Business Tax Services - Federal Advisory Research & Credits Manager jobs at Ey in United States, Dallas

The role will also include responsibility for Requirements Engineering and Requirements Management. You will work with stakeholders to elicit, document, manage, and validate business and technical requirements, ensuring that they are aligned with delivery goals and remain traceable throughout the project lifecycle.

In addition to Agile delivery leadership, this role includes ownership of Quality Assurance and Test Management activities. You will be responsible for test planning, triaging defects with stakeholders, coordinating user acceptance testing (UAT), and overseeing ongoing test monitoring and reporting throughout the delivery lifecycle.

Your key responsibilities:
• Facilitate and manage Agile ceremonies such as sprint planning, stand-ups, retrospectives, and reviews.
• Guide Agile teams and business stakeholders through backlog creation, refinement, and prioritization.
• Collaborate closely with other product owners, scrum masters, developers, testers, and business stakeholders to ensure continuous delivery and alignment with business objectives.
• Translate business requirements into well-structured user stories and acceptance criteria that guide development and quality assurance efforts.
• Plan and coordinate all aspects of Quality Assurance, including test strategy, test planning, test case definition, and UAT coordination.
• Monitor test execution and defect resolution processes, ensuring issues are triaged, tracked, and resolved in collaboration with stakeholders.
• Provide test progress updates and quality reports to stakeholders, ensuring transparency and proactive risk management.
• Support Agile planning, estimation, and forecasting of delivery timelines and resource requirements.
• Monitor delivery progress using Agile metrics and dashboards, driving continuous improvement based on data insights.
• Coach client teams and internal stakeholders in Agile frameworks, values, and practices, adapting to various organizational maturity levels.
• Support Agile transformation initiatives by defining roadmaps, training sessions, and governance structures.
• Utilize Agile tools such as Azure DevOps, Jira, and Confluence to manage projects, track progress, document requirements, and monitor test coverage.
• Contribute to internal frameworks and reusable assets that enable consistent delivery of Agile services.
• Stay current with trends in Agile delivery, quality management, and enterprise technology to guide clients through evolving best practices.

Skills and attributes for success:
• Deep understanding of Agile delivery methodologies (Scrum, Kanban, SAFe, etc.).
• Strong knowledge of quality assurance principles and test management practices in Agile environments.
• Experience using Agile project management and test tools (Azure DevOps, Jira, TestRail, Xray, etc.).
• Excellent communication and facilitation skills with a strong ability to influence stakeholders at all levels.
• Strong organizational and multitasking skills to manage several projects or workstreams in parallel.
• Experience leading UAT cycles and coordinating testing across diverse stakeholder groups.
• Analytical mindset with a continuous improvement attitude.
• Ability to work both independently and within diverse cross-functional teams.
• Strong stakeholder management skills across business, delivery, and technical domains.

To qualify for the role, you must have:
• Bachelor's degree in Computer Science, Information Systems, Business, or a related field.
• Minimum 5 years of experience in Agile delivery environments across cross-functional teams.
• Practical experience managing Agile product backlogs and facilitating delivery pipelines.
• Proven experience in quality assurance and test management roles within Agile projects.
• Experience engaging directly with business and IT stakeholders to define and deliver solutions.
• Agile certifications such as Scrum Master (CSM/PSM), SAFe Agilist, PMI-ACP, or equivalent are desirable.
• ISTQB or equivalent test management certification is considered an asset.
• A fluent command of English (spoken and written).

What we offer

: Associate-Operations-HR-CBS - TAL - Learning - Gurgaon
Operations :

No Data Available

Technical Excellence

• 1. Basic Digital Literacy Proficiency in MS Office Suite (Excel, PowerPoint, Word) for reporting and content creation. Ability to navigate virtual collaboration tools (MS Teams, Zoom). 2. Learning Tools Familiarity Exposure to or willingness to learn Learning Management Systems (LMS) like SuccessFactors etc. Basic understanding of eLearning formats (SCORM, video-based learning). 3. Content Support Ability to assist in content formatting and uploading on learning platforms. Familiarity with basic design tools (Canva or PowerPoint) for creating simple learning aids. 4. Data Handling Comfort with basic data entry and reporting in Excel. Ability to maintain learning records and dashboards under guidance. 5. Adaptability to Technology Willingness to learn AI-enabled tools for content generation and personalization. Openness to explore new learning technologies as guided by the team.

Qualification

• Bachelor of Business Administration
• Bachelor of Arts in English Literature

Experience

• not applicable

People with the ability to work in a collaborative manner to provide services across multiple client departments while following the commercial and legal requirements. You will need a practical approach to solving issues and complex problems with the ability to deliver insightful and practical solutions. We look for people who are agile, curious, mindful, and able to sustain positive energy, while being adaptable and creative in their approach.If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.

Your key responsibilities

You’re likely to spend your time on a diverse array of projects, responsibilities and tasks, supporting client engagements by participating in day-to-day interactions with team members, providing a quality work product and driving delivery of services to meet deadlines. You will support the Customer Tax Operations practice with the preparation and delivery of tax information reporting (1099/1042-S/8804), FATCA/CRS reporting, tax withholding certificate validation (Forms W-8/9) and related withholding and reporting reconcilations for engagements with banks, wealth and asset management firms and insurance companies. 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

• Timely, efficient and accurate support of the production of information reporting in a volume-driven environment within deadline-driven time frames established by governmental agencies and as dictated by the performance standards set forth by the practice’s clients
• Balancing time between multiple projects and responsibilities, working with multiple engagement teams to serve multiple clients
• Understanding of tax withholding certificates (Forms W-8/W-9) and FATCA/CRS Self Certification forms as well as information returns, including the data and information that’s required on the forms or information return for accuracy in tax reporting.
• Understanding of vendor and client systems that support an tax operations function.
• Analyzing bridged customer data and transaction information to identify potential errors and omissions and applying knowledge of basic tax concepts to make decisions and take action to modify tax reporting coding or reporting pertaining transactions and income to support accuracy in tax reporting
• Managing internal and external communications, including requesting and documenting receipt of client authorizations and instructions, as well as other correspondence that is material to the tax compliance process using the tax software, basic software applications such as Microsoft Word, Excel and Power Point, and proprietary client collaboration tools
• Communicating with client tax liaisons, tax compliance teams and other stakeholders to gather required information, and obtain instruction or authorization necessary for timely, accurate production of tax information reporting.
• Support billing and collections for tax compliance and related services
• Assist engagement team with reconciliation of customer demographic date, transaction data and tax information returns to achieve complete, accurate and timely filing of those returns; including identifying and resolving reconciliation discrepancies
• Routinely communicating with immediate supervisor and colleagues to obtain guidance and instruction pertaining to performance of work, provide updates on status of work, and discuss recommendations concerning correction of data issues to support accuracy and consistency in tax reporting

To qualify for the role, you must have

• Bachelor degree (Accounting, Business, Finance or equivalent degree preferred)
• 1–2 years of experience
• Proficient in basic computer software applications, including Microsoft Word, Excel and PowerPoint and ability to learn other software applications
• Working knowledge of 1099/1042-S reporting systems
• Working knowledge of tax compliance and information reporting rules
• Ability to work effectively both independently and with a team, and assist with a variety of projects of varying degrees of complexity
• Leverage knowledge gained through education and on-the-job experience as well internal and external training and coaching to perform essential functions of the job
• Assist with training less experienced team members on administrative tasks and tasks supporting the tax compliance process
• Excellent organizational and verbal/written communication skills
• Ability to follow a standardized process and ask questions when needed
• Prioritization of assignments to achieve appropriate workflow and timely production of client deliverables
• Commit to periodic travel (5%–10%)

Ideally, you’ll also have

• Experience in a professional services environment
• A proven record in information reporting and withholding tax laws and concepts required to prepare US federal and state information and withholding tax returns
• Experience with tax withholding validation and complete tax withholding certificates
• Experience with FATCA/CRS reporting templates
• Strong analytical skills and attention to detail
• The ability to adapt your work style to work with both internal and client team members
• A proficiency in trust tax software

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.

Assurance, Technology Risk (Manager) (Multiple Positions) (1651219), Ernst & Young U.S. LLP, Dallas, TX.

Full time employment, Monday – Friday, 40 hours per week, 8:30 am – 5:30 pm.

MINIMUM REQUIREMENTS:

Must have a Bachelor’s degree in Business, Management, Engineering, Mathematics, Accounting, Finance, International Relations or a related field and 5 years of progressive, post-baccalaureate related experience working as an IT auditor or IT risk adviser for a public accounting firm, a professional services firm, or within industry.

Alternatively, will accept a Master’s degree in Business, Management, Engineering, Mathematics, Accounting, Finance, International Relations or a related field and 4 years of related experience working as an IT auditor or IT risk adviser for a public accounting firm, a professional services firm, or within industry.

Must have 3 years of work experience applying relevant IT audit skills in audit engagements as a Financial Audit IT integration leader on own engagement.

Must have 3 years of experience in a supervisory/managerial capacity focused on financial audit IT in public company audits.

Must have 3 years of experience supervising audit professionals performing the IT portion of the audit (IT general controls, ERP, application knowledge, system implementation, audit knowledge, and similar).

Must have 3 years of experience supervising the integration with the financial audit team on application controls, IPE, and IT dependent manual controls.

Must be eligible to obtain CPA, CA, CISA, CIPP, CGEIT, CIA, CISSP, CISM, CIPT, CRISC, CMA and/or relevant certification within one year of hire.

Employer will accept any suitable combination of education, training or experience.

What we offer

We offer a comprehensive compensation and benefits package where you’ll be rewarded based on yourperformance and recognized for the value you bring to the business. The base salary for this job is $115,450.00 per year. 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. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. 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.
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.

This particular position at Ernst & Young in the United States requires the qualified candidate to be a "United States worker" as defined by the U.S. Department of Labor regulations at 20 CFR 656.3. You can review this definition at at the bottom of page 750. Please feel free to apply to other positions that do not require you to be a "U.S. worker".

The Oracle HCM Implementation Consultant assists in planning, pursuing, delivering and managing large, complex full lifecycle initiatives along with providing experience in leading practices, methods, and resources in HCM applications and technology space. Our Oracle Services HCM group can assist in providing resources around the design, configuration and implementation of HCM Application Solutions, in addition to advising clients to help understand, architect and implement the core applications and technology required to run their business.

As a Senior in Technology Business Analysis, you will be instrumental in connecting business needs with technical solutions. You will play a pivotal role in evaluating business models, eliciting requirements, and ensuring the technical teams deliver solutions that are in perfect harmony with business objectives.

Your key responsibilities

As a key member of our team, you will be responsible for delivering top-notch business analysis and system configuration. Your day-to-day will involve:

• Translating complex business requirements into detailed technical specifications
• Configuring and implementing solutions that align with business needs
• Identifying opportunities for service expansion and contributing to sales through RFP responses
• Expect to travel regularly and lead project streams while actively engaging with clients.

Skills and attributes for success

To thrive in this role, you should be action-oriented and adept at delivering processes, solutions, and projects. Your influence will extend beyond project delivery, impacting sales and service offerings. Key skills include:

• Team with client business and technology professionals, and/or third-party strategic alliances to provide implementation of technology solutions
• Demonstrate ability to implement and configure software.
• Develop long-term relationships and networks both internally and externally
• Interact and communicate effectively with finance and technology senior and middle management executives as well as end user and business subject matter experts.
• Analytical prowess and decision-making based on a broad understanding of policies
• Ability to guide and develop junior team members
• Proven track record of complex problem-solving and relationship management

To qualify for the role, you must have

• A Bachelor's degree
• 3 to 5 years of relevant experience in Human Capital Management Solutions
• Overall IT projects implementation of 4+ years
• Strong knowledge, understanding and HCM implementation experience in Oracle Cloud HCM specifically around Payroll, Time & Labor, and Absence Management
• Wide experience in playing roles as Project Manager/module Lead/ SMR
• Experience in large multi-geography global transformation assignments and HCM deployments preferred, US experience required
• Experience in multiple HCM implementations, preferably an implementation of co-existence model
• Proficient in understanding business requirements and advising clients on strategy for HCM technology deployments
• Excellent knowledge of features in HCM applications; having the ability to understand HR business needs and accordingly advise on the best business practices of HCM deployments
• Strong written and verbal communication, presentation, client service and technical writing skills
• Ability to travel up to 50%+ and/or as required by client

Ideally, you’ll also have

• MBA or MS degree preferred, but not required
• Oracle Cloud HCM
• ADP experience preferred, but not required

With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way – enabling you to shape your future with confidence.

Skills and attributes for success

• Commercial – as part of the team you will regularly advise businesses on valuations issues with regards to acquisition or divestitures and provide fairness opinions on transactions and restructurings.
• Regulatory and Accounting – you will work with management as part of an acquisition process to understand how the value of acquired intangible and financial assets will impact accounting requirements.
• Taxation – you will regularly undertake valuations for fiscal purposes in the US market and advise clients on all aspects of US tax valuation issues.
• Intangible Assets – within the team you would specialize in the valuation of Intangible assets such as trademarks, brand names, core deposit intangibles, customer relationships, banking and other licenses, patents, technology and know-how.

To qualify for the role, you must have

• A bachelor's degree in finance, economics, accounting or business and at least 2 years of related business valuation work experience; or a graduate degree and at least 1-2 years of related work experience.
• Previous Business Valuation experience.
• Financial modeling skills including experience building models from scratch.
• Demonstrated record of solving complex problems and completing challenging projects.
• The ability and willingness to travel and work in excess of standard hours when necessary.

Ideally, you’ll also have

• Previous valuation experience in professional services/Big 4 Firm.
• Financial modeling experience.
• Achievement of or significant progress towards a CFA.
• ASA/AM designations are a plus with the expectation of one completed designation within a given timeframe.
• Knowledge of how to leverage AI tools in a business setting, including Microsoft Copilot.

What we look for

We are looking for candidates who are highly motivated, analytical, logical thinkers with a passion for valuations and have a very strong attention to detail. Being a strong team player is critical with the ability to adapt to changing requirements or deadlines in support of our client’s goals.

Your Key Responsibilities

• Install and configure specific applications.
• Monitor the application platform, including integration and alerting solutions, and recommend platform improvements.
• Troubleshoot and resolve application platform issues.
• Configure data source connections and manage asset libraries.
• Identify and raise system capacity related issues (storage, licenses, performance threshold).
• Define best practices for application deployment.
• Integrate application with other ES Data platforms and Business Unit installations of application.
• Participate in overall data platform architecture and strategy.
• Research and recommend alternative actions for problem resolution based on best practices and application functionality with minimal direction.

To qualify for the role you must have

• Bachelor’s degree in Computer Science or other related field

• A minimum of 5 years’ experience customer success or in a customer-facing engineering capacity is required.
• Large scale implementation experience with complex solutions environment.
• Experience in customer-facing positions, preferably industry experience in technology based solutions.
• Experience being able to navigate, escalate and lead efforts on complex customer/partner requests or projects.
• Experience with Linux command line.
• An aptitude for both analyzing technical concepts and translating them into business terms, as well as for mapping business requirements into technical features.
• Knowledge of the software development process and of software design methodologies helpful
• 5+ years experience in a cloud ops / kubernetes application deployment and management role, working with an enterprise software or data product.
• Experience with Attribute-based Access Control (ABAC), Virtual Director Services (VDS), PING Federate or Azure Active Directory (AAD) helpful.
• Cloud platform architecture, administration and programming experience desired.
• Experience with Helm, Argo CD, Docker, and cloud networking.
• Excellent communication skills: interpersonal, written, and verbal.
• Experience with Identity Access Management (IAM).

Ideally, you’ll also have

• Experience with DoD

What we look for

We’re interested in intellectually curious people with a passion for finding new and innovative ways to make things better. You’ll also need to be a self-starter and quick learner with a strong background in computer science from both theoretical and practical points of view. If you’re ready to be the future of the group and make your mark in a growing business, this role is for you.