In-House
Palo Alto, CA
Tax - General Attorney in Palo Alto, CA
Attorney
Min 5 yrs required
No
If you believe that you have a disability and need an accommodation to complete the online application, please contact us via our phone number above.
Job Title: Tax Manager - Financial Services - Customer Tax Operations and Reporting
Experience: Minimum of 5 years in relevant tax consulting or tax operational experience
Salary: Competitive (Base salary range of $128,200 to $235,100 in all geographic locations in the US)
Location: New York (primary), other locations include IL, CA, MA, TX, WA, NJ, CT, VA
Company: EY
Department: Financial Services Office - Customer Tax Operations and Reporting Services (CTORS)
H1: Join EY as a Tax Manager and make a difference in the financial services industry.
H2: Build a Better Working World with EY as a Tax Manager in Financial Services.
Key Responsibilities:
- Interpret IRS Code and Regulations, draft guidance, and develop requirements for clients
- Conduct gap analysis of current state of clients' policies, procedures, and systems
- Prepare documentation including presentations and flow charts
- Provide technical analysis and process improvement
- Respond to requests for proposals from clients
- Support development of innovative technology solutions
- Train and manage staff located in remote delivery centers
Skills and Attributes:
- Ability to read and interpret IRS Code and regulations
- Strong writing skills for policy and procedure writing
- Ability to multitask and manage projects effectively
- Creative problem-solving and critical thinking skills
- Ability to work well in a team and as an individual contributor
Qualifications:
- Bachelor's degree from an accredited college/university
- ., . in Taxation, and/or Master's in Taxation (MST) preferred
- Minimum of 5 years of relevant tax consulting or tax operational experience
- Licensed attorney, CPA, Project Management Professional, Six Sigma, Lean or equivalent certification, or a certified member of the Institute for Professionals in Taxation
Ideal Qualifications:
- Active participation in industry groups such as SIFMA, ABA, IIB
- Understanding and implementation of tax rules
- Interest in tax information reporting and withholding work
- Experience with non-resident alien (NRA) withholding and reporting, Foreign Account Tax Compliance Act (FATCA), and domestic withholding and reporting matters
What EY Offers:
- Comprehensive compensation and benefits package
- Training and development opportunities
- Flexible vacation policy
- Inclusive and diverse culture
EY is an equal opportunity employer and provides reasonable accommodations to qualified individuals with disabilities. If you need assistance with the application process or require an accommodation, please contact EY's Talent Shared Services Team.
Jul 10, 2025
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Jul 31, 2024
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