Tax Manager - Financial Services Organization Banking & Capital Markets jobs at Ey in United States, Chicago

Transformation Architecture and Delivery_ Senior Consultant

You’ll contribute to the design and delivery of business and solution architecture frameworks, product management approaches, and value realization structures. Your work will support the implementation of transformation offices (TMO, VMO, EPMO) and help clients optimize performance across workstreams.

Key Responsibilities

As a Senior Consultant, you will:

• Support the setup and operation of transformation management structures (TMO, VMO, EPMO).
• Collaborate with client and EY teams to design and deliver business and solution architecture frameworks.
• Contribute to product and program road mapping, maturity assessments, and value tracking.
• Assist in managing project timelines, budgets, and quality standards using Agile and Waterfall methodologies.
• Identify process improvement opportunities and support the implementation of innovative solutions.
• Participate in the delivery of complex technical initiatives and transformation programs.
• Travel as needed to support client engagements.

Skills and Attributes for Success

To thrive in this role, you’ll bring:

Core Competencies

• Strategic Transformation leadership, including TMO/PMO oversight, Agile Program Management (SAFe, Scrum), and end-to-end delivery.
• Expertise in Risk and Resource Management across workstreams and organizational levels.
• Proven experience in operating model design, governance model development, and change management transformation.
• Strong capabilities in business case development, ideation and storytelling, advanced data modeling, and value realization.
• Budget ownership and maintenance for projects exceeding $1M.
• Technology strategy and implementation, including AI, LLM, RPA, and ERP (SAP/Cloud) integration.
• Advanced knowledge of performance management, process improvement, portfolio strategy, cost optimization, and technology deployment.

Leadership & Collaboration

• Demonstrated success leading cross-functional teams as a workstream lead, deliverable owner, and mentor.
• Skilled in C-Suite advisory, executive communications, and facilitating organizational workshops or large-scale presentations.
• Ability to manage tasks and workstreams independently or as part of a team.
• Builds strong relationships across EY practices and with client stakeholders.

Strategic & Analytical Attributes

• Technical proficiency combined with strong business acumen, with a focus on quality and risk management.
• Initiative in identifying opportunities for improvement and innovation.
• Experience with tools and techniques used in transformation delivery.
• Data-driven decision-making with a results-focused and innovative mindset.

Personal Attributes

• Strong leadership presence with concise and effective communication skills.
• Proactive problem solver with a curious, growth-oriented mindset.
• Demonstrates agility, adaptability, and thrives in collaborative, large-team environments.
• Flexible storytelling tailored to diverse audiences.
• Deep market and industry knowledge to inform strategic decisions.

To Qualify, You Must Have

• A bachelor’s degree (required); advanced degree is a plus.
• At least 2 years of client facing consulting experience, preferably in a professional services or management consulting firm, or similar environment with comparable experience in industry sector noted below.
• Exposure to business process documentation and enhancements and solution architecture, product and portfolio management, and program delivery.
• Experience supporting transformation initiatives. For example;
• TMO/EPMO setup and operations
• Familiarity with change management and delivery methodologies.
• Strong problem-solving skills and digital fluency.
• Excellent oral and written communication skills.
• Willingness to travel (estimated at 60–80%).

Ideally, You’ll Also Have

• A degree in Computer Systems, Engineering, Economics, or Business.

• ERP or AI/Data Fabric implementations or central data office experience

• Certifications such as PMP, Six Sigma, or Agile-related credentials.
• Sector experience in industries such as Technology, Media and Telecommunications (TMT), Private Equity (PE), Industrials and Energy, including Oil, Gas and Chemicals and Power and Utilities (P&U), Media & Entertainment, Consumer and Health including Health, Life Sciences, or Consumer Products and Retail
• Experience supporting pursuit efforts and contributing to RFP responses.
• Experience in professional services client-facing consulting
• Effective stakeholder engagement skills.

What We Look For

We’re looking for collaborative, curious professionals who bring structure, creativity, and insight to transformation programs. Success in this role requires a balance of analytical thinking, delivery focus, and relationship-building. If you’re ready to grow your consulting career while helping clients achieve meaningful outcomes, we’d love to hear from you.

Handling tax in such a large, sophisticated organization takes more than just a technical understanding of current tax practices. As a Sales and Use Tax Manager, we will look to you to apply your knowledge to a wide range of tax areas and processes, devising strategic outcomes to some very complex issues. In return, you can expect the support of some of the most engaging colleagues around, as well as plenty of opportunities to progress your career.

Our tax function is constantly evolving, and it’s here you’ll find everything you need to grow as we do. It’s all about taking on new skills and responsibilities as they arise and making the most of our dedicated mentors and training programs.

Your key responsibilities

It’s fair to say there’s no average day for a Sales and Use Tax Manager – so you’re likely to spend your time on a diverse array of projects, responsibilities and tasks. Whatever you’re working on, our clients will turn to you for up-to-the-minute tax advice they can always rely on. To make that happen, you’ll be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role.

Skills and attributes for success

• Analyzing an evolving portfolio of complex tax operations to provide meaningful business insights
• Identifying potential opportunities and risks and communicating these to our clients
• Learning and researching current market trends, to maintain your credibility as a trusted advisor
• Developing clear, intelligent plans and approaches to improve our clients’ tax activities
• Researching our clients’ business operations and building long-lasting relationships to tailor your advice to their specific needs
• Managing a motivated team of professionals, guaranteeing they have the skills, knowledge and opportunities to reach their full potential

To qualify for the role, you must have

• A bachelor’s degree in Accounting, Finance, Business or a related discipline
• Professional knowledge in a broad range of sales and use tax processes, concepts and tools
• Experience managing budgets, people and projects
• A proven record of excellence in a professional services or tax organization
• Technical writing and research experience in a tax context
• The ability to prioritize when working on multiple complex projects
• Strong influencing skills, and the confidence to question existing processes
• Willingness to travel as needed, and working in a balanced hybrid environment

You’ll also have

• An achieved CPA qualification, certification as a member of the Institute for Professionals in Taxation, CMI designation, or be a member of a state bar

What we look for

We’re interested in people with initiative who are not afraid to speak up, with a genuine desire to make things better across the business. You’ll need strong software skills and the ability to handle complex data from multiple sources. If you’re ready to further build on your reputation as a professional advisor, this role is for you.

Our EPM team combines deep financial planning expertise with modern technology solutions to solve our clients’ most pressing challenges. You’ll guide clients through the complexities of Enterprise Performance Management—from redesigning FP&A processes to implementing technology-enabled planning, budgeting, and forecasting solutions. Our Advisory Seniors help clients transform their financial planning capabilities, optimize decision-making processes, and build scalable frameworks that drive organizational performance.

This is a high-growth practice area with significant opportunities for career development and skill expansion, ideal for FP&A professionals looking to expand into consulting or consultants seeking to deepen their financial planning expertise.

Your key responsibilities

As a Senior Manager, you’ll lead the delivery of sophisticated FP&A and EPM solutions that align with client strategic objectives. You’ll own budget management, oversee end-to-end project execution, and drive measurable outcomes while cultivating deep client relationships. You will oversee complex financial processes and projects, providing leadership and direction to teams and managers. You will be accountable for building client relationships, driving revenue generation, and ensuring the successful delivery of engagements. This role presents opportunities to solve complex problems, drive thought leadership, and innovate within the organization.

• Lead the effective management and delivery of financial processes, solutions, and projects.
• Ensure a focus on quality and risk management while driving continuous process improvement.
• Guide teams and supervise others to deliver complex technical initiatives.

• Provide deep insight and guidance to teams, driving performance and innovation.
• Build and manage client relationships to support business growth.

Skills and attributes for success

To excel as a Senior Manager, you must possess advanced analytical skills, strategic vision, and the ability to lead teams across multiple activities. Your impact will be felt through your ability to solve complex problems, drive innovation, and deliver results in a fast-paced environment.

• Deep understanding of FP&A processes, financial modeling, and business partnering
• Demonstrated ability to deliver complex transformation projects on time and on budget
• Strong business acumen with the ability to connect finance processes to strategic outcomes
• Proven success building lasting client relationships and driving commercial outcomes
• Excellent communication skills—able to translate financial concepts for diverse business audiences
• Flexibility to travel as client engagements require
• Demonstrate expertise in financial planning and analytics through analysis and knowledge of best practices.
• Lead teams and provide direction across multiple activities.
• Apply critical thinking and problem-solving skills to drive innovation.
• Exhibit commercial acumen and a global mindset.

To qualify for the role, you must have

• Bachelor’s degree required; Master’s degree preferred (Finance, Accounting, Economics, or Business)
• Minimum 7 years of combined industry and consulting experience in financial planning and analysis, with expertise in:
• Strategic planning, long-range planning, and annual operating planning (AOP)
• Budgeting, forecasting, and rolling forecast processes
• Financial modeling and scenario analysis
• Management reporting and business performance analysis
• Capital planning and investment analysis
• Strong FP&A functional background from corporate finance roles (Manager, Senior Manager, or Director level preferred)
• Consulting or advisory experience implementing FP&A transformations, process improvements, or EPM solutions
• Proven track record translating business challenges into improved planning and decision-making processes
• Strong analytical and problem-solving capabilities—able to deconstruct complex issues and leverage financial data to drive insights
• Experience working with EPM platforms is a plus, such as: Anaplan, Oracle EPM Cloud (PBCS, ePBCS, FCCS), OneStream, Tagetik, or similar solutions
• Understanding of how these tools enable FP&A processes is valued
• Excellent written and verbal communication skills with executive presence
• Willingness to travel to meet client needs

Ideally, you’ll also have

• Industry experience: FP&A, Financial Planning, Strategic Finance, or Corporate Finance roles in operating companies
• Consulting experience: Advisory, implementation, or transformation consulting in finance functions
• Both perspectives allow you to understand client pain points while delivering practical, sustainable solutions
• CPA, CFA, or MBA credentials
• Experience across multiple industries (e.g., manufacturing, retail, technology, healthcare, financial services)
• Familiarity with technical concepts such as data integration, cloud computing, or system architecture
• Exceptional interpersonal skills that build trust and foster collaboration with C-suite executives and finance teams
• Proactive, solutions-oriented mindset with strong executive presence
• Experience leading cross-functional teams and managing stakeholder expectations in dynamic environments
• Value and Performance Management Strategy and Operating Model Design
• Experience managing financial projects or programs.
• Proven ability to drive business growth and innovation.
• Strong leadership and team management skills.
• Advanced proficiency in financial modeling and analytics tools.

We know you're just starting your career. But here are a few things that are important for this job:

Responsibilities:

• Conducting In-depth Market Analysis: Take charge of conducting thorough and exhaustive market research, employing various analytical tools and methodologies to develop insights on different markets.
• Contributing to Strategic Projects : Actively participate in strategic initiatives aimed at market entry, growth, and expansion plans.
• Preparing Detailed Analyses: Develop detailed analytical reports and presentations encompassing findings from market analyses, feasibility studies, and strategic recommendations.
• Display Problem-Solving Thinking: Apply a problem-solving mindset to dissect complex challenges encountered during market entry evaluations or strategic projects.
• Strategic Input and Execution: Offer strategic input and assist in the execution of growth plans, mergers, or acquisitions.
• Continuous Learning and Team Collaboration: Embrace a proactive approach to learning, keeping abreast of industry trends, market dynamics, and emerging technologies.

Qualifications:

• You have completed a university degree (or you will complete it in this academic year).
• You are interested in strategy consulting and, ideally, have previous experience in consulting.
• You speak and write English well, as we are a regional team and all communication is in English.
• You exhibit common sense and can stay level-headed during periods of complex and intense work. Often, you will need to rapidly familiarize yourself with unfamiliar topics.
• And most importantly, it must be a good match . You will spend a lot of time with us, so you must get along with the team personally.

Preferred Qualities:

• Global Perspective: An appreciation for diverse cultures and a global mindset that enables understanding and navigating international markets effectively. This includes sensitivity to cultural nuances and an openness to exploring opportunities beyond regional boundaries.
• Adaptability to Ambiguity: Proven capacity to thrive in ambiguous situations or uncertain environments, showcasing resilience and adaptability while maintaining focus and clarity in complex and ever-evolving scenarios.
• Leadership Potential : Display signs of leadership potential, whether through prior leadership experiences, initiative-taking, or the ability to influence peers positively, indicating the potential to grow into leadership roles within the team.
• Client Relationship Skills: A natural inclination or demonstrated ability to build strong interpersonal relationships, fostering trust and credibility through effective communication, understanding client needs, and delivering high-quality service.

We offer an attractive starting salary with an annual bonus if your work goes well. Additionally, we provide benefits that will surely please you:

• Time off: 6 weeks of leave to recharge.
• Referral reward: Earn from 10,000 to 70,000 CZK for referring a new colleague.
• Benefit points: 30,000 CZK on Benefity.cz to spend as you wish. For example, you can purchase a Multisport card, shop for gifts, or book a trip on Slevomat.
• Professional development : You will continuously learn and develop your skills with us. We offer a unique professional development program and a wide range of courses in our learning map. You can access the educational portal Udemy.com, and we offer language courses. Our colleagues will provide support in the form of counseling and internal coaching.
• Employee discounts : Enjoy discounted offers on a wide range of services. Discounts are available at Fruitisimo, Sushi Time, and the BodyBody fitness center, amongst others.
• Health and care: Gain access to fast and convenient online consulting at uLékaře.cz from qualified doctors.
• Teamwork and fun: With us, it's not just about work, but also about fun and team cooperation. We frequently organize team events such as dinner or bowling, alongside company parties and other great events that strengthen our team atmosphere. You can also participate in CSR activities.

• The first step is the entrance tests , which you will complete online. There will be three in total: English, numeracy and logical thinking, and cognitive thinking. You will have a week to complete these tests, and we appreciate timely submissions.
• The second round is an online meeting with our recruiter Karolina, where you will discuss all the necessary details of the position.
• Subsequent rounds are online interviews with Strategy & Execution team members where you will receive a brief introduction from one of our colleagues, followed by a case study. These rounds will also include questions relating to personal fit. They are a great opportunity to meet and interact with your potential future team members.
• The final part of the selection process is a short online call with the team partner.

Creative Operations Manager, Assistant Director

As a creative manager, you’ll lead a multi-disciplinary virtual team of 20-30 team members whose focus is to understand our internal clients’ business to develop innovative, insightful go to market materials that contribute to driving growth and revenue for the firm. You’ll leverage prior management experience, leadership insight and industry background to drive your success in this role.

You’ll be part of an expansive and talented management team working independently and collaboratively to develop and lead the implementation of strategic organizational plans. You’ll be empowered to contribute, learn from and grow with other creative managers. Your ideas will be valued and heard, and you’ll have opportunities to innovate and take part in efforts that help advance our creative team.

Skills and attributes for success

• Strong leadership skills with the ability to model by example
• Ability to build and leverage relationships and exercise influence with multiple internal groups across all levels of the organization
• Excellent communication skills, active listening and diplomacy when working with team members and business partners
• Ability to analyze data and KPI’s to make sound business decisions
• Proactive and independent thinker, strong ability to problem solve and consistently operates with a growth mindset
• Demonstrated ability to thrive in a high-performing culture

To qualify for the role, you must have

• Bachelor's degree in graphic design, digital media or a related discipline or equivalent training and work experience
• Eight-plus years of creative management experience in a related industry working in a fast-paced, matrixed agency or in-house team environment
• Five-plus years of supervisory experience leading and counseling a team of creatives
• Strong conflict resolution, negotiation, influencing and persuasion abilities
• Demonstrated business acumen and strategic thinking skills
• Experience and proficiency in Mac and PC environments, Microsoft Office, Teams, Outlook, Adobe Creative Cloud and Workfront or some type of project tracking tool
• Comprehensive knowledge in creative industry practices, digital trends, innovation and technology
• Experience working in a virtual environment with flexibility for a hybrid work arrangement - remotely and at local EY office as required by business needs

Ideally, you’ll also have

• Experience managing and leading people in a virtual environment
• Ability to manage multiple tasks and thrive in a time-sensitive environment
• Proven ability to problem solve and navigate a highly matrixed organization

ServiceNow Consulting Manager – HR Service Delivery (HRSD)

You’ll lead ServiceNow Transformation teams in a rapidly growing area of the business. It’s a client visible role, in which you’ll have opportunities to showcase your ability to not only motivate and develop your team but also establish and maintain new client relationships. You will have an opportunity to grow your consulting and team leadership skills, as well build relationships and obtain experiences that will define your career.

In this role, you will interact with business stakeholders to evaluate business models, processes, and operations. You will gather, understand, and analyze business requirements, translating them into technical specifications. Additionally, you will analyze newly implemented technology solutions to ensure they meet business requirements and collaborate with technical teams to design and deliver system architecture solutions.

Your key responsibilities

As a Manager in Technology Analysis, you will play a pivotal role in managing and delivering complex technical initiatives. You will face challenges that require innovative problem-solving and analytical skills, providing you with opportunities to grow and learn in a dynamic environment. This role is based in the US, with regular travel required to meet client needs.

• Lead workstream delivery and ensure effective management of processes and solutions.
• Track deliverable completion and project status, ensuring alignment with performance objectives.
• Actively participate in client working sessions, leading workstreams from planning through execution and closure.

Skills and attributes for success

Here, you’ll serve a wide portfolio of clients - each with their own backgrounds, strengths, and ambitions, so no two days will be the same. That could mean working to improve our customers’ HRSD process or evaluating how AI can streamline delivery. Wherever you find yourself, you’ll be making a visible impact on projects that cross borders and challenge conventional wisdom to encourage transformation.

• Act as an engagement or workstream lead across all aspects of a ServiceNow HRSD project and solution delivery including but not limited to design, configuration/development, testing and deployment phases
• Ability to manage and mentor a multi-disciplinary team of 5-10+ resources including offshore resources (e.g., consultants, developers, and testers)
• Ability to build and foster client relationships and demonstrate the value of EY services
• Excellent business acumen with the ability to make fact-based decisions and resolve conflicts
• Provide guidance and industry leading practice expertise for ServiceNow HRSD process implementations, including how specific business objectives can be met through process and technology transformation
• Ability to analyze a company’s people, process, and technology capabilities, provide leading practice recommendations and contribute insights to strategic roadmaps
• Ability to lead client process and design sessions and facilitate requirements workshops with functional and/or business process area subject matter resources

• Experience in waterfall and agile delivery models – including supporting management activities such as planning, status reporting, budgets and risk and issue logs
• Ability to support pre-sales efforts including creating proposals and estimates
• Ability to create high quality deliverables and project artifacts

To qualify for the role, you must have

• A bachelor's degree, preferably in Computer Science, Information Systems Management, Engineering or similar discipline
• Typically, no less than 4 - 6 years relevant ServiceNow HRSD project experience
• ServiceNow Certified Systems Administrator (CSA) or Certified Application Developer (CAD)
• Minimum of 1 of the following ServiceNow certifications:
  • ServiceNow Certified Implementation Specialist – HR Service Delivery
• 5+ years of Big 4 or equivalent consulting experience
• Excellent soft skills – executive communication (written/verbal), adaptability, problem solving, teamwork, relationship building, dependability, and organization
• Experience leading teams and supervising others

• A driver’s license valid in the U.S.
• Ability to travel to meet client needs

Ideally, you’ll also have

• ServiceNow Certified Master Architect (CMA) or Certified Technical Architect (CTA)

• Performance analytics and reporting experience – certifications are a plus

• Employee Center and Workplace Service Delivery experience – certifications are a plus

• Experience in ServiceNow’s AI solutions (Now Assist, Agentic, AI Control Tower)

IT and Operational Technology (OT) Asset Management

You’ll lead ServiceNow Transformation teams in a rapidly growing area of the business. It’s a client visible role, in which you’ll have opportunities to showcase your ability to not only motivate and develop your team but also establish and maintain new client relationships. You will have an opportunity to grow your consulting and team leadership skills, as well build relationships and obtain experiences that will define your career.

In this role, you will be responsible for identifying and defining user/customer requirements while focusing on developing user interfaces (UI) across various platforms including mobile, web, and tablets. You will engage in coding, programming, and creating specifications to deliver development services that align with business requirements.

Your key responsibilities

As a Manager in Application Design and Development, you will lead the effective management and delivery of processes, solutions, and projects, ensuring a strong focus on quality and risk management. This role presents exciting challenges and opportunities for growth, allowing you to apply your expertise in guiding others and recommending quality solutions. You will engage regularly with external clients, actively participating in working sessions and leading workstreams from planning through execution and closure. Travel may be required as needed by external clients.

• Develop solutions to complex problems, recommending changes to policies and establishing procedures that impact your work area.
• Exercise judgment in selecting methods, techniques, and evaluation criteria for obtaining results.
• Provide direction and feedback to team members, ensuring successful task completion.

Skills and attributes for success

Here, you’ll serve a wide portfolio of clients - each with their own backgrounds, strengths, and ambitions, so no two days will be the same. That could mean working to improve our customers’ IT/OM Asset Management process or evaluating how AI can streamline delivery. Wherever you find yourself, you’ll be making a visible impact on projects that cross borders and challenge conventional wisdom to encourage transformation.

• Act as an engagement or workstream lead across all aspects of a ServiceNow IT/OM Asset Management project and solution delivery including but not limited to design, configuration/development, testing and deployment phases
• Ability to manage and mentor a multi-disciplinary team of 5-10+ resources including offshore resources (e.g., consultants, developers, and testers)
• Ability to build and foster client relationships and demonstrate the value of EY services
• Excellent business acumen with the ability to make fact-based decisions and resolve conflicts
• Provide guidance and industry leading practice expertise for ServiceNow IT/OM Asset Management process implementations, including how specific business objectives can be met through process and technology transformation
• Ability to analyze a company’s IT/OM Asset Management people, process, and technology capabilities, provide leading practice recommendations and contribute insights to strategic roadmaps
• Ability to advise on the connectivity of the CMDB and IT Operations Management (ITOM) to ITSM processes
• Ability to lead client process and design sessions and facilitate requirements workshops with functional and/or business process area subject matter resources

• Experience in waterfall and agile delivery models – including supporting management activities such as planning, status reporting, budgets and risk and issue logs
• Ability to support pre-sales efforts including creating proposals and estimates
• Ability to create high quality deliverables and project artifacts

To qualify for the role, you must have

• A bachelor's degree, preferably in Computer Science, Information Systems Management, Engineering or similar discipline
• Typically, no less than 4 - 6 years of relevant ServiceNow IT/OM Asset Management project experience
• ServiceNow Certified Systems Administrator (CSA) or Certified Application Developer (CAD)
• Minimum of 2 of the following ServiceNow certifications:
  • ServiceNow Certified Implementation Specialist – Hardware Asset Management
  • ServiceNow Certified Implementation Specialist – Software Asset Management
  • ServiceNow Certified Implementation Specialist – Data Foundations

• 5+ years of Big 4 or equivalent consulting experience
• Excellent soft skills – executive communication (written/verbal), adaptability, problem solving, teamwork, relationship building, dependability, and organization
• Experience leading teams and supervising others

• A driver’s license valid in the U.S.
• Ability to travel to meet client needs

Ideally, you’ll also have

• ServiceNow Certified Master Architect (CMA) or Certified Technical Architect (CTA)
• ServiceNow Certified Implementation Specialist – Discovery
• ServiceNow Certified Implementation Specialist – Vulnerability Response
• Performance analytics and reporting experience – certifications are a plus
• Experience in ServiceNow’s AI solutions (Now Assist, Agentic, AI Control Tower)