seasonal breaks, personal/family care, and other leaves of absence.

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and need assistance applying online or requesting an accommodation, please call 1-800-EY-HELP3 or email

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.