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EY Tax Senior Services Manager – Financial Services Organization - EY EDGE in Los Angeles, California

Tax Senior Services Manager – Financial Services Organization - EY EDGE


Requisition # LOS004CA

Post Date Feb 11, 2021

Tax Senior Services Manager FSO - EY EDGE

EY is the only professional services firm with a separate business unit (“FSO”) that is dedicated to the financial services marketplace. Our FSO teams have been at the forefront of every event that has reshaped and redefined the financial services industry. If you have a passion for rallying together to solve the most complex challenges in the financial services industry, 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.

The Opportunity

When you join EY EDGE, 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 will learn, grow and contribute — building new relationships and discovering the satisfaction that comes with producing high-quality, valued work and advice.

Your Key Responsibilities

Serve as the Tax Functional Leader on compliance or annuity engagements. Lead engagements by directing and coordinating day-to-day interactions with clients, reviewing engagement work product, driving delivery of services to meet deadlines and client expectations, developing internal team members, and managing engagement economics.

Responsibilities include:

  • Direct and coordinate all work activities relating to the preparation and delivery of tax compliance client service

  • Focus on delivery of exceptional client service, manage and grow a book-of-business and/or serve as a subject matter professional and enhance brand reputation.

  • Lead engagements and build alliances through teaming to build business, and/or act as a deep subject matter expert and internal arbiter on technical issues

  • Oversee large team and provide visibility to leadership on status, issues, or situations which need to be addressed

  • Manage and monitor teams work, progress reporting, workload, quality and utilization/overtime distribution across the team

  • Troubleshoot and identify complex process problems, process client data submissions, analyze and resolve complex issues

  • Take responsibility for Service Quality, and manage opportunity and engagement risk for engagements

  • Understand the business financials that ensure work is accomplished on budget through review of teams out-of-scope efforts and client billable hours

  • Leverage the usage of standard technologies and processes while driving efficiency and quality of deliverables.

  • Support the acquisition of new clients through participation in business pursuit calls, and/or oral presentations Leverage LEAD for career, development, and performance conversations.Act as a counselor and coach and develop a team of tax professionals and actively participate in their performance management

Skills and Attributes for Success

  • Working independently with direct supervisory responsibilities

  • Specialized depth and/or breath of expertise

  • Ability to provide leadership (advising and providing) direction to others in financial areas of specialization and lead coordination of daily work activities and review the most complex work of other teammates

  • Employee may also regularly lead multiple projects

  • Employee works independently, with leadership guidance in only the most complex situations

  • Employee has the authority to make significant choices and decisions, without specific guidance or direction from leadership

To qualify for the role, you must have

  • Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics

  • CPA, EA or licensed attorney

  • Minimum of 10 years of work experience in professional services or professional tax organization

  • Ability to prioritize, handle and track multiple assignments

  • Ability to work in unstructured environment, demonstrated ability to resolve complex tax issues across multiple functions

  • Strong analytical and problem-solving skills

  • Ability to identify improvement opportunities and actively engage in implementing improvements

  • Demonstrated leadership skills and proven skills in developing employees

  • Strong oral and written communication as well as presentation skills

  • Experience with financial and tax applications such as GoSystems, CorpTax, Onesource, as required by area of specialism

  • Proficient using Microsoft products such as Excel, Word, and Power Point

  • Proficiency in tax accounting systems

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 working at EY offers

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, both pension and 401(k) plans, a flexible vacation policy plus 19 observed holidays, as well as a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

  • Support, coaching and feedback from some of the most engaging colleagues in the industry

  • Opportunities to develop new skills and progress your career

  • The freedom and flexibility to handle your role in a way that’s right for you

About EY

As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. So that whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.

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

Make your mark. Apply today

EY provides 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, in accordance with applicable law.