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, too. Join us and build an exceptional experience for yourself, and a better working world for all.
Job Title – US Tax Manager – Partnership, (Federal) – Financial Services
This position is open to individuals who are either specialist in any of the above (OR) possess competencies in more than one area.
The Opportunity
When you join the EY GDS FSO Tax team, 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’ll learn, grow and contribute – building new relationships and discovering the satisfaction that comes with producing high-quality valued work, and advice. You will work independently to 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.
Your Key Responsibilities include
Perform a detailed review of any or some of the below:
A. Partnership tax returns (Form 1065);
for any of these: operating entities, Private Equity, Hedge, Funds of Funds, blocker corporations, Regulated Insurance Companies (Mutual Funds), Banks, Insurance or Private Foundation entities.
Knowledge about recent tax developments and changes, including Schedules K-2/K-3 reporting requirements.
Review book-to-tax adjustments and reclasses, taxable income calculations, and investor allocations.
Compile and evaluate moderately complex data, computations, documentations and various tax and accounting technologies.
Identify complex tax related issues and providing recommended solutions via research and/or position development.
Manage client relationship by ensuring data quality, evaluate team performance, resolve issues and provide suggestions on implementation plans.
Oversee tax processes by 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.
Provide effective leadership, feedback and coaching to team members
Build effective long-term relationships and manage workflow effectively with our clients and understand their unique needs to provide tailored services.
Skills and attributes for success
Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics.
Demonstrate deep technical excellence of Tax offerings and broaden technical skills across capabilities.
Leadership (advising and providing direction) to others and maintaining internal network by providing such technical assistance to others within team and cross functional teams in area of expertise.
Develop, document, and gain cross functional alignment on processes to support clients and internal teams.
Mentor/coach team members to develop technical and leadership capabilities.
Ability to support recruitment and periodic performance management activity.
To qualify for the role, you must have
Graduate or postgraduate degree in finance/accounting/commerce/statistics
5+ years of experience
Ideally, you’ll also have
CPA/EA certification (preferred but not mandatory)
Ability to read, interpret, and apply the tax legislation.
Good written and verbal communication skills are needed, along with team handling and leadership skills.
Proficient using Microsoft products such as Excel, Word, and Power Point
What we look for
We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
What we offer
EY Global Delivery Services (GDS) is a dynamic and truly global delivery network. We work across six locations – Argentina, China, India, the Philippines, Poland and the UK – and with teams from all EY service lines, geographies and sectors, playing a vital role in the delivery of the EY growth strategy. From accountants to coders to advisory consultants, we offer a wide variety of fulfilling career opportunities that span all business disciplines. In GDS, you will collaborate with EY teams on exciting projects and work with well-known brands from across the globe. We’ll introduce you to an ever-expanding ecosystem of people, learning, skills and insights that will stay with you throughout your career.
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 | Building a better working world
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.
Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.
Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.