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EY Manager - National Tax - Tax Technology & Transformation - Microsoft D365 in San Jose, California

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.


Manager - National Tax – Tax Technology and Transformation – Microsoft D365

EY Tax Technology and Transformation

Tax Technology and Transformation offers services to companies in response to the impact of existing and emerging technology, including the growing data burden that many businesses face, driving efficiencies to create a cost-effective tax function and the need to understand how to make data an asset. The underlying objective of the combined offerings is to help businesses navigate the digital age of tax transparency alongside new trends in tax compliance and tax audit methods, as well as helping to solve the most pressing challenges that businesses face. Tax Technology and Transformation is composed of the following services:

  • Digital tax transformation

  • Tax applications-as-a-service

  • Tax data management

  • Tax analytics and reporting solution development and enhancement

  • Emerging tax technology, including robotic process automation (RPA), artificial intelligence (AI), blockchain, cloud solutions, data lake development and business intelligence innovation

  • Tax technology program mobilization

  • Custom tax technology solution development and deployment

  • Tax technology strategy

  • Direct and indirect tax systems implementation and configuration

  • Post-transaction (M&A) tax function operational services

  • Tax operating model transformation, including process improvement, risk and controls

  • Tax function assessments

The opportunity

The field of taxation is constantly changing as new laws, regulations and technologies are created, and this is your opportunity to be part of that development. This is an area that has seen plenty of recent growth and investment – and you will see that reflected in your career. It is no exaggeration to say that you will be working on highly publicized projects.

Your key responsibilities

Depending on your unique skills and ambitions, you could be supporting various client projects, from assisting in the production of leading practice Microsoft Dynamics, Azure and Modern workplace cloud solutions to traditional MS SQL Server, SharePoint and MS Power BI solutions, to implementing third-party tax applications, to supporting and automating internal and external operations of multinational tax departments. Whatever you find yourself doing, you will contribute and help toward developing a technically diverse and talented team, all the while handling activities that focus on quality and commercial value. This is a highly regulated industry, so it is all about maintaining our reputation as trusted advisors by taking on bold initiatives and owning new challenges.

Skills and attributes for success

  • Taking ownership of assigned tasks and monitoring them until completion, including documenting requirements, configuration, testing, debugging, project profitability, and tax systems and process configuration

  • Identifying ways to automate manual tasks using existing financial or tax systems and emerging technologies

  • Consolidating tax data to make analysis and planning more efficient

  • Being a thought leader when it comes to bringing new ideas, solutions, or products to market

  • Improving reporting capabilities to enhance our clients’ ability to evaluate risk and capitalize on opportunities

  • Supporting project team members in any way (eg: tax technical, process operations technical, data/technical guidance) needed to help ensure timely completion of deliverables

To qualify for the role, you must have

  • A bachelor’s degree in Information Systems and/or a master’s degree in Accounting, Tax Technology, Management Information Systems, or Computer Science or related field and a minimum of 5 years of related work experience

  • Prior experience in implementing Dynamics 365, Microsoft 365 or Microsoft Azure cloud solutions

  • Avid interest for the use of Microsoft technologies for solution development

  • Approved technical certification (e.g.: MB-920, MB-910),, CPA license or membership to a state Bar

  • A strong interest in technology and its use in business processes

  • Excellent communication and business writing skills

  • A natural flair for problem solving and an entrepreneurial approach to work

  • Strong organizational and time management skills, with exceptional client-serving consulting skills

  • Demonstrated ability to capture and synthesize business requirements

  • Ability to lead a team, mentor counselees, and manage client-serving business

  • Ability to identify new client service opportunities and manage client relationships

Ideally, you will also have

  • Prior experience in implementing Dynamics 365, Microsoft 365 or Microsoft Azure cloud solutions

  • Experience implementing third-party direct or indirect tax systems (such as ONESOURCE, Corptax, Vertex, Avalara, Longview, etc.)

  • Microsoft Office VBA development

  • Microsoft Power Platform suite, including Power BI, Power Pivot, Power Query, Power View and Power Map

  • Knowledge and experience in the design and development of databases and data warehouses (specifically SQL Server, Azure Synapse)

  • Experience with developing ETL solutions using SSIS or other tools

  • ERP experience, including SAP, Dynamics and/or Oracle

  • Microsoft 365 cloud development (e.g.: Power Apps, SharePoint development)

  • Experience managing large, multidisciplinary projects that impact tax (e.g., ERP implementations, tax co-sourcing engagements, finance transformations)

  • Experience in tax function transformation and automation

We are looking for knowledgeable technical professionals with an excellent general knowledge of both international and domestic tax. You will need excellent business acumen and a firm strategic vision, so if you are ready to use those skills to develop your team, this role is for you.

What we offer

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, 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, in accordance with applicable law.