Tax Services Manager - FSO - GCR/Insurance EDGE

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then 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

We currently have an opportunity for you to join our EDGE Insurance Tax practice as a Manager.  Working with dedicated professionals in the insurance industry, you will be involved in dynamic tax compliance projects to develop your tax technical knowledge. 

Your key responsibilities

As a Services Manager, you will juggle multiple tasks in a high performing environment.  You will oversee financial statement audits as well as review tax returns.  You will also be responsible for delivering and managing multiple projects to continue to provide exceptional client service to our Insurance clients. 

Responsibilities indlude

• Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution 
• Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables
• Ability to lead projects and work independently, with guidance in only the most complex situations 
• Incumbent has specialized depth and/or breadth of expertise
• Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting
• Support effective long-term relationships and manage workflow effectively with our clients
• Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics

• Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors.
• Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations

• Provide effective leadership, formal and informal feedback, and coaching to team members

Skills and attributes for success

• Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed 
• Experience presenting in client conversations regarding complex or difficult topics
• Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations
• Ability to manage multiple work assignments, team members and deadlines simultaneously

To qualify for the role you must have

• Bachelor's Degree in Accounting, Finance, Business Administration, Tax, Law, or Economics with a minimum of 5 years of Tax experience
• Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney
• Strong knowledge of ASC 740 and SSAP 101
• Income tax support for audits and income tax experience for Insurance companies as well as C Corporations
• At least 4 - 5 years of experience in preparing 1120, 1120 PC, 1120 L and consolidated group returns; experience reviewing these returns is a must

Ideally, you'll also have

• Direct experience in state and local taxation (e.g., state return compliance, state income tax accounting, state apportionment fundamentals)
• SEC experience
• Proven experience in managing teams

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.

• 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.