Ernst & Young

Tax Process Advisor - FSO Tax - Tax Tech - Trans - Manager - Multiple Positions - 1742256

Ernst & Young$189K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Tax, Business Administration, Finance, Computer Science, Information Systems, Engineering, or related field, with 5 years of relevant experience; or a Master's degree in one of these fields with 4 years of relevant experience.
  • 4 years of experience in tax or finance process improvement specific to the financial services industry.
  • 3 years of experience in business process analytics and/or product management for tax technology solutions like ONESOURCE or Vertex.
  • 2 years of supervisory experience managing teams of at least 2 on multiple projects.
  • 2 years of experience managing custom applications and technologies like Microsoft Power BI or RPA software.
  • At least one relevant certification (e.g., CPA, CFA, Certified Digital Product Manager).

Responsibilities

  • Provide tax and technology services to financial services clients.
  • Review and improve tax and finance processes for clients, focusing on compliance and reporting.
  • Assist in developing and configuring leading practice tax software solutions.
  • Support the integration of ERP and tax systems and create automated workflows.
  • Develop custom tax applications and automation solutions using various Microsoft technologies.
  • Monitor project tasks to ensure completion, including documentation and overall project profitability.
  • Identify automation opportunities to streamline manual processes and improve reporting capabilities.

Benefits

  • Comprehensive medical and dental coverage.
  • Pension and 401(k) plans.
  • Flexible vacation policy allowing you to determine your own vacation time.
  • Paid time off for holidays, winter/summer breaks, and other personal needs.
  • Opportunities for continuous learning and development.
  • Supportive environment with a focus on diverse and inclusive culture.
Full Job Description
Tax Process Advisor, FSO Tax - Tax Technology & Transformation (Manager) (Multiple Positions) ([redacted]), Ernst & Young U.S. LLP, Irvine, CA.

Provide business tax services and tax technology services to help client financial services companies meet complex demands for direct tax reporting, compliance and planning. Review tax and finance processes for financial services clients by gathering business requirements, evaluating workflows and controls, analyzing tax and financial data, and identifying opportunities for tax technology automation/configuration and process improvement. Assist with the production of leading practice tax software solutions, and support and automate internal and external operations of multinational tax departments. Assist with the production of tax software solutions by configuring tax technology applications, supporting ERP and tax system integrations, and developing automated workflows. Develop custom tax applications and automation solutions for using Microsoft Power BI, Visual Studio, VBA/VSTO, Microsoft SharePoint, Microsoft SQL Server, Power Automate, Power Apps, and/or RPA software. Monitor assigned tasks until completion, including documenting requirements, configuration, testing, debugging systems, documenting and implementing process change and monitoring overall project profitability for financial services clients in the Insurance, Banking Capital Markets and Wealth and Asset Management industries. Identify ways to automate manual tasks using existing and emerging technologies. Consolidate tax data to make analysis and planning more efficient. Improve reporting capabilities to enhance our clients' ability to evaluate risk and capitalize on opportunities.

Manage and motivate teams of professionals with diverse skills and backgrounds. Consistently deliver quality client services by monitoring progress. Demonstrate in-depth technical capabilities and professional knowledge. Maintain long-term client relationships and networks. Cultivate business development opportunities.

Full time employment, Monday - Friday, 40-45 hours per week, 8:30 am - 5:30 pm.

MINIMUM REQUIREMENTS:

Must have a Bachelor's degree in Accounting, Tax, Business Administration, Finance, Computer Science, Information Systems, Engineering or a related field, and 5 years of progressive, post-baccalaureate work experience in tax process improvement. Alternatively, will accept a Master's degree in Accounting, Tax, Business Administration, Finance, Computer Science, Information Systems, Engineering or a related field, and 4 years of work experience in tax process improvement.

Must have 4 years of experience in tax or finance process improvement, with at least 1 year of experience dealing with financial services industry.

Must have 3 years of experience in business process analytics and/or product management for tax technology solutions including at least one of the following: ONESOURCE, Corptax, Sabrix, Vertex, MS SharePoint, PFI, and/or RPA software.

Must have 2 years of experience in supervising teams consisting of at least 2 people on multiple projects and providing direction to team members.

Must have 2 years of experience with managing custom applications including at least one of the following: Microsoft Power BI, Visual Studio, VBA/VSTO, MS SharePoint, MS SQL Server, Power Automate, Power App, and/or RPA software.

Must hold at least one of the following certifications/accreditations: Certified Digital Product Manager (CDPM); Certified Product Manager (CPM); Master's degree in Business Administration, Finance, Economics, Computer Science, Information Systems, Engineering, or Quantitative Economics; Certified Member of the Institute (CMI) for Professionals in Taxation; Certified Public Accountant (CPA) or foreign equivalent; US state Bar license or foreign equivalent; SAP Certified Professional; Certified SAFe Professionals; Chartered Financial Analyst (CFA); Vertex Certified Implementer; Thomson Reuters ONESOURCE Certified Implementer Program (CIP); Microsoft Azure or Azure AI Certified; Microsoft DevOps Engineer Certified; and/or Microsoft Power Platform Certified.

Requires domestic travel up to 50% in order to serve client needs.

Employer will accept any suitable combination of education, training, or experience.

Please apply on-line at ey.com/en_us/careers and click on "Careers - Job Search", "See All", then "Experienced Professionals" (Job Number - 1742256).

What we offer

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 for this job is $189,051.00 per year. 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 40-60% 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.

• Continuous learning: You'll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We'll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We'll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You'll be embraced for who you are and empowered to use your voice to help others find theirs.

EY accepts applications for this position on an on-going basis. If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

The exceptional EY experience. It's yours to build.
EY | Building a better working world

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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