Financial Services - State and Local Tax, Tax Controversy, Manager

Will you shape the future or will the future shape you?

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! 

EY's State and Local Tax (SALT) team is a growing practice within the organization, and you'll see that growth reflected in your career. As a Tax Manager, you'll play an important role within a rapidly expanding team that has experienced significant recent growth and aims to double in size over the next few years. With support from some of the most engaging professionals in the business, you can expect to further develop your tax technical skills, leadership capabilities, and business experience. It's all about taking on new challenges and responsibilities as they arise while making the most of our dedicated mentors and training programs.

Advise on indirect tax regulatory changes; design strategies, operating models, processes, and compliance frameworks that raise efficiency and meet requirements. Identify opportunities for tax optimization, credits and refund recovery, exposure reduction; manage strategies, compliance, remediation, controversies, and corrective filings. Support process review and technology transformation.

• Translate regulatory changes into practical compliance and reporting solutions.
• Implement operating models and frameworks across the indirect tax lifecycle.
• Lead optimization, recovery, and exposure‑reduction initiatives.

Your key responsibilities

You'll likely spend most of your time on a diverse array of projects, responsibilities, and tasks, with a focus on tax controversy and advisory matters. To support these efforts, we'll look to you to apply your extensive knowledge of state and local tax concepts and law. You can expect to be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role.

• Contributing to the overall success of the team by developing a thorough understanding of EY methodologies and tools
• Challenging traditional procedures and finding new approaches to address tax matters
• Building client relationships and demonstrating your knowledge of the financial services industry
• Staying abreast of state and local tax developments and emerging trends affecting the marketplace

Lead workstream delivery, track status and deliverables, and participate in client working sessions. Identify opportunities for additional services, contribute to RFPs, manage engagement economics, and implement resource plans and budgets. Guide teams, drive improvement, and recommend solutions by interpreting internal/external issues. Travel required regularly for external clients.

• Develop solutions to complex problems and select suitable methods and criteria.
• Recommend policy changes and establish procedures for your area or function.
• Apply depth of expertise to guide others toward quality solutions.

Skills and attributes for success

Client‑facing delivery leadership, disciplined quality and risk management, continuous improvement, and the ability to guide teams toward outcomes. Communicate with impact and bring commercial astuteness to drive growth.

• Manage and deliver processes, solutions, and projects with a focus on quality and risk.
• Lead or supervise professionals to deliver complex technical initiatives with accountability for results.
• Interpret internal/external issues to recommend innovative, practical solutions.
• Meet locally set performance metrics across client service, quality, sales, solution development, and teaming.

To qualify for the role, you must have

• Bachelor’s degree (4‑year degree) with an emphasis in accounting, finance, or economics
• Typically 4–6 years of relevant experience
• Strong tax technical skills including tax research and writing skills, flow through entity taxation, income and franchise taxes, transfer taxes, and compliance skills as it relates to multi-state jurisdictions
• Project management experience in delivering high-quality work products in a fast-paced environment
• Excellent verbal and written communication skills
• Tax legislation and impact assessment.
• Indirect tax refund and recovery review.
• Tax planning and optimization.
• Audit quality and remediation techniques.
• Process improvement and optimization.
• Operating model design and analysis.
• Credit modelling.
• Data quality.
• Accounting principles and standards.
• Risk mitigation.
• Data analysis and interpretation.
• Tax compliance and reporting requirements.
• Data visualization and storytelling.
• Application and tool analysis.
• Sustainability drivers and mega trends.
• Building and managing relationships.
• Client trust and value.
• Communicating with impact.
• Emotional agility.
• Hybrid collaboration.
• Complex problem solving.
• Critical thinking.
• Driving outcomes.
• Learning agility.
• Commercial astuteness.
• Leading teams.
• Managing change.
• Negotiation and influencing.
• Sector knowledge.
• Global mindset.
• 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’ll also have

• Experience leading workstreams across planning, execution, and closure.
• Practical management of engagement economics and resource planning.
• Experience communicating with tax authorities, advocating on behalf of clients and writing persuasively.
• Experience collaborating with teams and providing input on performance evaluations and hiring.

What we look for

Leaders who balance client impact with quality and risk discipline, apply sound judgment to ambiguous problems, and elevate outcomes through team guidance, clear communication, and a global, inclusive mindset. Proactive about improvement, commercially savvy, and energized by collaboration with clients.

Are you ready to shape your future with confidence? Apply today.

What we offer you
At EY, we harness our collective strength to empower you to shape your future with confidence through professional growth, personal fulfillment and an inclusive culture. Learn more at ey.com/us/careers.

• We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business.  The base salary range for this job is: 
• • New York City, Boston, and Washington DC Metro Areas, Washington State, and Southern California offices – $126,100 to $210,100
  • Bay Area California offices – $131,400 to $218,900
  • All other offices locations in the US, including Sacramento – $105,100 to $192,600
• Individual salaries within these ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.  In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
• Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

Are you ready to shape your future with confidence? Apply today.                                              

• To make the most of your application experience, please limit yourself to two applications within a six-month period.
• EY accepts applications for this position on an on-going basis.
• For those living in California, please click here for additional information.
• At EY, our values set the foundation for how we work and the behaviors we expect of our people. Any misrepresentation or falsification of information or lack of integrity at any point in the recruiting process may result in withdrawal of your candidacy, revocation of an offer or immediate termination of employment.

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.

All in to shape the future with confidence.

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].