Federal Tax Manager - Financial Services Organization - Banking and Capital Markets

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.  

This position could be located in CA (primary), UT, AZ, WA.

 

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!

 

The opportunity

As a Manager in the FSO Tax Banking and Capital Markets ('BCM') practice you will be the center of engagements with multinational financial institutions. You will be entrusted with leading teams of people, running the operations of engagements that have significant importance to the firm, ensuring the quality and timeliness of deliverables to clients, building relationships with engagement stakeholders, and developing tax technical positions relating to ever evolving tax technical regulations.

 

Your key responsibilities

You will support the development of younger members of the firm by being a mentor or coach. You will be responsible for resource planning and overseeing engagement economics. You will develop work plans, formulate tax technical points of view, and ultimately create deliverables for the client. You will learn to anticipate client inquires, questions, needs, and issues. Engagements may involve tax accounting, tax compliance, federal/state/international tax planning, process improvements, information reporting and withholding.

 

You will have continual direct contact with clients, internal executives, industry groups and peers. You will build deep relationships by participating in round table discussions, client events, EY team building activities and through day-to-day interactions. You will support a diverse array of clients, from organizations focused on a single strategy (e.g., retail banking) to multinational financial conglomerates who are actively involved in all financial businesses. You will be exposed to and relied on to understand these client business activities and advise on the tax regulations which continue to evolve.

 

Skills and attributes for success

· A firm grasp on the sections of the Internal Revenue Code and Treasury Regulations that are relevant to FSO clients

· Identifying opportunities for improvements in operating efficiencies on both internal projects and client engagements

· Using the work performed on our tax compliance and tax provision engagements as a means of identifying opportunities for additional work that would be beneficial for the client

· An ability to synthesize information quickly and efficiently resolve issues

· Mastering a working knowledge of tax compliance forms including state, and local jurisdictions and how they interact with one another

· Complete oversight of the engagement economics of each of the engagements to which you are assigned

 

To qualify for the role you must have

· Bachelor's Degree with a minimum of 5 years of Tax experience

· CPA or licensed Attorney, or the ability to achieve either in one year of employment

· Tax experience in the banking industry or with banking clients is highly desired

· Broad exposure to federal income taxati