Ernst & Young

Financial Services - Tax Manager - State & Local Tax, Income Tax - EDGE

Ernst & Young$104K — $191K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, Business, or related field; graduate degree in Tax or Law preferred.
  • CPA, Enrolled Agent, or Licensed Attorney credential required.
  • Minimum of 5 years in professional services or professional tax organization.
  • Strong knowledge of automated tax processing systems and relevant laws.
  • Excellent collaboration and negotiation abilities; confident in challenging senior stakeholders.
  • Commitment to continuous learning and professional development.

Responsibilities

  • Deliver and manage tax compliance and consulting for clients.
  • Analyze complex tax operations to provide actionable business insights.
  • Identify risks and opportunities while communicating with clients.
  • Research market trends to enhance credibility as an advisor.
  • Develop strategic plans to streamline clients' tax activities.
  • Build tailored relationships by understanding client business operations.
  • Coach and develop a team of tax professionals.

Benefits

  • Comprehensive performance-based compensation and benefits package.
  • Hybrid work model, with 60% in-person collaboration expected.
  • Flexible vacation policy allowing personalized time-off needs.
  • Paid time off for designated holidays, winter/summer breaks, and other personal leaves.
Full Job Description
Location: Chicago, Charlotte, Dallas, Hoboken, Houston, Irvine, Iselin, Los Angeles, New York, Philadelphia, San Francisco

The opportunity

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 - 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!

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.

EY's FSO EDGE State and Local Tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of our clients. You will work alongside our practice office professionals who are knowledgeable and experienced in a wide range of tax areas, processes, and compliance.

Your Key Responsibilities

A Services Manager in FSO EDGE State & Local Tax will be responsible for delivering and managing tax compliance and consulting work for clients. The objective is to recognize and identify problem areas and items that need to be addressed or escalated to ensure client needs are timely and accurately completed. You will also be working in a highly collaborative culture, along colleagues from different practices, while listing and sharing information. Other responsibilities include:

  • Analyzing an evolving portfolio of complex tax operations to provide meaningful business insights

  • Identifying potential opportunities and risks and communicating these to our clients

  • Learning and researching current market trends, to maintain your credibility as a trusted advisor

  • Developing clear, intelligent plans and approaches to improve our clients' tax activities

  • Researching our clients' business operations and building long-lasting relationships to tailor your advice to their specific needs

  • Working with a motivated team of professionals


  • Building effective long-term relationships with our clients

  • Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge

  • Managing, coaching and developing a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel


Skills and Attributes for Success

To qualify for the role, you must have

  • A bachelor's degree in Accounting, Finance, Business or a related discipline or a graduate degree in Tax or Law

  • CPA, Enrolled Agent, or Licensed Attorney

  • A minimum of 5 years of relevant work experience in professional services or professional tax organization

  • A thorough understanding of automated tax processing systems and laws within your area of technical professionalism

  • Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds

  • A commitment to continuing your learning


Ideally, you will also have

  • A thorough understanding of state and local partnership tax

  • Proficiency in Office applications (Word, Excel, PowerPoint)

  • Experience with Return Preparation Software

  • Experience in working in a variety of teams


  • Ability to adapt your work style to work with both internal and client team members


What We Look For

We're interested in people with initiative who are not afraid to speak up, with a genuine desire to service clients in the financial services industry focused on state and local taxes. If you're ready to further build on your reputation as a professional advisor, this role is for you.

What we offer you
  • We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $104,600 to $191,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $125,400 to $217,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
  • Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year.
  • Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.


Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an on-going basis.

For those living in California, please click here for additional information.

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

About Ernst & Young

Ernst & Young (EY) is a multinational professional services firm that provides audit, tax, consulting, and advisory services to clients in a wide range of industries. The firm was founded in 1989 through the merger of Ernst & Whinney and Arthur Young & Co., and has since grown to become one of the largest professional services firms in the world. EY is committed to building a better working world by helping its clients solve their toughest challenges, and by creating a positive impact on the communities it serves.
Learn more about Ernst & Young
Size
300,000 employees
Industry
Founded
1989

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