EY Senior 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.
Location: NEW YORK, BOSTON, WASHINGTON DC, PHILADELPHIA, ATLANTA, MINNEAPOLIS, CHICAGO, DALLAS, HOUSTON, SAN FRANCISCO, SAN JOSE, LOS ANGELES
Senior 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 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 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’ll 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 8 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 sell services and manage client relationships
Ideally, you will also have
- Microsoft Dynamics 365 implementation experience
o Certification in any of the following is a plus:
o Exam MB-920: Microsoft Dynamics 365 Fundamentals (ERP) - Learn | Microsoft Docs
o Exam MB-910: Microsoft Dynamics 365 Fundamentals (CRM) - Learn | Microsoft Docs
- Microsoft Azure implementation experience
o Certification in any of the following is a plus o Exam AZ-303: Microsoft Certified: Azure Solutions Architect Expert - Learn | Microsoft Docs o Exam AZ-304: Microsoft Azure Architect Design - Learn | Microsoft Docs
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, Azure Data Factory or other tools
ERP experience, including SAP, Dynamics and/or Oracle
Microsoft Azure cloud solutions development (e.g.: Data Factory, Synapse)
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.
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