FY27 - Tax Senior - Financial Services Organization - Tax Technology & Transformation

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 FSO Tax Technology and Transformation practice will give you the opportunity to further develop your skills while assisting our financial services clients in dealing with the operational challenges that their world class tax functions are facing today. We offer a broad array of services, including tax accounting and compliance process improvement, tax sensitization of ERP systems, automation of complex hedge fund allocations, and enhancement of tax processes and/or technology to deal with ongoing legislative and regulatory changes. You will be working with clients to improve the operational effectiveness and efficiency of their tax functions and assists them to better connect with executive management.     

 

Your key responsibilities  

Depending on the needs of our clients and your work experience, there are many different types of projects you could be working on; identifying ways to improve operational effectiveness in tax functions, reviewing the process and controls that are in place including technology, looking at effectiveness of the various technology systems our tax clients use to increase automation and data quality throughout tax processes, assessing the overall risk to establish a proper control environment; designing and building custom tax applications. As a senior, you would be working with leadership as a part of these exciting and impactful projects.  Skills required for this role include:

 

• Strong leadership ability, attention to detail, problem-solving skills, analytical abilities  
• Excellent verbal and written communication skills  
• Ability to work on deliverables from offshore teams (as needed) to deliver projects to time, cost and quality requirements  
• Documenting technical and business requirements, including Identifying and prioritizing issues  
• Having an interest and experience in improving the performance of tax functions, the demonstrated ability to team with and motivate others, and willingness to develop meaningful and influential relationships with clients and colleagues  

 

Skills and attributes for success  

To qualify for the role, you must have 

• A bachelor's degree and a minimum of 3 years of relevant work experience
• You are required to be eligible to obtain one of the following certifications:  CPA, JD, Six Sigma Green/Black Belt and/or Project Management Professional “PMP”; master’s degree in Accounting, Tax, Business Administration, Finance, Computer Science, Information Systems or Engineering
• Exposure to the financial services industry, accounting/finance/tax, tax or finance performance improvement, tax software development and/or implementation 

 

Ideally, you will also have  

• Knowledge in implementing tax technology solutions (e.g., CorpTax, ONESOURCE, Sabrix, Vertex, SharePoint, PFI, RPA software) 
• Embedding tax requirements into financial/business systems and processes (e.g., Oracle, SAP, Hyperion, PAM, Investran) 
• Experience with custom applications (e.g., Visual Studio, VBA/VSTO, SQL Server, MS PowerBI Suite)   

 

What we look for