Financial Services
Ernst & Young
Financial Services
Ernst & Young
Global professional services: audit, tax, consulting
Location: Chicago, Charlotte, Dallas, Hoboken, Houston, Irvine, Iselin, Los Angeles, New York, Philadelphia, San Francisco
At EY, we’re all in to shape your future with confidence.
We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
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 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.
EY's FSO EDGE State and Local Tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of our clients. You will work alongside our practice office professionals who are knowledgeable and experienced in a wide range of tax areas, processes, and compliance.
Your Key Responsibilities
A Services Manager in FSO EDGE State & Local Tax will be responsible for delivering and managing tax compliance and consulting work for clients. The objective is to recognize and identify problem areas and items that need to be addressed or escalated to ensure client needs are timely and accurately completed. You will also be working in a highly collaborative culture, along colleagues from different practices, while listing and sharing information. Other responsibilities include:
Analyzing an evolving portfolio of complex tax operations to provide meaningful business insights
Identifying potential opportunities and risks and communicating these to our clients
Learning and researching current market trends, to maintain your credibility as a trusted advisor
Developing clear, intelligent plans and approaches to improve our clients’ tax activities
Researching our clients’ business operations and building long-lasting relationships to tailor your advice to their specific needs
Working with a motivated team of professionals
Building effective long-term relationships with our clients
Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge
Managing, coaching and developing a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel
Skills and Attributes for Success
To qualify for the role, you must have
A bachelor’s degree in Accounting, Finance, Business or a related discipline or a graduate degree in Tax or Law
CPA, Enrolled Agent, or Licensed Attorney
A minimum of 5 years of relevant work experience in professional services or professional tax organization
A thorough understanding of automated tax processing systems and laws within your area of technical professionalism
Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds
A commitment to continuing your learning
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 60% of the time over the course of an engagement, project or year.
Ideally, you will also have
A thorough understanding of state and local partnership tax
Proficiency in Office applications (Word, Excel, PowerPoint)
Experience with Return Preparation Software
Experience in working in a variety of teams
Ability to adapt your work style to work with both internal and client team members
What We Look For
We’re interested in people with initiative who are not afraid to speak up, with a genuine desire to service clients in the financial services industry focused on state and local taxes. If you’re ready to further build on your reputation as a professional advisor, this role is for you.
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at [email protected].
Global professional services: audit, tax, consulting
EY provides professional services across Assurance, Tax, Consulting, and Strategy & Transactions through member firms coordinated by EY Global. It serves clients in about 150 countries with cross-disciplinary teams delivering audits, tax planning, technology, risk management, and M&A and strategy advisory. Its global, integrated platform and large network differentiate it by offering coordinated services across disciplines. The goal is to help clients meet regulatory requirements, improve governance and performance, and create value.
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