Tax Senior Manager - Financial Services - Wealth and Asset Management - Multi-Client - EDGE

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all.   The exceptional EY experience. It's yours to build.   EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.  

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.

 

The Opportunity

When you join EY EDGE, you’ll be at the heart of EY’s critical mission to build a better working world by applying your knowledge, skills, and experience in assisting clients in meeting their business objectives. You will learn, grow, and contribute — building new relationships and discovering the satisfaction that comes with producing high-quality, valued work and advice.

 

Your Key Responsibilities

Serve as the Tax Functional Leader across compliance, advisory or annuity tax service delivery.  Lead tax processes by directing and coordinating day-to-day interactions with the team, reviewing engagement work product, driving delivery of services to meet deadlines for client deliverables, developing internal team members, and managing the functional efforts of such tax processes.

Independently recognize and identify problem areas and items that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and tax projects are timely and accurately completed.  Serve as a trusted advisor and role model across multiple teams, research tax law issues, provide advice and assistance managing risks and across tax compliance and/or advisory services.

 

Responsibilities include:

• Direct and coordinate all work activities relating to the preparation and delivery of tax compliance client service
• Lead tax delivery processes and build alliances through teaming, and/or act as a deep subject matter expert.
• Oversee large team and provide visibility to leadership on status, issues, or situations which need to be addressed 
• Manage and monitor team's work, progress reporting, workload, quality and utilization/overtime distribution across the team
• Troubleshoot and identify complex process problems, process data submissions, analyze and resolve complex issues
• Take responsibility for quality of tax work product, and manage opportunity and engagement risk for the same
• Leverage the usage of standard technologies and processes while driving efficiency and quality of deliverables.
• Leverage LEAD for career, development, and performance conversations. Act as a counselor and coach and develop a team of tax professionals and actively participate in their performance management

 

Skills and Attributes for Success