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EY Private Equity Tax Operations Manager-Portfolio Companies-Financial Services-Open US location in Birmingham, Alabama

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. 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.

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 and Insurance. 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!

As private equity investments in portfolio companies close, our clients quickly transition from the deal to implementing operations plans to drive value, of which tax is a key component. Our clients also look to us to identify tax planning strategies and to develop and implement tax operations plans that create value for them. In your role as a Private Equity Tax Operations Manager, you will see this firsthand by being immersed in the evolving tax environment through teaming with our global private equity professionals to develop and oversee the implementation of post-transaction tax operating plans, prepare income tax filings, prepare and audit income tax provisions, consult on planning opportunities, and coach and develop your engagement teams while working on globally active business entities.

The opportunity

The Private Equity Tax Operations Manager role involves dynamic tax work and visibility into the full life cycle of private equity-backed companies across a wide range of business industries and varied entity structures (e.g., corporate, partnership, domestic, foreign). In addition to the day-to-day US federal and state tax compliance, you will be exposed to the tax technical implications resulting from an acquisition, refinancing, restructuring or divesture of a company, including but not limited to transaction advisory, accounting methods, state and local tax, credits and incentives, and international tax. You will be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming within EY. In return, you can expect plenty of support designed with your own personal skills and experience

EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. Our market-leading approach combines extensive local compliance and accounting experience in over 120 countries with standard global compliance and tax accounting processes and web-based tools.

Your key responsibilities

You will manage all tax compliance and consulting projects for active business entities in a wide range of business sectors. You’ll work through all the tax reporting implications of the transaction including tracking purchase accounting, working with debt transactions, and modeling of cash taxes. You will spend your time supporting client engagements by coordinating day-to-day interactions with clients, reviewing staff work product, driving delivery of services to meet deadlines, developing internal team members, and managing engagement economics. You'll continuously build on technical competence by keeping up to date on trends, developments and technical authorities and apply them to complex situations. In this role, you will also be tasked with identifying and resolving tax technical issues and sharing insights to improve our efficiency. In addition, you'll partner with other team members to help identify new opportunities for our clients across multiple service lines.

Skills and attributes for success

· Providing our clients with income tax advice and guidance tailored to their unique needs as an operating corporations or partnerships in various business sectors

· Learning and keeping up to date with ongoing trends and changes to legislation that will affect planning activities

· Managing high-performing teams and sharing your experience and knowledge of leading-practices

· Building relationships at all levels both internally and externally, promoting a culture of collaboration

· Preparing practical recommendations to some of our clients' most complex tax issues

To qualify for the role you must have

· A Bachelor's degree in Accounting or a graduate degree in Tax or Law and approximately five years of related work experience

· CPA certification or licensed attorney status

· A background in US federal and state income tax compliance and accounting across multiple industries and entity structures (corporate and / or partnership operating entity experience)

· Experience managing budgets and projects

· The ability to prioritize when working on multiple projects, and the confidence to engage and integrate directly into our clients' teams

Ideally, you will also have

· A proven record in a professional services environment

· Experience in coaching and mentoring junior colleagues

· Strong analytical skills and attention to detail

· The ability to adapt your work style to work with both internal and client team members

What we look for

We're interested in people who are ready to become a part of a highly engaged, diverse, and dynamic team to help us continue to make a real difference to our clients. If you have a desire to significantly expand your tax technical skills, the ability to develop meaningful relationships and the ambition to deliver above and beyond expectations, this role is for you.

What we offer

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 salary range for this job in most geographic locations in the US is $108,500 to $198,900. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $130,200 to $226,000. Individual salaries within those 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.

  • 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.

If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

The exceptional EY experience. It’s yours to build.

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.

EY is an equal opportunity, affirmative action employer providing equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, 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 individuals with disabilities. If you are a qualified individual with a disability and either need assistance applying online or need to request an accommodation during the interview process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY’s Talent Shared Services Team or email SSC Customer Support at ssc.customersupport@ey.com .

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