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EY Tax Senior Services Manager - Financial Services - Customer Information Tax Reporting in Salt Lake City, Utah

Tax Senior Services Manager - Financial Services - Customer Information Tax Reporting


Requisition # UNI00IAW

Post Date Jun 03, 2021

Tax Senior Services Manager – Customer Information Tax Reporting

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!

The Opportunity

Serve as the 1099/1042-S Reporting Lead as part of the US IRW operations team for Managed Service engagements. Responsible for actioning all team escalations related to data preparation, data aggregation, report preparation, report submission, filings and other various reporting activities. Manage US IRW operations Managed Service team by directing and coordinating day-to-day interactions with clients (as needed), reviewing engagement work product, driving delivery of services to meet deadlines and client expectations, developing internal team members, and managing engagement economics.


  • Understanding and working knowledge of:

  • U.S. tax information rules applicable to U.S. Persons and non-U.S. Persons including, but not limited to, backup withholding and NRA withholding, IRS Forms W-9 and W-8 and their associated requirements;

  • Forms 1098, 1099 series, and 1042-S;

  • Forms 945 and 1042, FATCA and CRS regulations, inter-governmental agreements, and associated reporting requirements.

  • Federal, State and local information reporting rules

  • Trading systems, payment systems, tax processing systems and information reporting systems

  • Oversee US IRW 1099/1042-S operations Managed Service 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

  • Responsible for all Managed Service team escalation and resolution and provide visibility to leadership

  • Ensure consistent and standardized US IRW processes and procedures are implemented and in place for all US IRW operations performed by the Managed Service team; develop and coordinate training as needed

  • Responsible for execution of controls and effectiveness

  • Support client internal audits and external audits as needed to provide supporting documentation of current processes

  • Evidencing performance and introducing efficiencies via production of the appropriate KRIs and KPIs for Management

  • 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 (as needed)

To qualify

  • BS/BA in Business or related area

  • MBA/MS in a related operational field is preferred

  • 8+ years of operational delivery experience

  • Experience in managing a team and production line team preferred

  • JD, CPA, EA or other certifications are required

  • Ability to prioritize, handle and track multiple assignments

  • Strong analytical and problem-solving skills

  • Strong data analysis capabilities

  • Ability to draft/design business requirements, process flow diagrams and rules matrices

  • Change management, operations and process improvement experience

  • 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

  • Exceptionally strong organization, process and people management skills

  • Excellent trouble shooting, execution and communication (written and verbal) skills

  • Proficient using Microsoft products such as Excel, Word, and Power Point, Proficiency in tax accounting systems

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.