EY 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. As a Manager in Customer Tax Operations and Reporting, you will play a pivotal role in supporting financial institutions with regulatory compliance and tax reporting.

Responsibilities:

Managing the end-to-end process for FATCA and CRS compliance, ensuring accuracy and timeliness
Advising clients on regulatory changes and supporting their adherence to economic substance laws
Overseeing the delivery of comprehensive tax reporting services, utilizing advanced technology to drive efficiency and compliance
You will interface daily with superiors, peers, subordinates, and clients on a variety of CTORS projects
This may include interpreting IRS Code and Regulations, drafting technical guidance, performing data analysis, and developing requirements that help clients understand and implement complex tax rules
You may conduct gap analyses of clients’ current policies, procedures, and systems and help document business requirements
You will be part of a team that develops project documentation, including presentations and process flowcharts
You will also have the opportunity to support the development of innovative technology solutions and work with staff located in remote delivery centers
In this role, you’ll be responsible for managing and delivering one or more processes, solutions, or projects, with a strong focus on quality and effective risk management
You’ll continuously seek process improvements and innovative solutions, drawing on research, analysis, and best practices
You may manage professional employees or supervise others to deliver complex technical initiatives, and you’ll be accountable for performance and results
Your expertise will guide others, and you’ll interpret internal and external issues to recommend quality solutions
You’ll be expected to meet performance objectives and metrics set locally, including client service, quality and risk management, sales and business growth, solution development, and teaming
This is a billable role, leading workstream delivery, tracking deliverable completion and project status, and regularly traveling as needed by external clients
You’ll actively participate in client working sessions, lead workstreams, identify opportunities for additional services, manage engagement economics, and implement resource plans and budgets
Develop solutions to complex problems, exercising judgment in selecting methods, techniques, and evaluation criteria for obtaining results
Recommend changes to policies and establish procedures that affect your immediate work area and potentially the broader business function
Lead the implementation of innovative solutions and continuous process improvements

Requirements:

Bachelor's degree required (4-year degree)
Typically, no less than 4 – 6 years relevant tax consulting or tax operational experience
Be a licensed attorney or CPA
Active participation in industry groups such as SIFMA, ABA, IIB
The ability to understand and implement tax rules
A demonstrated interest in tax information reporting and withholding work in Chapter 3, Chapter 4 and Chapter 61 or some experience working with these matters
Experience managing professional employees or supervising others to deliver complex technical initiatives
Demonstrated ability to lead workstreams, manage engagement economics, and implement resource plans and budgets
Strong analytical and decision-making skills, with a track record of developing solutions to complex problems
Experience in a client-facing, billable role with regular travel requirements

Senior Principal, Executive Operations

About this role